Medtronic
MDT
1,971 hedge funds and large institutions have $85.6B invested in Medtronic in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 920 increasing their positions, 736 reducing their positions, and 175 closing their positions.
37% more call options, than puts
Call options by funds: $771M | Put options by funds: $565M
25% more repeat investments, than reductions
Existing positions increased: 920 | Existing positions reduced: 736
0.28% more ownership
Funds ownership: 81.82% → 82.1% (+0.28%)
4% less funds holding
Funds holding: 2,057 → 1,971 (-86)
11% less capital invested
Capital invested by funds: $95.8B → $85.6B (-$10.2B)
14% less funds holding in top 10
Funds holding in top 10: 36 → 31 (-5)
34% less first-time investments, than exits
New positions opened: 115 | Existing positions closed: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$254M |
| 2 |
Morgan Stanley
New York
|
+$167M |
| 3 |
Holocene Advisors
New York
|
+$144M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$107M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$329M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$179M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$131M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$122M |
| 5 |
Amundi
Paris,
France
|
-$110M |
MDT Hedge Fund Activity: Q3 2023 in Review
1,971 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2023, worth a combined $85.6B — down 11% from $95.8B a quarter earlier.
Sellers outnumbered buyers: 175 funds closed out of MDT and 115 opened new positions — a net loss of 60 holders — while 736 trimmed existing stakes and 920 added.
The largest buyer was Pzena Investment Management, adding an estimated $254M. The largest seller was Massachusetts Financial Services, cutting an estimated $329M.
- 1,971 institutional investors held Medtronic (MDT) as of Q3 2023, down from 2,057 in Q2 2023.
- Funds reported $85.6B of Medtronic stock for Q3 2023, down 11% quarter-over-quarter.
- 115 funds opened new Medtronic positions in Q3 2023 and 175 closed out, a net change of -60 holders.
- The largest Medtronic buyer in Q3 2023 was Pzena Investment Management, an estimated $254M added.
- The largest Medtronic seller in Q3 2023 was Massachusetts Financial Services, an estimated $329M sold.
Based on aggregated 13F filings for Q3 2023.