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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 %
LCWP
1001
Legacy Capital Wealth Partners
Arkansas
$1.31M +$1.31M +16,697 New
GCA
1002
Greenwood Capital Associates
South Carolina
$1.3M +$43.5K +555 +3%
HIA
1003
Harbor Investment Advisory
Maryland
$1.3M -$74.8K -954 -5%
FFS
1004
Founders Financial Securities
Maryland
$1.3M -$15.3K -195 -1%
LJAC
1005
L.J. Altfest & Co
New York
$1.28M +$25.8K +329 +2%
CWM
1006
C2C Wealth Management
Arizona
$1.28M +$61.9K +800 +5%
IAN
1007
Integrated Advisors Network
Texas
$1.28M -$976K -12,451 -43%
WIM
1008
Westside Investment Management
California
$1.28M +$56.4K +720 +5%
OF
1009
Outfitter Financial
Maine
$1.28M +$52.5K +670 +4%
FFM
1010
Forum Financial Management
Illinois
$1.27M -$40.7K -520 -3%
CIAS
1011
Capital Investment Advisory Services
North Carolina
$1.27M -$43.6K -557 -3%
HI
1012
Harrington Investments
California
$1.26M -$15.8K -201 -1%
AA
1013
Apriem Advisors
California
$1.26M -$6.06M -77,328 -83%
IWM
1014
IHT Wealth Management
Illinois
$1.25M +$256K +3,266 +26%
PWP
1015
Principle Wealth Partners
Connecticut
$1.25M -$113K -1,437 -8%
MCWS
1016
McKinley Carter Wealth Services
West Virginia
$1.24M +$31.3K +399 +3%
FNA
1017
First National Advisers
Nebraska
$1.24M +$817K +10,435 +193%
MAS
1018
Meeder Advisory Services
Ohio
$1.24M -$200K -2,551 -14%
WAS
1019
Wealth Advisory Solutions
Indiana
$1.24M +$422K +5,293 +52%
DA
1020
Doliver Advisors
Texas
$1.23M +$23.1K +295 +2%
EFS
1021
Essex Financial Services
Connecticut
$1.23M +$157K +2,001 +15%
S
1022
SignatureFD
Georgia
$1.22M +$83.1K +1,061 +7%
TAM
1023
Trust Asset Management
Texas
$1.22M – – –
RI
1024
Ridgewood Investments
New Jersey
$1.22M +$98.1K +1,252 +9%
MGIA
1025
Moneta Group Investment Advisors
Missouri
$1.22M +$62K +791 +5%
39 40
41
42 43