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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 %
SACTSONJ
1101
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M – – –
NSEDCP
1102
NJ State Employees Deferred Compensation Plan
New Jersey
$1.15M – – –
AF
1103
Advisornet Financial
Minnesota
$1.14M +$282K +3,205 +33%
PA
1104
PFG Advisors
Arizona
$1.14M -$34.3K -389 -3%
PGFC
1105
Peapack-Gladstone Financial Corp
New Jersey
$1.14M -$402K -4,561 -26%
CL
1106
Choreo LLC
Illinois
$1.14M +$266 +3 +0%
BCWM
1107
Bartlett & Co Wealth Management
Ohio
$1.14M +$179K +2,015 +19%
EH
1108
Equitable Holdings
New York
$1.14M +$146K +1,657 +15%
AC
1109
Albar Capital
United Kingdom
$1.14M +$1.14M +12,895 New
BC
1110
Bartlett & Co
Ohio
$1.14M +$179K +2,015 +19%
LFA
1111
Legacy Financial Advisors
Kentucky
$1.13M +$60.4K +686 +6%
LD
1112
Lipe & Dalton
New York
$1.13M +$72.9K +827 +7%
FIA
1113
Foundations Investment Advisors
Arizona
$1.13M -$246K -2,796 -18%
PWM
1114
Perigon Wealth Management
California
$1.12M -$13.7K -155 -1%
IWM
1115
IHT Wealth Management
Illinois
$1.12M +$257K +2,912 +30%
HH
1116
Hilltop Holdings
Texas
$1.12M +$47.4K +538 +4%
SB
1117
Strategic Blueprint
Georgia
$1.11M +$19.5K +221 +2%
SMC
1118
Smith, Moore & Co
Missouri
$1.11M +$89K +1,010 +9%
IAIM
1119
International Assets Investment Management
Florida
$1.11M -$85.6K -972 -7%
AUB
1120
Atlantic Union Bankshares
Virginia
$1.1M -$1.52M -17,300 -58%
TA
1121
Tectonic Advisors
Texas
$1.1M -$3.44K -39 -0.3%
CW
1122
Connectus Wealth
Ohio
$1.1M +$14.7K +167 +1%
JF
1123
Jump Financial
Illinois
$1.1M +$1.1M +12,478 New
TPW
1124
Transatlantique Private Wealth
New York
$1.1M +$1.32K +15 +0.1%
SGI
1125
Summit Global Investments
Utah
$1.1M -$1.48M -16,786 -57%
43 44
45
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