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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 %
SCA
1126
St. Clair Advisors
Ohio
$967K – – –
ONB
1127
Old National Bancorp
Indiana
$965K -$73.3K -936 -7%
TA
1128
Tectonic Advisors
Texas
$964K -$15.4K -197 -2%
CCM
1129
Coldstream Capital Management
Washington
$963K +$1.88K +24 +0.2%
MW
1130
Marcum Wealth
Ohio
$963K +$162K +2,069 +20%
IAIM
1131
International Assets Investment Management
Florida
$962K -$20K -256 -2%
DIP
1132
DT Investment Partners
Pennsylvania
$956K +$10.2K +130 +1%
DBIA
1133
Dumont & Blake Investment Advisors
New Jersey
$955K +$4.7K +60 +0.5%
AA
1134
Auxano Advisors
Washington
$954K +$225K +2,865 +31%
CW
1135
Connectus Wealth
Ohio
$953K -$24.9K -318 -3%
M1FG
1136
Mach-1 Financial Group
Arkansas
$949K -$755K -9,635 -44%
SGI
1137
Summit Global Investments
Utah
$947K -$28.1K -359 -3%
PWPS
1138
Pinnacle Wealth Planning Services
Ohio
$946K -$12.9K -165 -1%
SAM
1139
Sawgrass Asset Management
Florida
$945K -$6.35K -81 -0.7%
MIM
1140
Morningstar Investment Management
Illinois
$943K +$21.5K +275 +2%
CWA
1141
Canvas Wealth Advisors
Kansas
$943K -$214K -2,943 -18%
SIP
1142
Scott Investment Partners
United Kingdom
$940K – – –
MS
1143
Maven Securities
Jersey
$939K +$939K +11,983 New
PWA
1144
Provenance Wealth Advisors
Florida
$939K +$939K +11,979 New
WFG
1145
Wills Financial Group
Virginia
$936K +$316K +4,038 +51%
SFS
1146
Sowell Financial Services
Arkansas
$934K -$1.57M -19,791 -63%
FIA
1147
Foundations Investment Advisors
Arizona
$934K -$71.9K -918 -7%
STA
1148
Summit Trail Advisors
New York
$933K -$90.3K -1,142 -9%
EAM
1149
EFG Asset Management
Oregon
$930K -$35.8K -457 -4%
KA
1150
Kintegral Advisory
New York
$926K -$553 -7 -0.1%
44 45
46
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