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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 %
AAS
1026
Ameritas Advisory Services
Nebraska
$1.21M +$896K +11,664 +281%
GA
1027
GoalVest Advisory
New York
$1.21M -$12.9K -164 -1%
QI
1028
Qtron Investments
Massachusetts
$1.21M +$164K +2,095 +16%
DWM
1029
Dakota Wealth Management
Florida
$1.2M +$130K +1,661 +12%
TA
1030
TCM Advisors
West Virginia
$1.2M -$1.22M – –
NED
1031
Nancy E. Dempze
$1.2M +$109K +1,385 +10%
IA
1032
IFP Advisors
Florida
$1.19M -$391K -4,987 -25%
AWMT
1033
AAFMAA Wealth Management & Trust
North Carolina
$1.19M – – –
CBTWT
1034
Community Bank & Trust (Waco, Texas)
Texas
$1.19M -$219K -2,716 -16%
IHL
1035
Investment House LLC
California
$1.19M -$10.3K -132 -0.9%
EH
1036
Equitable Holdings
New York
$1.19M +$178K +2,277 +18%
IIA
1037
ICW Investment Advisors
Arizona
$1.19M +$31K +396 +3%
CTWM
1038
Cherry Tree Wealth Management
Minnesota
$1.19M +$272K +3,474 +30%
SC
1039
Schulhoff & Co
Ohio
$1.17M -$88.3K -1,127 -7%
WCM
1040
Whitener Capital Management
North Carolina
$1.17M +$15K +192 +1%
P
1041
Pitcairn
Pennsylvania
$1.17M +$147K +1,874 +14%
B
1042
Bellecapital
Switzerland
$1.17M +$3.53K +45 +0.3%
BBA
1043
Baader Bank Aktiengesellschaft
Germany
$1.17M +$1.17M +14,900 New
EGM
1044
Engineers Gate Manager
New York
$1.17M -$946K -12,071 -45%
RCA
1045
Riverview Capital Advisers
Massachusetts
$1.16M – – –
TCOO
1046
Trust Company of Oklahoma
Oklahoma
$1.16M -$16.3K -208 -1%
SSB
1047
Sandy Spring Bank
Maryland
$1.16M -$269K -3,438 -19%
CL
1048
Choreo LLC
Illinois
$1.16M +$143K +1,815 +14%
HCM
1049
HMS Capital Management
Tennessee
$1.15M +$130K +1,656 +13%
SWM
1050
Spire Wealth Management
Virginia
$1.15M +$47.9K +611 +4%
40 41
42
43 44