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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 %
FTDI
826
First Trust Direct Indexing
Massachusetts
$2.08M -$156K -1,893 -7%
AWA
827
Arete Wealth Advisors
Illinois
$2.08M +$117K +1,425 +6%
BDS
828
Banco de Sabadell
Florida
$2.08M +$79.4K +966 +4%
RVM
829
Robinson Value Management
Texas
$2.07M – – –
UFG
830
United Fire Group
Iowa
$2.06M – – –
LBC
831
Lowe Brockenbrough & Co
Virginia
$2.06M -$59.1K -711 -3%
CNFG
832
Creegan & Nassoura Financial Group
New Hampshire
$2.05M +$45.3K +550 +2%
EFS
833
Econ Financial Services
Pennsylvania
$2.04M +$66.3K +805 +3%
FCBT
834
First Citizens Bank & Trust
North Carolina
$2.02M +$2.02M +24,514 New
LA
835
Legacy Advisors
Pennsylvania
$2M -$418K -5,032 -17%
DAS
836
Dynamic Advisor Solutions
Arizona
$1.99M +$73.3K +867 +4%
MWAM
837
Manhattan West Asset Management
California
$1.99M +$862K +10,458 +76%
ADIM
838
Alpha DNA Investment Management
Maryland
$1.98M +$968K +11,754 +95%
GRP
839
Global Retirement Partners
California
$1.98M -$109K -1,264 -5%
ST
840
Spinnaker Trust
Maine
$1.97M -$989 -12 -0.1%
FCH
841
Freestone Capital Holdings
Washington
$1.95M -$1.59M -19,344 -45%
OHWP
842
Oak Harbor Wealth Partners
North Carolina
$1.93M +$50.4K +612 +3%
ISL
843
Ingalls & Snyder LLC
New York
$1.93M -$32.1K -390 -2%
HSA
844
HBK Sorce Advisory
Pennsylvania
$1.93M +$169K +2,055 +10%
GP
845
Greenline Partners
New York
$1.92M – – –
M1FG
846
Mach-1 Financial Group
Arkansas
$1.92M +$920K +11,171 +92%
CAM
847
Cubic Asset Management
Massachusetts
$1.92M -$145K -1,760 -7%
SP
848
Stonebrook Private
Michigan
$1.92M +$1.92M +23,262 New
DGAM
849
Desjardins Global Asset Management
Quebec, Canada
$1.91M -$86.6K -1,051 -4%
CIC
850
Carnegie Investment Counsel
Ohio
$1.91M -$399K -4,842 -17%
32 33
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