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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 %
DBT
551
Dubuque Bank & Trust
Iowa
$5.2M -$135K -1,718 -3%
SS
552
Simplicity Solutions
Minnesota
$5.2M -$149K -1,901 -3%
SVCP
553
Silicon Valley Capital Partners
California
$5.2M +$1.55M +19,784 +43%
LW
554
Linscomb Wealth
Texas
$5.17M -$309K -3,939 -6%
AC
555
Addenda Capital
Quebec, Canada
$5.17M -$4.11K -52 -0.1%
MCM
556
Monarch Capital Management
Indiana
$5.14M -$31.2K -396 -0.6%
FTA
557
Financial & Tax Architects
Missouri
$5.12M +$172K +2,195 +3%
VPIM
558
Vanguard Personalized Indexing Management
California
$5.09M -$530K -6,764 -9%
BFIM
559
Beese Fulmer Investment Management
Ohio
$5.08M -$27.2K -347 -0.5%
BHWA
560
Beacon Harbor Wealth Advisors
Virginia
$5.08M +$98.2K +1,253 +2%
WAOTB
561
Wealth Advisors of Tampa Bay
Florida
$5.06M +$2.59M +33,026 +105%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$5.05M +$760K +9,694 +18%
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
$5.01M -$1.43M -18,295 -22%
PAS
564
Park Avenue Securities
New York
$5.01M +$219K +2,793 +5%
SWP
565
Stratos Wealth Partners
Ohio
$4.99M +$260K +3,316 +5%
IC
566
IEQ Capital
California
$4.94M +$160K +2,040 +3%
BFG
567
Bleakley Financial Group
New Jersey
$4.94M -$125K -1,600 -2%
AF
568
Ally Financial
Michigan
$4.94M +$627K +8,000 +15%
ASN
569
Advisory Services Network
Georgia
$4.93M +$237K +3,019 +5%
BWL
570
Bogart Wealth LLC
Virginia
$4.93M +$417K +5,326 +9%
HW
571
Hedeker Wealth
Illinois
$4.91M +$3.85M +49,159 +363%
CG
572
Colony Group
Massachusetts
$4.91M -$87.1K -1,111 -2%
CIM
573
Corbyn Investment Management
Maryland
$4.89M -$47.4K -605 -1%
IPW
574
Inlet Private Wealth
Florida
$4.88M -$123K -1,575 -2%
CCMINC
575
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.86M +$128K +1,622 +3%
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