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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 %
CIA
901
Cascade Investment Advisors
Oregon
$1.66M +$92.3K +1,120 +6%
LWA
902
Lineweaver Wealth Advisors
Ohio
$1.66M +$772K +9,365 +87%
DRD
903
Dennis R. Delaney
$1.65M +$30.1K +365 +2%
RG
904
Rathbones Group
United Kingdom
$1.63M -$420K -5,098 -20%
BAM
905
Belpointe Asset Management
Nevada
$1.63M -$359K -4,355 -18%
CFD
906
Creative Financial Designs
Indiana
$1.63M +$141K +1,708 +9%
SIAG
907
Signet Investment Advisory Group
Rhode Island
$1.62M +$34.3K +416 +2%
AI
908
AXS Investments
New York
$1.62M +$989 +12 +0.1%
TWM
909
Tradition Wealth Management
Minnesota
$1.62M +$26.3K +319 +2%
WI
910
WBI Investments
New Jersey
$1.61M +$1.61M +19,604 New
FIM
911
Fernwood Investment Management
Massachusetts
$1.61M -$54.4K -661 -3%
TCM
912
Twin Capital Management
Pennsylvania
$1.6M -$1.5M -18,158 -48%
PA
913
Parallel Advisors
California
$1.6M -$99.6K -1,209 -6%
WWM
914
Western Wealth Management
Colorado
$1.6M -$6.26K -76 -0.4%
FNA
915
First National Advisers
Nebraska
$1.59M +$290K +3,519 +22%
BFG
916
Beacon Financial Group
Texas
$1.59M +$249K +3,022 +19%
CNBTD
917
Citizens National Bank Trust Department
Mississippi
$1.58M -$261K -3,172 -14%
BCP
918
Berkeley Capital Partners
Georgia
$1.58M +$65.7K +797 +4%
GWSG
919
GPS Wealth Strategies Group
Colorado
$1.58M +$139K +1,691 +10%
EWM
920
Evergreen Wealth Management
Michigan
$1.58M +$42K +510 +3%
LI
921
LMCG Investments
Massachusetts
$1.58M -$680K -8,258 -30%
OAM
922
Occidental Asset Management
California
$1.58M +$1.07M +13,024 +213%
CT
923
Cambridge Trust
Massachusetts
$1.58M -$456K -5,541 -22%
FBT
924
First Bank & Trust
South Dakota
$1.57M +$165 +2 +0%
APIM
925
Agate Pass Investment Management
Washington
$1.56M -$86.9K -1,055 -5%
35 36
37
38 39