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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 %
IMCOOI
751
Investment Management Corp of Ontario (IMCO)
Canada
$2.56M +$515K +6,567 +25%
NC
752
NovaPoint Capital
Georgia
$2.56M +$153K +1,953 +6%
BFS
753
Bard Financial Services
Connecticut
$2.54M -$108K -1,375 -4%
PT
754
Plimoth Trust
Massachusetts
$2.54M -$49.4K -630 -2%
PWW
755
Pettyjohn Wood & White
Virginia
$2.51M -$307K -3,922 -11%
RG
756
Richelieu Gestion
France
$2.5M -$1.12M -14,272 -31%
CCP
757
Clough Capital Partners
Massachusetts
$2.5M – – –
CFCI
758
Comprehensive Financial Consultants Institutional
Indiana
$2.49M +$335K +4,270 +16%
LOIM
759
Liberty One Investment Management
Illinois
$2.49M +$163K +2,077 +7%
MFFIA
760
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.48M +$7.84K +100 +0.3%
FWP
761
FAS Wealth Partners
Kansas
$2.47M +$91.7K +1,170 +4%
HPC
762
HM Payson & Co
Maine
$2.45M +$25.8K +329 +1%
PWA
763
Phoenix Wealth Advisors
North Carolina
$2.44M +$62.9K +803 +3%
FB
764
Fulton Bank
Pennsylvania
$2.43M +$122K +1,557 +5%
CAM
765
Claret Asset Management
Quebec, Canada
$2.42M -$37.5K -479 -2%
DJSG
766
D.J. St. Germain
Massachusetts
$2.42M +$9.56K +122 +0.4%
TIM
767
Tevis Investment Management
Texas
$2.4M +$234K +2,987 +11%
SF
768
Slagle Financial
Illinois
$2.39M +$212K +2,710 +10%
ADBIC
769
A.D. Beadell Investment Counsel
Wisconsin
$2.38M -$9.79K -125 -0.4%
WS
770
Wedbush Securities
California
$2.38M +$110K +1,399 +5%
PAM
771
Paradigm Asset Management
New York
$2.37M -$149K -1,900 -6%
UCI
772
Uncommon Cents Investing
Wisconsin
$2.36M +$96.1K +1,227 +4%
RA
773
RFG Advisory
Alabama
$2.36M +$480K +6,130 +26%
IFO
774
Intrepid Family Office
Florida
$2.35M +$392K +5,000 +20%
SVWAG
775
Sound View Wealth Advisors Group
Georgia
$2.35M +$174K +2,224 +8%
29 30
31
32 33