MDT icon

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 %
MFA
1326
Mayflower Financial Advisors
Massachusetts
$668K -$53.7K -609 -7%
PP
1327
Patten & Patten
Tennessee
$668K +$72.3K +821 +12%
VCM
1328
Virtue Capital Management
Tennessee
$667K -$38.9K -448 -6%
SBH
1329
Segall Bryant & Hamill
Illinois
$664K +$9.69K +110 +1%
BA
1330
Ballast Advisors
Minnesota
$664K -$10.4K -118 -2%
PMA
1331
Prudent Man Advisors
Illinois
$661K -$13.8K -157 -2%
KSCM
1332
Kamunting Street Capital Management
Florida
$661K +$661K +7,500 New
EWM
1333
Empirical Wealth Management
Washington
$656K +$110K +1,249 +20%
GPI
1334
General Partner Inc
Pennsylvania
$656K – – –
LCM
1335
Lewis Capital Management
California
$656K -$8.81K -100 -1%
JWM
1336
Janiczek Wealth Management
Colorado
$653K +$43K +488 +7%
HIC
1337
Hartline Investment Corp
Illinois
$650K – – –
GA
1338
Geller Advisors
New York
$647K +$647K +7,291 New
FI
1339
Financial Insights
Washington
$646K +$197K +2,238 +44%
CA
1340
Continuum Advisory
Idaho
$642K +$9.25K +105 +1%
SIA
1341
Schechter Investment Advisors
Michigan
$637K +$12.1K +137 +2%
NB
1342
Northwest Bancshares
Pennsylvania
$636K +$4.58K +52 +0.7%
DBRC
1343
D.B. Root & Company
Pennsylvania
$630K +$324K +3,675 +106%
NRD
1344
Nebula Research & Development
New York
$628K +$628K +7,126 New
PPWM
1345
Paragon Private Wealth Management
Kentucky
$626K +$37K +420 +6%
TIMH
1346
Tilt Investment Management Holdings
New York
$625K – – –
BWM
1347
Biltmore Wealth Management
Arizona
$624K +$19.1K +217 +3%
SOAMC
1348
Spirit of America Management Corp
New York
$623K – – –
AIC
1349
Archer Investment Corporation
Indiana
$618K +$13K +148 +2%
BFIC
1350
Bedell Frazier Investment Counselling
California
$617K +$3.52K +40 +0.6%
52 53
54
55 56