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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 %
MA
801
Mutual Advisors
Nebraska
$2.18M -$56.2K -717 -3%
VI
802
Versor Investments
New York
$2.18M +$1.27M +16,261 +140%
EWM
803
Evercore Wealth Management
New York
$2.17M -$348K -4,442 -14%
WB
804
WesBanco Bank
West Virginia
$2.17M -$145K -1,850 -6%
BBNA
805
Bremer Bank National Association
Minnesota
$2.16M +$84.2K +1,074 +4%
LI
806
LMCG Investments
Massachusetts
$2.15M +$583K +7,437 +37%
FAM
807
Fred Alger Management
New York
$2.14M – – –
FTDI
808
First Trust Direct Indexing
Massachusetts
$2.13M +$70.2K +896 +3%
CS
809
Comerica Securities
Michigan
$2.12M -$158K -1,999 -7%
CAM
810
CenterStar Asset Management
Illinois
$2.12M +$2.12M +27,064 New
ATPW
811
Ashton Thomas Private Wealth
Arizona
$2.12M +$442K +5,646 +26%
GAM
812
Garrison Asset Management
Arkansas
$2.12M +$3.53K +45 +0.2%
MOS
813
MGO One Seven
Ohio
$2.1M +$166K +2,118 +9%
MCM
814
McKinley Capital Management
Alaska
$2.1M – – –
CA
815
CGN Advisors
Kansas
$2.09M +$96.5K +1,232 +5%
SIG
816
Stonegate Investment Group
Alabama
$2.09M -$6.35K -81 -0.3%
HCM
817
Hodges Capital Management
Texas
$2.09M +$124K +1,583 +6%
DCM
818
Delta Capital Management
New Jersey
$2.07M -$53.3K -680 -3%
NME
819
Notis-McConarty Edward
$2.07M +$39.2K +500 +2%
CWM
820
Concentric Wealth Management
California
$2.07M +$9.01K +115 +0.4%
1WA
821
180 Wealth Advisors
Washington
$2.07M +$169K +2,152 +9%
SCP
822
Shorepoint Capital Partners
Massachusetts
$2.06M +$48.1K +614 +2%
AMG
823
Advisors Management Group
Wisconsin
$2.06M +$58.9K +751 +3%
EFMC
824
Empire Financial Management Company
New York
$2.06M -$23.6K -301 -1%
GCIM
825
Gunn & Company Investment Management
Florida
$2.05M +$2.05M +26,218 New
31 32
33
34 35