MDT icon

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 %
HF
576
HRT Financial
New York
$4.82M -$3.86M -49,312 -44%
MGP
577
Metis Global Partners
California
$4.8M +$598K +7,634 +14%
CIG
578
Consolidated Investment Group
Colorado
$4.79M – – –
MIA
579
MainStreet Investment Advisors
Illinois
$4.77M -$136K -1,734 -3%
LTI
580
Laffer Tengler Investments
Tennessee
$4.76M +$1.56M +19,954 +49%
CNB
581
Camden National Bank
Maine
$4.74M +$15.9K +203 +0.3%
AF
582
Alerus Financial
North Dakota
$4.73M -$342K -4,366 -7%
TBA
583
Tower Bridge Advisors
Pennsylvania
$4.71M -$4.15K -53 -0.1%
UOC
584
UBS O'Connor
Illinois
$4.69M +$1.18M +15,000 +33%
LFAS
585
Level Four Advisory Services
Texas
$4.67M +$766K +9,774 +20%
AAMA
586
Advanced Asset Management Advisors
Ohio
$4.63M – – –
PA
587
Perennial Advisors
New York
$4.6M -$8.15K -104 -0.2%
PAM
588
Palisade Asset Management
Minnesota
$4.58M +$57K +728 +1%
OCBCO
589
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.58M +$222K +2,831 +5%
KNW
590
Kesler Norman & Wride
Utah
$4.57M +$212K +2,705 +5%
TCA
591
Transcend Capital Advisors
New Jersey
$4.57M +$1.7M +21,635 +59%
TFA
592
Toth Financial Advisory
Virginia
$4.52M -$244K -3,111 -5%
JPMIA
593
J.P. Marvel Investment Advisors
Massachusetts
$4.51M +$23.5K +300 +0.5%
PWG
594
Portside Wealth Group
Utah
$4.49M +$207K +2,643 +5%
AAS
595
Avantax Advisory Services
Texas
$4.49M +$808K +10,317 +22%
PCM
596
Poehling Capital Management
Wisconsin
$4.48M +$86.4K +1,102 +2%
OA
597
Oxbow Advisors
Texas
$4.48M +$4.48M +57,119 New
CA
598
Cornerstone Advisors
North Carolina
$4.47M +$407K +5,200 +10%
VW
599
Vance Wealth
California
$4.46M -$231K -2,953 -5%
RFC
600
Regions Financial Corp
Alabama
$4.44M -$49.4K -631 -1%
22 23
24
25 26