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Medtronic
MDT

Overview Fund Activity

1,962 hedge funds and large institutions have $85.5B invested in Medtronic in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 915 increasing their positions, 733 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,962
Holders Change
-85
Holders Change %
-4.15%
% of All Funds
31.28%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.49%
New
115
Increased
915
Reduced
733
Closed
174
Calls
$771M
Puts
$565M
Net Calls
+$206M
Net Calls Change
+$146M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$238M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Holocene Advisors
Holocene Advisors
New York
+$135M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$100M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$2.46B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$308M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$168M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$131M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGH
501
Sivik Global Healthcare
Connecticut
$6.27M +$1.57M +20,000 +33%
FPTW
502
Franklin, Parlapiano, Turner & Welch
Texas
$6.27M +$156K +1,996 +3%
JC
503
JB Capital
Connecticut
$6.26M +$1.13M +14,464 +22%
HP
504
Hikari Power
Japan
$6.2M – – –
TCM
505
Tufton Capital Management
Maryland
$6.18M +$83.8K +1,070 +1%
DAC
506
Dividend Assets Capital
South Carolina
$6.14M -$121K -1,550 -2%
GVAG
507
Great Valley Advisor Group
Delaware
$6.13M +$575K +7,344 +10%
WIC
508
WealthBridge Investment Counsel
Alberta, Canada
$6.03M -$4.7K -60 -0.1%
GWM
509
Geneos Wealth Management
Colorado
$6.01M +$183K +2,336 +3%
ROC
510
Running Oak Capital
Minnesota
$5.93M +$64.7K +826 +1%
TG
511
TCW Group
California
$5.92M -$995K -12,695 -14%
JWM
512
JGP Wealth Management
Oregon
$5.88M +$147K +1,874 +3%
CCM
513
Channing Capital Management
Illinois
$5.85M +$1.65K +21 +0%
GS
514
GTS Securities
New York
$5.8M +$5.8M +74,053 New
MPAM
515
Murphy Pohlad Asset Management
Minnesota
$5.8M +$279K +3,565 +5%
CCB
516
Country Club Bank
Missouri
$5.76M +$48.9K +622 +0.9%
PHS
517
Pekin Hardy Strauss
Illinois
$5.74M -$54.9K -700 -0.9%
EVM
518
Evelyn V. Moreno
$5.73M -$192K -2,450 -3%
TCOV
519
Trust Company of Vermont
Vermont
$5.72M -$54.5K -696 -0.9%
VNA
520
Valley National Advisers
Pennsylvania
$5.7M +$1.36M +17,394 +31%
FPGT
521
Financial Partners Group (Tennessee)
Tennessee
$5.68M +$2.83M +36,073 +99%
LG
522
LaFleur & Godfrey
Michigan
$5.66M -$753K -9,606 -12%
SIA
523
Soltis Investment Advisors
Utah
$5.65M +$274K +3,497 +5%
AI
524
Aperture Investors
New York
$5.63M – – –
PP
525
Prudential plc
United Kingdom
$5.63M -$1.78M -22,659 -24%
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