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Medtronic
MDT

Overview Fund Activity

2,047 hedge funds and large institutions have $95.7B invested in Medtronic in 2023 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 894 increasing their positions, 762 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+66
Holders Change %
+3.33%
% of All Funds
32.28%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.57%
New
167
Increased
894
Reduced
762
Closed
90
Calls
$746M
Puts
$686M
Net Calls
+$60.6M
Net Calls Change
-$51.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$555M
2
Morgan Stanley
Morgan Stanley
New York
+$269M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$142M
4
Pzena Investment Management
Pzena Investment Management
New York
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$130M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$344M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$244M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$243M
5
BlackRock
BlackRock
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
EST
951
EA Series Trust
Pennsylvania
$1.65M +$1.65M +18,763 New
NB
952
NBT Bank
New York
$1.65M -$18.1K -205 -1%
AFG
953
ABLE Financial Group
Arizona
$1.64M +$136K +1,547 +9%
QCM
954
Qsemble Capital Management
New York
$1.64M +$44.1K +500 +3%
SIAG
955
Signet Investment Advisory Group
Rhode Island
$1.63M +$94.4K +1,072 +6%
AFS
956
Access Financial Services
Minnesota
$1.63M -$17.1K -194 -1%
IWP
957
Icon Wealth Partners
Texas
$1.63M -$840K -9,539 -34%
BHPW
958
Beverly Hills Private Wealth
California
$1.63M +$754K +8,969 +87%
AIA
959
AIMZ Investment Advisors
California
$1.62M +$352 +4 +0%
EWM
960
Evergreen Wealth Management
Michigan
$1.62M +$167K +1,898 +12%
JCM
961
Jacobi Capital Management
Pennsylvania
$1.62M +$45.3K +514 +3%
MAS
962
Meeder Advisory Services
Ohio
$1.61M +$134K +1,526 +9%
SSB
963
Sandy Spring Bank
Maryland
$1.6M -$15.2K -172 -0.9%
EWA
964
EP Wealth Advisors
California
$1.6M +$1.39M +114,176 +652%
EP
965
EPIQ Partners
Minnesota
$1.6M +$26.4K +300 +2%
COCM
966
Charter Oak Capital Management
New Hampshire
$1.6M +$705 +8 +0%
WWM
967
Western Wealth Management
Colorado
$1.59M +$115K +1,308 +8%
FBT
968
First Bank & Trust
South Dakota
$1.59M +$324K +3,679 +26%
BCP
969
Berkeley Capital Partners
Georgia
$1.59M +$103K +1,165 +7%
XWM
970
Xcel Wealth Management
Florida
$1.58M -$146K -1,661 -8%
CFD
971
Creative Financial Designs
Indiana
$1.58M -$10.4K -118 -0.7%
WJWM
972
Williams Jones Wealth Management
New York
$1.58M -$470K -5,332 -23%
1SB
973
1ST Source Bank
Indiana
$1.56M -$69.7K -791 -4%
LA
974
Lakeside Advisors
Washington
$1.56M -$8.28K -94 -0.5%
WP
975
WealthShield Partners
North Carolina
$1.55M +$69.1K +778 +5%
37 38
39
40 41