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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 %
FCFC
1226
First Commonwealth Financial Corp
Pennsylvania
$756K +$12.9K +165 +2%
CI
1227
CX Institutional
Indiana
$755K -$2.98K -38 -0.4%
VA
1228
Valmark Advisers
Ohio
$753K +$36.1K +461 +5%
WANY
1229
Wealthspire Advisors (New York)
New York
$749K +$221K +2,824 +42%
FPF
1230
First Pacific Financial
Washington
$749K -$9.87K -126 -1%
SDWIA
1231
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$749K +$3.29K +42 +0.4%
TIAA Trust, National Association
1232
TIAA Trust, National Association
North Carolina
$748K +$748K +9,541 New
DA
1233
DCM Advisors
New York
$742K -$43.5K -555 -6%
CG
1234
Corundum Group
Colorado
$741K -$40.4K -516 -5%
CHAM
1235
Clear Harbor Asset Management
Connecticut
$740K -$77.1K -984 -9%
GP
1236
Girard Partners
Pennsylvania
$737K -$888K -11,332 -55%
RWM
1237
Ritholtz Wealth Management
New York
$735K +$121K +1,550 +20%
VCM
1238
Violich Capital Management
California
$734K -$153K -1,950 -17%
SCI
1239
Stableford Capital II
Arizona
$731K +$70 +1 +0%
AWM
1240
Aspire Wealth Management
Massachusetts
$731K – – –
IAS
1241
Investment Advisory Services
Texas
$731K +$2.98K +38 +0.4%
BIA
1242
Barry Investment Advisors
Massachusetts
$731K -$37.7K -477 -5%
MFG
1243
Merit Financial Group
Georgia
$722K +$86.5K +1,104 +14%
DI
1244
Diligent Investors
California
$722K – – –
PG
1245
Patten Group
Tennessee
$718K -$83.6K -1,067 -10%
LIM
1246
Loudon Investment Management
New Hampshire
$717K -$9.95K -127 -1%
EWM
1247
Empirical Wealth Management
Washington
$713K +$129K +1,651 +22%
EM
1248
ELCO Management
New York
$710K -$122K -1,552 -15%
PGWM
1249
Pitti Group Wealth Management
New York
$707K +$80.1K +1,022 +13%
BC
1250
Burney Company
Virginia
$706K -$6.58K -84 -0.9%
48 49
50
51 52