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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 %
FHB
826
First Hawaiian Bank
Hawaii
$2.05M -$85.6K -1,092 -4%
CWM
827
Cordatus Wealth Management
Pennsylvania
$2.05M -$96.2K -1,228 -4%
BO
828
Bank OZK
Arkansas
$2.05M -$24.8K -317 -1%
MIM
829
Miller Investment Management
Pennsylvania
$2.05M – – –
AA
830
Argent Advisors
Louisiana
$2.03M +$110K +1,405 +6%
HPWA
831
Hall Private Wealth Advisors
North Carolina
$2.03M -$1.65M -21,120 -45%
NFG
832
Nations Financial Group
Iowa
$2.02M -$90K -1,148 -4%
LBC
833
Lowe Brockenbrough & Co
Virginia
$2.02M -$61.9K -783 -3%
CWMU
834
Caliber Wealth Management (Utah)
Utah
$2.01M +$194K +2,477 +11%
SI
835
Saxon Interests
Texas
$2.01M +$1.38M +17,671 +221%
HAS
836
HBW Advisory Services
California
$2.01M +$979K +12,490 +95%
IA
837
IFG Advisory
Georgia
$2M +$62K +791 +3%
RPWA
838
Regent Peak Wealth Advisors
Georgia
$1.98M +$29K +370 +1%
RVM
839
Robinson Value Management
Texas
$1.97M +$9.87K +126 +0.5%
CAM
840
Cubic Asset Management
Massachusetts
$1.96M -$259K -3,300 -12%
UFG
841
United Fire Group
Iowa
$1.96M – – –
RG
842
Rathbones Group
United Kingdom
$1.95M +$68.7K +877 +4%
RB
843
Rodgers Brothers
Pennsylvania
$1.94M +$93.2K +1,189 +5%
CT
844
Cambridge Trust
Massachusetts
$1.93M +$312K +3,985 +19%
JAM
845
Jupiter Asset Management
United Kingdom
$1.93M -$4.65M -59,303 -71%
EW
846
Evexia Wealth
Wisconsin
$1.93M -$3.89M -54,481 -67%
OIS
847
Okabena Investment Services
Minnesota
$1.91M +$227K +2,891 +13%
LNWWM
848
Laird Norton Wetherby Wealth Management
California
$1.91M -$56.1K -716 -3%
BDS
849
Banco de Sabadell
Florida
$1.91M +$206K +2,620 +12%
CNFG
850
Creegan & Nassoura Financial Group
New Hampshire
$1.91M +$42.7K +545 +2%
32 33
34
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