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Medtronic
MDT

Overview Fund Activity

2,047 hedge funds and large institutions have $95.7B invested in Medtronic in 2023 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 894 increasing their positions, 762 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+66
Holders Change %
+3.33%
% of All Funds
32.28%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.57%
New
167
Increased
894
Reduced
762
Closed
90
Calls
$746M
Puts
$686M
Net Calls
+$60.6M
Net Calls Change
-$51.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$555M
2
Morgan Stanley
Morgan Stanley
New York
+$269M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$142M
4
Pzena Investment Management
Pzena Investment Management
New York
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$344M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$244M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$243M
5
BlackRock
BlackRock
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
501
Franklin, Parlapiano, Turner & Welch
Texas
$6.87M +$166K +1,880 +2%
TCM
502
Tufton Capital Management
Maryland
$6.85M +$641K +7,279 +10%
MCM
503
Mattern Capital Management
Colorado
$6.82M +$204K +2,314 +3%
WIC
504
WealthBridge Investment Counsel
Alberta, Canada
$6.79M +$313K +3,555 +5%
CIC
505
Cutler Investment Counsel
Oregon
$6.75M -$20.6K -232 -0.3%
AIMC
506
Alley Investment Management Company
Illinois
$6.72M -$9.34K -106 -0.1%
AWS
507
Atria Wealth Solutions
New York
$6.72M +$846K +9,564 +14%
EVM
508
Evelyn V. Moreno
$6.65M +$21.1K +240 +0.3%
ROC
509
Running Oak Capital
Minnesota
$6.59M +$595K +6,749 +10%
AG
510
Advocate Group
Minnesota
$6.59M +$964K +10,938 +17%
CCM
511
Channing Capital Management
Illinois
$6.58M -$1.17M -13,261 -15%
GWM
512
Geneos Wealth Management
Colorado
$6.55M +$1.18M +13,435 +22%
PWAG
513
Polaris Wealth Advisory Group
California
$6.52M +$6.52M +73,998 New
PHS
514
Pekin Hardy Strauss
Illinois
$6.52M -$143K -1,620 -2%
TCOV
515
Trust Company of Vermont
Vermont
$6.5M +$404K +4,587 +7%
Credit Agricole
516
Credit Agricole
France
$6.47M +$4.21M +47,823 +187%
JWM
517
JGP Wealth Management
Oregon
$6.45M +$410K +4,656 +7%
BCM
518
Bayesian Capital Management
New York
$6.42M +$6.42M +72,878 New
LCM
519
LVM Capital Management
Michigan
$6.39M -$14.1K -160 -0.2%
PE
520
Point72 Europe
United Kingdom
$6.35M +$6.35M +72,030 New
AI
521
Aperture Investors
New York
$6.33M – – –
BAM
522
Berkshire Asset Management
Pennsylvania
$6.33M +$36.5K +414 +0.6%
VPIM
523
Vanguard Personalized Indexing Management
California
$6.32M +$586K +6,648 +10%
AAIM
524
American Assets Investment Management
California
$6.31M – – –
CCB
525
Country Club Bank
Missouri
$6.3M -$318K -3,670 -5%
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