MDT icon

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 %
FM
726
Family Management
New York
$3.1M -$41.8K -474 -1%
BIC
727
Beach Investment Counsel
Pennsylvania
$3.06M -$115K -1,300 -4%
HI
728
Horizon Investments
North Carolina
$3.05M +$148K +1,678 +5%
CIP
729
Capital Insight Partners
Arizona
$3.05M -$356K -4,036 -10%
GIA
730
GHP Investment Advisors
Colorado
$3.03M +$403K +4,825 +15%
SPC
731
Sigma Planning Corp
Michigan
$3.03M -$352K -3,992 -10%
AWM
732
Apollon Wealth Management
South Carolina
$3.03M +$1.15M +13,092 +62%
PCTC
733
Perkins Coie Trust Company
Washington
$3.01M -$37.2K -422 -1%
MLIC
734
Mandatum Life Insurance Company
Finland
$3.01M – – –
CTI
735
Community Trust & Investment
Kentucky
$3.01M -$96.7K -1,098 -3%
FIM
736
Freedom Investment Management
Connecticut
$3M -$370K -4,195 -11%
LAM
737
L2 Asset Management
Massachusetts
$3M +$3M +34,064 New
BFS
738
Bard Financial Services
Connecticut
$2.98M +$44.1K +500 +1%
LS
739
Leelyn Smith
Illinois
$2.97M +$171K +1,941 +6%
SIM
740
Stratos Investment Management
Ohio
$2.95M +$50.9K +578 +2%
SA
741
Strategic Advisors
New York
$2.93M +$31.1K +353 +1%
PT
742
Plimoth Trust
Massachusetts
$2.91M -$35.5K -403 -1%
TCM
743
Twin Capital Management
Pennsylvania
$2.91M +$1M +11,365 +53%
PWS
744
Peloton Wealth Strategists
Indiana
$2.9M – – –
SC
745
Savant Capital
Illinois
$2.9M +$2.32M +26,305 +399%
VIM
746
VELA Investment Management
Ohio
$2.88M -$275K -3,125 -9%
PAM
747
Paradigm Asset Management
New York
$2.84M +$1.19M +13,500 +72%
EWM
748
Evercore Wealth Management
New York
$2.83M +$57.6K +654 +2%
ECM
749
Exchange Capital Management
Michigan
$2.83M +$9.25K +105 +0.3%
EFS
750
Econ Financial Services
Pennsylvania
$2.82M +$26.3K +299 +0.9%
28 29
30
31 32