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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 %
BFS
801
Bradley Foster & Sargent
Connecticut
$2.23M +$569K +6,906 +34%
MCM
802
McKinley Capital Management
Alaska
$2.2M – – –
NME
803
Notis-McConarty Edward
$2.2M +$21.4K +260 +1%
WA
804
Wambolt & Associates
Colorado
$2.2M +$360K +4,365 +20%
OA
805
Oak Associates
Ohio
$2.2M -$126K -1,526 -5%
GAM
806
Garrison Asset Management
Arkansas
$2.19M -$30.4K -369 -1%
FA
807
FDx Advisors
Illinois
$2.19M -$138K -1,670 -6%
EWM
808
Evercore Wealth Management
New York
$2.19M -$95.5K -1,159 -4%
EVM
809
Evelyn V. Moreno
$2.19M -$3.83M -46,546 -64%
EFMC
810
Empire Financial Management Company
New York
$2.18M +$20.2K +245 +0.9%
FIM
811
Freedom Investment Management
Connecticut
$2.18M -$136K -1,648 -6%
AA
812
Argent Advisors
Louisiana
$2.17M +$35.8K +434 +2%
WB
813
Webster Bank
Connecticut
$2.17M +$433K +5,252 +25%
VBFP
814
Valtinson Bruner Financial Planning
Minnesota
$2.16M +$264K +3,210 +14%
PIA
815
Petredis Investment Advisors
Pennsylvania
$2.16M +$2.16M +26,207 New
EAM
816
EFG Asset Management
Oregon
$2.16M +$1.18M +14,295 +120%
PWW
817
Pettyjohn Wood & White
Virginia
$2.16M -$482K -5,846 -18%
MIM
818
Miller Investment Management
Pennsylvania
$2.16M – – –
DCM
819
Delta Capital Management
New Jersey
$2.16M -$21.8K -265 -1%
ONSWM
820
Old North State Wealth Management
North Carolina
$2.15M +$166K +2,010 +8%
BWG
821
Berry Wealth Group
Texas
$2.14M +$2.14M +26,012 New
MOS
822
MGO One Seven
Ohio
$2.13M -$76.5K -928 -3%
CCA
823
Catalyst Capital Advisors
New York
$2.13M +$308K +3,737 +17%
NIM
824
NEOS Investment Management
Connecticut
$2.12M +$1.01M +12,279 +91%
AWM
825
Axxcess Wealth Management
California
$2.09M +$304K +3,690 +17%
31 32
33
34 35