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Medtronic
MDT

Overview Fund Activity

2,012 hedge funds and large institutions have $95.5B invested in Medtronic in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 852 increasing their positions, 803 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
-81
Holders Change %
-3.87%
% of All Funds
34.02%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.54%
New
113
Increased
852
Reduced
803
Closed
167
Calls
$943M
Puts
$494M
Net Calls
+$450M
Net Calls Change
+$100M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$360M
3
Morgan Stanley
Morgan Stanley
New York
+$227M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$221M
5
BlackRock
BlackRock
New York
+$214M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$704M
2
Lazard Asset Management
Lazard Asset Management
New York
-$531M
3
Ameriprise
Ameriprise
Minnesota
-$454M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$346M
5
AJ
Ashburton (Jersey)
Jersey
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
551
Benedict Financial Advisors
Georgia
$5.41M +$81.8K +911 +2%
RHAM
552
Round Hill Asset Management
California
$5.38M -$22.9K -255 -0.4%
HW
553
Hamilton Wealth
California
$5.37M +$5.37M +59,845 New
IHL
554
Investment House LLC
California
$5.35M +$1.18M +13,160 +28%
MCM
555
Mattern Capital Management
Colorado
$5.32M +$341K +3,800 +7%
DT
556
Diversified Trust
Tennessee
$5.31M -$4.25M -47,362 -44%
AAMA
557
Advanced Asset Management Advisors
Ohio
$5.3M – – –
NCM
558
Nelson Capital Management
California
$5.25M -$246K -2,742 -4%
VPI
559
Value Partners Investments
Manitoba, Canada
$5.19M -$103K -1,150 -2%
Fayez Sarofim & Co
560
Fayez Sarofim & Co
Texas
$5.18M -$430K -4,789 -8%
Federated Hermes
561
Federated Hermes
Pennsylvania
$5.17M -$176K -1,966 -3%
JPMIA
562
J.P. Marvel Investment Advisors
Massachusetts
$5.13M – – –
OBGC
563
O'Brien Greene & Co
Pennsylvania
$5.1M +$225K +2,504 +5%
PA
564
Perennial Advisors
New York
$5.07M +$135K +1,500 +3%
AG
565
Advocate Group
Minnesota
$5.07M +$5.07M +56,501 New
FT
566
Fiduciary Trust
Massachusetts
$5.03M -$296K -3,295 -6%
WAOTB
567
Wealth Advisors of Tampa Bay
Florida
$5.01M +$61.5K +685 +1%
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$4.97M -$864K -9,626 -15%
KWM
569
Kingsview Wealth Management
Oregon
$4.97M -$1.54M -17,127 -24%
BWM
570
BerganKDV Wealth Management
Minnesota
$4.96M +$138K +1,533 +3%
CAL
571
Capital Analysts LLC
Pennsylvania
$4.96M +$286K +3,189 +6%
IAA
572
Independent Advisor Alliance
North Carolina
$4.93M -$157K -1,754 -3%
SFI
573
Siemens Fonds Invest
Germany
$4.9M -$30K -334 -0.6%
ST
574
Somerset Trust
Pennsylvania
$4.82M +$28.9K +322 +0.6%
CCMINC
575
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.82M +$70.7K +788 +1%
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