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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 %
RC
1351
Rovin Capital
Arizona
$617K +$36.9K +419 +6%
WOC
1352
West Oak Capital
California
$615K -$35.7K -405 -5%
BG
1353
Bollard Group
Massachusetts
$613K +$10.7K +121 +2%
FFA
1354
Fi3 Financial Advisors
Indiana
$611K +$7.05K +80 +1%
PIM
1355
Penobscot Investment Management
Massachusetts
$609K -$170K -1,925 -22%
Los Angeles Capital Management
1356
Los Angeles Capital Management
California
$608K -$7.31K -83 -1%
CCA
1357
Checchi Capital Advisers
California
$606K +$1.59K +18 +0.3%
OWP
1358
Obermeyer Wealth Partners
Colorado
$606K +$109K +1,232 +22%
BCA
1359
Bay Colony Advisors
Massachusetts
$605K +$380K +4,310 +168%
BC
1360
Brookfield Corp
Ontario, Canada
$604K +$73.7K +837 +14%
VT
1361
Vise Technologies
New York
$603K +$43.6K +495 +8%
ACL
1362
Applied Capital LLC
Florida
$602K -$4.41K -50 -0.7%
FMB
1363
Field & Main Bank
Kentucky
$601K -$44.5K -505 -7%
CSIC
1364
Clifford Swan Investment Counsel
California
$601K -$84.5K -959 -12%
WPC
1365
White Pine Capital
Minnesota
$601K -$57.7K -655 -9%
AF
1366
Affiance Financial
Minnesota
$601K – – –
QCG
1367
Quadrant Capital Group
Ohio
$600K -$13.8K -157 -2%
MMPW
1368
Mitchell McLeod Pugh & Williams
Alabama
$599K +$33.8K +384 +6%
RAM
1369
Redmond Asset Management
Virginia
$598K +$13K +147 +2%
MHS
1370
M Holdings Securities
Oregon
$598K -$110K -1,249 -16%
GBT
1371
Grove Bank & Trust
Florida
$595K -$30.6K -347 -5%
NCM
1372
Northside Capital Management
Oregon
$594K – – –
WANY
1373
Wealthspire Advisors (New York)
New York
$593K +$7.31K +83 +1%
EHWM
1374
Eads & Heald Wealth Management
Georgia
$591K -$38.7K -439 -6%
JIP
1375
Jaffetilchin Investment Partners
Florida
$586K +$250K +2,833 +74%
53 54
55
56 57