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 %
RWM
676
RBA Wealth Management
California
$3.31M +$61K +779 +2%
SWA
677
SFMG Wealth Advisors
Texas
$3.3M +$223K +2,852 +7%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$3.29M +$41K +523 +1%
AAF
679
Andra AP-fonden
Sweden
$3.26M -$282K -3,600 -8%
HIP
680
Harrell Investment Partners
Texas
$3.25M +$966K +12,420 +42%
CC
681
Courier Capital
New York
$3.25M +$14.7K +188 +0.5%
CIP
682
Chartwell Investment Partners
Pennsylvania
$3.22M -$221K -2,818 -6%
BRWA
683
B. Riley Wealth Advisors
Florida
$3.2M +$346K +4,381 +12%
SG Americas Securities
684
SG Americas Securities
New York
$3.2M -$3.83M -48,889 -54%
BFW
685
Brady Family Wealth
Missouri
$3.2M -$21.4K -273 -0.7%
Verition Fund Management
686
Verition Fund Management
Connecticut
$3.19M +$1.12M +14,274 +54%
RWA
687
Roberts Wealth Advisors
California
$3.19M +$55.8K +778 +2%
TRCT
688
Tower Research Capital (TRC)
New York
$3.17M +$1.3M +16,574 +69%
FNB
689
Farmers National Bank
Kentucky
$3.15M +$369K +4,709 +13%
OAM
690
Oak Asset Management
California
$3.14M +$157K +2,000 +5%
SAM
691
Sectoral Asset Management
Quebec, Canada
$3.14M – – –
KC
692
Kinloch Capital
Virginia
$3.14M -$11K -141 -0.4%
NS
693
NBC Securities
Alabama
$3.13M +$3.13M +39,918 New
CAC
694
Core Alternative Capital
Georgia
$3.12M +$147K +1,874 +5%
PPWP
695
Proquility Private Wealth Partners
Nevada
$3.11M -$133K -1,692 -4%
NCM
696
Nelson Capital Management
California
$3.11M -$80.6K -1,028 -3%
VIM
697
Vinva Investment Management
Australia
$3.09M +$21.3K +271 +0.7%
GHAM
698
Gilman Hill Asset Management
Connecticut
$3.09M +$122K +1,555 +4%
PMG
699
ProVise Management Group
Florida
$3.08M +$666K +8,496 +28%
KA
700
Keene & Associates
Texas
$3.08M +$15.3K +195 +0.5%
26 27
28
29 30