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Medtronic
MDT

2,075 hedge funds and large institutions have $91.8B invested in Medtronic in 2023 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 653 increasing their positions, 988 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 269 | Existing positions closed: 135

7% more capital invested

Capital invested by funds: $85.6B → $91.8B (+$6.14B)

5% more funds holding

Funds holding: 1,971 → 2,075 (+104)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

1.66% more ownership

Funds ownership: 82.1% → 83.76% (+1.7%)

5% more call options, than puts

Call options by funds: $847M | Put options by funds: $807M

34% less repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 988

Holders
2,075
Holders Change
+104
Holders Change %
+5.28%
% of All Funds
30.25%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.47%
New
269
Increased
653
Reduced
988
Closed
135
Calls
$847M
Puts
$807M
Net Calls
+$39.9M
Net Calls Change
-$166M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.74B
2
JP Morgan Chase
JP Morgan Chase
New York
+$421M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$253M
4
Millennium Management
Millennium Management
New York
+$242M
5
BlackRock
BlackRock
New York
+$231M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$379M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$257M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$251M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$243M
5
Bank of America
Bank of America
North Carolina
-$205M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Eagle Investment Management
26
First Eagle Investment Management
New York
$775M +$253M +3,320,800 +55%
Aristotle Capital Management
27
Aristotle Capital Management
California
$709M -$18.4M -241,189 -3%
Pzena Investment Management
28
Pzena Investment Management
New York
$618M +$135M +1,769,985 +31%
Dodge & Cox
29
Dodge & Cox
California
$559M -$6.44M -84,540 -1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$539M +$11.4M +149,101 +2%
LP
31
Longview Partners
Guernsey
$534M -$33.8M -442,900 -6%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$530M +$16.8M +220,431 +4%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$514M +$100M +1,318,590 +27%
UBS AM
34
UBS AM
Illinois
$510M +$5.69M +74,635 +1%
Goldman Sachs
35
Goldman Sachs
New York
$495M -$33M -432,451 -7%
RJA
36
Raymond James & Associates
Florida
$488M -$15.5M -203,556 -3%
Lazard Asset Management
37
Lazard Asset Management
New York
$478M +$33.5M +439,004 +8%
Amundi
38
Amundi
France
$449M +$51.7M +677,897 +15%
Stifel Financial
39
Stifel Financial
Missouri
$441M -$2.6M -34,103 -0.6%
N
40
Nuveen
North Carolina
$420M -$77.2M -1,013,155 -17%
Fisher Asset Management
41
Fisher Asset Management
Washington
$378M +$63.5M +833,410 +22%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$369M +$66.3M +870,000 +24%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$364M -$57.8M -758,360 -15%
Millennium Management
44
Millennium Management
New York
$346M +$242M +3,179,087 +310%
Swiss National Bank
45
Swiss National Bank
Switzerland
$343M -$9.05M -118,800 -3%
VanEck Associates
46
VanEck Associates
New York
$341M +$42.2M +553,173 +15%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$321M +$13.5M +177,692 +5%
UBS Group
48
UBS Group
Switzerland
$309M -$20M -261,945 -7%
State Farm Mutual Automobile Insurance
49
State Farm Mutual Automobile Insurance
Illinois
$298M – – –
Barclays
50
Barclays
United Kingdom
$290M +$4.94M +64,811 +2%
1
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MDT Hedge Fund Activity: Q4 2023 in Review

2,075 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2023, worth a combined $91.8B — up 7.2% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 269 funds opened new MDT positions and 135 closed out — a net gain of 134 holders — while 653 added to existing stakes and 988 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.74B. The largest seller was Ameriprise, cutting an estimated $379M.

  • 2,075 institutional investors held Medtronic (MDT) as of Q4 2023, up from 1,971 in Q3 2023.
  • Funds reported $91.8B of Medtronic stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 269 funds opened new Medtronic positions in Q4 2023 and 135 closed out, a net change of +134 holders.
  • The largest Medtronic buyer in Q4 2023 was Morgan Stanley, an estimated $1.74B added.
  • The largest Medtronic seller in Q4 2023 was Ameriprise, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.