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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 %
BOH
1126
Bank of Hawaii
Hawaii
$1.09M -$29K -329 -3%
SCA
1127
St. Clair Advisors
Ohio
$1.09M – – –
EAM
1128
EFG Asset Management
Oregon
$1.09M +$368K +4,181 +51%
CCM
1129
Coldstream Capital Management
Washington
$1.08M +$19.6K +222 +2%
PF
1130
Phoenix Financial
Israel
$1.08M +$397K +4,587 +58%
KJHP
1131
K.J. Harrison & Partners
Ontario, Canada
$1.08M +$1.08M +12,300 New
GCC
1132
Game Creek Capital
Massachusetts
$1.08M -$308K -3,500 -22%
PWPS
1133
Pinnacle Wealth Planning Services
Ohio
$1.08M -$50.2K -570 -4%
MIC
1134
Means Investment Company
Maine
$1.07M -$47.3K -537 -4%
PWS
1135
Peterson Wealth Services
Utah
$1.07M +$12.4K +141 +1%
SAM
1136
Sawgrass Asset Management
Florida
$1.07M +$30.8K +350 +3%
DBIA
1137
Dumont & Blake Investment Advisors
New Jersey
$1.07M -$51.3K -582 -5%
BWM
1138
Buckley Wealth Management
Nevada
$1.07M +$340K +3,860 +47%
CWM
1139
Calamos Wealth Management
Illinois
$1.07M -$10K -114 -0.9%
DIP
1140
DT Investment Partners
Pennsylvania
$1.06M +$10.9K +124 +1%
SIP
1141
Scott Investment Partners
United Kingdom
$1.06M – – –
MCA
1142
Magnolia Capital Advisors
Mississippi
$1.05M -$2.64K -30 -0.3%
RSWM
1143
Robertson Stephens Wealth Management
California
$1.05M -$243K -2,734 -19%
PTP
1144
Platform Technology Partners
New York
$1.05M +$34.1K +391 +3%
KA
1145
Kintegral Advisory
New York
$1.04M – – –
PFGIA
1146
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M +$19.5K +221 +2%
MIM
1147
Morningstar Investment Management
Illinois
$1.04M +$438K +4,979 +73%
VC
1148
Vicus Capital
Pennsylvania
$1.04M -$116K -1,320 -10%
BSW
1149
Buckingham Strategic Wealth
Missouri
$1.03M -$141K -1,596 -12%
CTWM
1150
Cherry Tree Wealth Management
Minnesota
$1.03M +$1.03M +11,661 New
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