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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 %
IAA
601
Independent Advisor Alliance
North Carolina
$4.42M +$221K +2,824 +5%
Assenagon Asset Management
602
Assenagon Asset Management
Luxembourg
$4.42M +$40.9K +522 +0.9%
KWM
603
Kingsview Wealth Management
Oregon
$4.4M +$249K +3,173 +6%
CA
604
Cetera Advisors
Colorado
$4.4M -$869K -11,093 -17%
PCA
605
Providence Capital Advisors
North Carolina
$4.35M +$4.35M +55,500 New
Walleye Capital
606
Walleye Capital
New York
$4.35M +$4.35M +55,474 New
MLICM
607
Metropolitan Life Insurance Company (MetLife)
New York
$4.32M -$227K -2,903 -5%
RHAM
608
Round Hill Asset Management
California
$4.31M -$92.5K -1,180 -2%
HL
609
HeadInvest LLC
Maine
$4.3M +$10.3K +132 +0.2%
TAIM
610
Te Ahumairangi Investment Management
New Zealand
$4.3M -$70.9K -905 -2%
RBA
611
Richard Bernstein Advisors
New York
$4.3M -$4.02M -51,286 -48%
Kayne Anderson Rudnick Investment Management
612
Kayne Anderson Rudnick Investment Management
California
$4.25M -$73.4K -937 -2%
ATC
613
Argent Trust Co
Tennessee
$4.24M -$108K -1,382 -2%
CWM
614
Compass Wealth Management
Connecticut
$4.23M +$188K +2,397 +5%
TW
615
TrinityPoint Wealth
Connecticut
$4.21M +$21.9K +279 +0.5%
ACIM
616
Azimuth Capital Investment Management
Michigan
$4.21M +$2.64M +33,647 +168%
BRM
617
Boston Research & Management
Massachusetts
$4.19M +$40.4K +515 +1%
CB
618
Cadence Bank
Mississippi
$4.07M +$45K +574 +1%
RBC
619
Romano Brothers & Co
Illinois
$4.05M -$160K -2,038 -4%
OBGC
620
O'Brien Greene & Co
Pennsylvania
$4.04M -$39.7K -506 -1%
NB
621
Norinchukin Bank
Japan
$4.04M -$4.59M -58,618 -53%
RWM
622
Rench Wealth Management
Texas
$4.04M +$1.25K +16 +0%
CIM
623
CCLA Investment Management
United Kingdom
$4.02M +$194K +2,835 +5%
NIM
624
Needham Investment Management
New York
$4M – – –
CCT
625
Chemung Canal Trust
New York
$3.99M +$623K +7,949 +18%
23 24
25
26 27