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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 %
CCS
1051
Concentric Capital Strategies
Connecticut
$1.15M +$1.15M +14,717 New
DPIM
1052
Duff & Phelps Investment Management
Illinois
$1.15M +$12.3K +157 +1%
IIL
1053
Insight Inv LLC
California
$1.14M -$15.6K -215 -1%
CBOR
1054
Community Bank of Raymore
Missouri
$1.14M -$10.2K -130 -0.9%
BCMO
1055
Buckingham Capital Management (Ohio)
Ohio
$1.14M +$74.1K +946 +7%
BP
1056
Ballentine Partners
Massachusetts
$1.13M -$27.7K -353 -2%
GSEP
1057
Golden State Equity Partners
California
$1.13M +$423K +5,397 +59%
BAM
1058
Beaumont Asset Management
Texas
$1.13M +$43.4K +554 +4%
IRC
1059
Investors Research Corp
Georgia
$1.13M +$3.21K +41 +0.3%
PVI
1060
Pine Valley Investments
New Jersey
$1.12M +$44.1K +562 +4%
CCM
1061
Chiron Capital Management
Florida
$1.12M +$713K +9,100 +175%
XWM
1062
Xcel Wealth Management
Florida
$1.11M -$290K -3,702 -21%
CI
1063
Cigna Investments
Connecticut
$1.11M -$150K -1,911 -12%
AL
1064
Arnhold LLC
New York
$1.11M – – –
CIA
1065
Capital Investment Advisors
Georgia
$1.1M -$102K -1,297 -8%
BEI
1066
Benjamin Edwards Inc
Missouri
$1.1M +$52.2K +666 +5%
CWM
1067
Calamos Wealth Management
Illinois
$1.1M +$149K +1,896 +16%
CWS
1068
Confluence Wealth Services
Pennsylvania
$1.09M -$1.1K -14 -0.1%
BC
1069
Bowman & Company
Wisconsin
$1.09M +$63.5K +810 +6%
NHC
1070
Nicholas Hoffman & Company
Georgia
$1.08M -$13.2K -169 -1%
CIAS
1071
CFS Investment Advisory Services
New Jersey
$1.08M +$3.76K +48 +0.3%
HNWAG
1072
High Net Worth Advisory Group
Florida
$1.08M -$1.02K -13 -0.1%
FFA
1073
First Foundation Advisors
California
$1.08M -$177K -2,260 -14%
NRS
1074
Neville Rodie & Shaw
New York
$1.08M – – –
WTC
1075
WhitTier Trust Company
Nevada
$1.08M -$2.51K -32 -0.2%
41 42
43
44 45