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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 %
WJWM
1101
Williams Jones Wealth Management
New York
$1.02M -$381K -4,866 -27%
SACTSONJ
1102
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.02M – – –
NSEDCP
1103
NJ State Employees Deferred Compensation Plan
New Jersey
$1.02M – – –
V
1104
ViaWealth
Kansas
$1.02M +$120K +1,535 +13%
PWM
1105
Perigon Wealth Management
California
$1.01M +$17.2K +220 +2%
SFS
1106
Stiles Financial Services
Minnesota
$1.01M -$170K -2,164 -14%
CA
1107
Claro Advisors
Massachusetts
$1.01M +$122K +1,554 +14%
LD
1108
Lipe & Dalton
New York
$1.01M +$78 +1 +0%
BC
1109
Bartlett & Co
Ohio
$1.01M -$4.67K -59 -0.5%
BCWM
1110
Bartlett & Co Wealth Management
Ohio
$1.01M -$4.66K -59 -0.5%
MIM
1111
Martin Investment Management
Florida
$1.01M -$16.1K -205 -2%
AFG
1112
ABLE Financial Group
Arizona
$1M -$456K -5,824 -31%
GI
1113
GS Investments
Minnesota
$1M -$39.2K -500 -4%
MMG
1114
Monetary Management Group
Missouri
$997K -$35.3K -450 -3%
MWAM
1115
Manhattan West Asset Management
California
$992K +$151K +2,083 +18%
CGFA
1116
Colton Groome Financial Advisors
North Carolina
$992K +$218K +2,786 +28%
SMC
1117
Smith, Moore & Co
Missouri
$989K +$549 +7 +0.1%
NL
1118
NVWM LLC
Pennsylvania
$989K +$143K +1,809 +17%
PGFC
1119
Peapack-Gladstone Financial Corp
New Jersey
$988K -$25K -319 -2%
HH
1120
Hilltop Holdings
Texas
$988K -$6.03K -77 -0.6%
SB
1121
Strategic Blueprint
Georgia
$986K -$5.09K -65 -0.5%
AIA
1122
Angeles Investment Advisors
California
$986K +$308K +3,905 +45%
TPW
1123
Transatlantique Private Wealth
New York
$970K +$5.35K +69 +0.6%
LIA
1124
LS Investment Advisors
Michigan
$968K +$142K +1,810 +17%
ADIM
1125
Alpha DNA Investment Management
Maryland
$967K -$750K -9,574 -44%
43 44
45
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