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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 %
KOCAA
1301
Knights of Columbus Asset Advisors
Connecticut
$708K +$503K +5,706 +245%
OL
1302
Optas LLC
Texas
$708K +$15.6K +177 +2%
PGWM
1303
Pitti Group Wealth Management
New York
$705K +$120K +1,357 +20%
SI
1304
Saxon Interests
Texas
$704K +$110K +1,246 +18%
JE
1305
JMAC Enterprises
Pennsylvania
$704K +$115K +1,300 +19%
BBI
1306
Baxter Bros Inc
Connecticut
$697K -$17.6K -200 -2%
WFG
1307
Wills Financial Group
Virginia
$696K +$696K +7,902 New
TNB
1308
Thomasville National Bank
Georgia
$695K -$26K -295 -4%
YIA
1309
YHB Investment Advisors
Connecticut
$693K -$53.7K -610 -7%
PNC
1310
Park National Corp
Ohio
$691K -$74.9K -850 -10%
DSC
1311
Duncker Streett & Co
Missouri
$690K +$1.15K +13 +0.2%
AG
1312
Ascent Group
Virginia
$690K +$259K +3,150 +60%
RWM
1313
Ritholtz Wealth Management
New York
$690K -$32.2K -366 -4%
SEEDPG
1314
S.E.E.D. Planning Group
New York
$689K -$135K -1,534 -16%
SN
1315
Sittner & Nelson
Oregon
$686K -$14.3K -162 -2%
WAP
1316
Wealthcare Advisory Partners
Pennsylvania
$684K -$39.7K -451 -5%
TFA
1317
Transamerica Financial Advisors
Florida
$683K +$85.4K +969 +14%
OP
1318
ORG Partners
Indiana
$681K +$681K +7,766 New
CAAS
1319
Capital Asset Advisory Services
Michigan
$681K -$17.9K -204 -3%
KA
1320
Kovack Advisors
Florida
$678K +$24.3K +276 +4%
PP
1321
PrairieView Partners
Minnesota
$676K -$2.64K -30 -0.4%
CCA
1322
Cobblestone Capital Advisors
New York
$674K -$16.7K -189 -2%
MYIA
1323
Mount Yale Investment Advisors
Colorado
$673K -$420K -4,767 -38%
CBNLCF
1324
Cognios Beta Neutral Large Cap Fund
Kansas
$671K – – –
PWMG
1325
Prestige Wealth Management Group
New Jersey
$669K -$30.3K -341 -4%
51 52
53
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