Medtronic
MDT
2,057 hedge funds and large institutions have $95.8B invested in Medtronic in 2023 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 897 increasing their positions, 768 reducing their positions, and 90 closing their positions.
86% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 90
33% more funds holding in top 10
Funds holding in top 10: 27 → 36 (+9)
17% more repeat investments, than reductions
Existing positions increased: 897 | Existing positions reduced: 768
9% more capital invested
Capital invested by funds: $88B → $95.8B (+$7.88B)
3% more funds holding
Funds holding: 1,991 → 2,057 (+66)
9% more call options, than puts
Call options by funds: $746M | Put options by funds: $686M
0.19% less ownership
Funds ownership: 82.01% → 81.82% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$543M |
| 2 |
Morgan Stanley
New York
|
+$263M |
| 3 |
Neuberger Berman Group
New York
|
+$139M |
| 4 |
Pzena Investment Management
New York
|
+$131M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$470M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$335M |
| 3 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
-$238M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$238M |
| 5 |
BlackRock
New York
|
-$235M |
MDT Hedge Fund Activity: Q2 2023 in Review
2,057 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2023, worth a combined $95.8B — up 9% from $88B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new MDT positions and 90 closed out — a net gain of 77 holders — while 897 added to existing stakes and 768 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $543M. The largest seller was Wellington Management Group, cutting an estimated $470M.
- 2,057 institutional investors held Medtronic (MDT) as of Q2 2023, up from 1,991 in Q1 2023.
- Funds reported $95.8B of Medtronic stock for Q2 2023, up 9% quarter-over-quarter.
- 167 funds opened new Medtronic positions in Q2 2023 and 90 closed out, a net change of +77 holders.
- The largest Medtronic buyer in Q2 2023 was T. Rowe Price Associates, an estimated $543M added.
- The largest Medtronic seller in Q2 2023 was Wellington Management Group, an estimated $470M sold.
Based on aggregated 13F filings for Q2 2023.