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Medtronic
MDT

Overview Fund Activity

2,047 hedge funds and large institutions have $95.7B invested in Medtronic in 2023 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 894 increasing their positions, 762 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+66
Holders Change %
+3.33%
% of All Funds
32.28%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.57%
New
167
Increased
894
Reduced
762
Closed
90
Calls
$746M
Puts
$686M
Net Calls
+$60.6M
Net Calls Change
-$51.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$555M
2
Morgan Stanley
Morgan Stanley
New York
+$269M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$142M
4
Pzena Investment Management
Pzena Investment Management
New York
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$344M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$244M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$243M
5
BlackRock
BlackRock
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
626
MAI Capital Management
Ohio
$4.46M -$229K -2,601 -5%
DILIC
627
Dai-ichi Life Insurance Company
Japan
$4.45M -$50K -568 -1%
GIM
628
Goelzer Investment Management
Indiana
$4.41M -$59.8K -679 -1%
LFAS
629
Level Four Advisory Services
Texas
$4.39M +$516K +5,857 +13%
Fayez Sarofim & Co
630
Fayez Sarofim & Co
Texas
$4.33M -$597K -6,780 -12%
SCA
631
Snowden Capital Advisors
New York
$4.33M +$171K +1,939 +4%
AP
632
Appleton Partners
Massachusetts
$4.33M -$561K -6,366 -11%
AA
633
Ancora Advisors
Ohio
$4.32M +$51.6K +586 +1%
ST
634
Somerset Trust
Pennsylvania
$4.27M -$170K -1,924 -4%
WFMPM
635
Woodley Farra Manion Portfolio Management
Indiana
$4.26M -$23.3K -262 -0.5%
SAM
636
Smithbridge Asset Management
Pennsylvania
$4.26M +$98K +1,112 +2%
EHC
637
Everett Harris & Co
California
$4.26M +$18.9K +215 +0.4%
BHA
638
Beech Hill Advisors
New York
$4.24M +$21.3K +242 +0.5%
WC
639
Whitney & Co
New York
$4.22M +$4.22M +47,851 New
KRSITF
640
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.21M +$37.7K +428 +0.9%
NP
641
NS Partners
United Kingdom
$4.2M -$96.9K -1,100 -2%
AAM
642
Azzad Asset Management
Virginia
$4.19M +$66.1K +750 +2%
SAM
643
Simplify Asset Management
Nevada
$4.19M +$2.01M +22,796 +92%
JC
644
Jacobs & Co
California
$4.17M +$26.3K +298 +0.6%
FA
645
FDx Advisors
Illinois
$4.16M -$4.59M -52,132 -52%
BFG
646
Berger Financial Group
Minnesota
$4.15M -$6.52K -74 -0.2%
HPWA
647
Hall Private Wealth Advisors
North Carolina
$4.14M -$474K -5,383 -10%
AAS
648
Avantax Advisory Services
Texas
$4.14M +$461K +5,235 +13%
MJP
649
Michael J. Puzo
$4.12M +$537K +6,099 +15%
SWP
650
Strategic Wealth Partners
Ohio
$4.1M +$1.63M +18,555 +66%
24 25
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