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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 %
SAM
876
Silvercrest Asset Management
New York
$1.81M -$7.84K -100 -0.4%
VBFP
877
Valtinson Bruner Financial Planning
Minnesota
$1.8M +$235 +3 +0%
WMA
878
West Michigan Advisors
Michigan
$1.79M +$45K +574 +3%
OHWP
879
Oak Harbor Wealth Partners
North Carolina
$1.79M +$171K +2,181 +11%
CC
880
Cannell & Co
New York
$1.79M – – –
DAS
881
Dynamic Advisor Solutions
Arizona
$1.78M -$16.9K -216 -0.9%
SLI
882
Sumitomo Life Insurance
Japan
$1.77M -$23.1K -295 -1%
BFS
883
Bradley Foster & Sargent
Connecticut
$1.77M – – –
CSPAM
884
Cary Street Partners Asset Management
Virginia
$1.76M -$16.5K -211 -0.9%
BA
885
Bristlecone Advisors
Washington
$1.76M +$76.9K +981 +5%
PAM
886
Peak Asset Management
Colorado
$1.76M +$1.76M +22,445 New
CNBTD
887
Citizens National Bank Trust Department
Mississippi
$1.75M -$119K -1,518 -6%
MWM
888
Mattern Wealth Management
Kansas
$1.75M +$64.1K +818 +4%
SC
889
Sawyer & Company
Massachusetts
$1.75M -$7.05K -90 -0.4%
WA
890
Wambolt & Associates
Colorado
$1.74M +$268K +3,452 +18%
PI
891
PFG Investments
New York
$1.73M +$104K +1,326 +6%
CFGS
892
Concourse Financial Group Securities
Alabama
$1.73M +$122K +1,543 +8%
CCA
893
Catalyst Capital Advisors
New York
$1.73M – – –
DIA
894
Dana Investment Advisors
Wisconsin
$1.73M +$517K +6,597 +43%
SRC
895
Shufro Rose & Co
New York
$1.72M -$5.25K -67 -0.3%
GCP
896
Garda Capital Partners
Minnesota
$1.71M +$1.71M +21,850 New
FA
897
Financial Advantage
Maryland
$1.71M -$1.09M -13,964 -39%
SFG
898
SevenBridge Financial Group
Pennsylvania
$1.71M +$39.2K +500 +2%
TAM
899
Tealwood Asset Management
Minnesota
$1.7M +$7.45K +95 +0.4%
AWM
900
Axxcess Wealth Management
California
$1.7M +$655K +8,361 +63%
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36
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