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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 %
NG
851
Norden Group
Utah
$1.9M +$1.9M +24,284 New
LAS
852
Lloyd Advisory Services
Georgia
$1.9M +$1.9M +24,284 New
DGAM
853
Desjardins Global Asset Management
Quebec, Canada
$1.9M +$160K +2,041 +9%
WI
854
Wintrust Investments
Illinois
$1.89M -$1.52M -19,356 -44%
BAM
855
Belpointe Asset Management
Nevada
$1.89M +$640K +8,167 +51%
ONSWM
856
Old North State Wealth Management
North Carolina
$1.89M +$115K +1,462 +6%
SWK
857
Stephen W. Kidder
$1.89M +$396K +5,050 +27%
BFO
858
Boston Family Office
Massachusetts
$1.88M +$329K +4,203 +21%
ST
859
Spinnaker Trust
Maine
$1.88M -$144K -1,842 -7%
EFS
860
Econ Financial Services
Pennsylvania
$1.88M -$627K -8,002 -25%
ACI
861
Alpha Cubed Investments
California
$1.88M -$4.74M -60,494 -72%
AWA
862
Arete Wealth Advisors
Illinois
$1.87M +$827K +10,560 +79%
ISL
863
Ingalls & Snyder LLC
New York
$1.87M -$33.3K -425 -2%
CM
864
Cercano Management
Washington
$1.86M – – –
EF
865
Empowered Funds
Pennsylvania
$1.86M +$386K +4,926 +26%
VFA
866
Valeo Financial Advisors
Indiana
$1.85M +$100K +1,278 +6%
GRP
867
Global Retirement Partners
California
$1.84M +$63K +826 +4%
HA
868
Harfst & Associates
Wyoming
$1.84M -$1.1K -14 -0.1%
UB
869
UMB Bank
Missouri
$1.83M -$29.9K -381 -2%
GP
870
Greenline Partners
New York
$1.83M – – –
Capstone Investment Advisors
871
Capstone Investment Advisors
New York
$1.82M +$1.43M +18,246 +363%
KOC
872
Koss-Olinger Consulting
Florida
$1.82M +$15K +192 +0.8%
CAM
873
Cypress Asset Management
Texas
$1.82M -$71.9K -917 -4%
HCM
874
Hengehold Capital Management
Ohio
$1.82M +$65.2K +832 +4%
NPT
875
Nixon Peabody Trust
Massachusetts
$1.81M +$74.4K +950 +4%
33 34
35
36 37