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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 %
CA
701
Clearstead Advisors
Ohio
$3.08M +$1.57M +20,086 +105%
JC
702
Jacobs & Co
California
$3.07M -$641K -8,175 -17%
FAB
703
First American Bank
Illinois
$3.07M +$47.2K +602 +2%
DCM
704
Donaldson Capital Management
Indiana
$3.06M -$39.8M -507,671 -93%
BCCM
705
Bridge Creek Capital Management
Massachusetts
$3.06M -$14.3K -182 -0.5%
DFG
706
Demars Financial Group
Washington
$3.05M +$31.7K +404 +1%
API
707
Advisor Partners II
California
$3.04M -$50.3K -642 -2%
FT
708
Fiduciary Trust
Massachusetts
$3.01M -$72.8K -929 -2%
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$3M -$73.6K -939 -2%
AAM
710
Augustine Asset Management
Florida
$2.98M +$156K +1,990 +6%
MPM
711
Meritage Portfolio Management
Kansas
$2.97M -$40.8K -520 -1%
FAP
712
Financial Advisory Partners
Florida
$2.97M +$37.7K +481 +1%
TCM
713
Twin Capital Management
Pennsylvania
$2.95M +$364K +4,643 +14%
HA
714
Hamel Associates
New Jersey
$2.93M -$121K -1,550 -4%
Lido Advisors
715
Lido Advisors
California
$2.93M -$2.49M -31,756 -46%
PCTC
716
Perkins Coie Trust Company
Washington
$2.89M +$215K +2,739 +8%
LS
717
Leelyn Smith
Illinois
$2.89M +$248K +3,166 +9%
BCM
718
BTC Capital Management
Iowa
$2.87M -$192K -2,452 -6%
SA
719
Strategic Advisors
New York
$2.84M +$235K +3,001 +9%
Bank of Nova Scotia
720
Bank of Nova Scotia
Ontario, Canada
$2.84M -$198K -2,531 -7%
PFA
721
Pathway Financial Advisers
Indiana
$2.83M +$2.83M +36,159 New
LSPW
722
Lake Street Private Wealth
Illinois
$2.81M +$2.2K +28 +0.1%
SIM
723
Stratos Investment Management
Ohio
$2.81M +$188K +2,405 +7%
BTWM
724
Baker Tilly Wealth Management
Wisconsin
$2.8M -$41.1K -525 -1%
WKWM
725
Walter & Keenan Wealth Management
Indiana
$2.79M -$9.64K -123 -0.3%
27 28
29
30 31