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Medtronic
MDT

Overview Fund Activity

2,065 hedge funds and large institutions have $91.7B invested in Medtronic in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 648 increasing their positions, 985 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,065
Holders Change
+103
Holders Change %
+5.25%
% of All Funds
30.27%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.47%
New
268
Increased
648
Reduced
985
Closed
135
Calls
$847M
Puts
$807M
Net Calls
+$39.9M
Net Calls Change
-$166M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$455M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$274M
4
Millennium Management
Millennium Management
New York
+$262M
5
BlackRock
BlackRock
New York
+$249M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$410M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$277M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$271M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$262M
5
Bank of America
Bank of America
North Carolina
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
776
West Michigan Advisors
Michigan
$2.39M +$505K +6,135 +27%
JFA
777
JNBA Financial Advisors
Minnesota
$2.39M +$20.8K +252 +0.9%
MMA
778
Miracle Mile Advisors
California
$2.38M -$4.92M -59,735 -67%
GIM
779
Gold Investment Management
Alberta, Canada
$2.37M +$2.37M +28,765 New
SWS
780
SYSTM Wealth Solutions
Illinois
$2.37M +$51.7K +625 +2%
CWM
781
Concentric Wealth Management
California
$2.36M +$188K +2,280 +9%
FAM
782
Fred Alger Management
New York
$2.35M +$109K +1,319 +5%
MWS
783
Maxwell Wealth Strategies
California
$2.35M +$2.35M +28,530 New
BFO
784
Boston Family Office
Massachusetts
$2.35M +$372K +4,516 +19%
PCM
785
Palouse Capital Management
Washington
$2.33M -$73.2K -888 -3%
VI
786
Vestcor Inc
New Brunswick, Canada
$2.31M -$25K -303 -1%
AMG
787
Advisors Management Group
Wisconsin
$2.3M +$138K +1,672 +6%
Acadian Asset Management
788
Acadian Asset Management
Massachusetts
$2.3M +$537K +6,529 +31%
SIG
789
Stonegate Investment Group
Alabama
$2.3M +$101K +1,225 +5%
1WA
790
180 Wealth Advisors
Washington
$2.29M +$106K +1,281 +5%
FFA
791
Farther Finance Advisors
California
$2.27M +$1.61M +19,484 +243%
GGA
792
Granite Group Advisors
Connecticut
$2.26M +$2.26M +26,490 New
SAM
793
Simplify Asset Management
Nevada
$2.26M -$166K -2,010 -7%
IF
794
Intrua Financial
Texas
$2.25M -$518K -6,290 -19%
NMG
795
New Millennium Group
Utah
$2.25M +$2.25M +27,265 +123,932%
EF
796
Empowered Funds
Pennsylvania
$2.24M +$293K +3,557 +15%
HAS
797
HBW Advisory Services
California
$2.24M +$130K +1,576 +6%
BFG
798
Berger Financial Group
Minnesota
$2.24M -$1.39M -16,869 -38%
CIA
799
Concurrent Investment Advisors
Florida
$2.24M +$2.24M +27,145 New
CWMU
800
Caliber Wealth Management (Utah)
Utah
$2.23M +$114K +1,378 +5%
30 31
32
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