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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 %
BG
1351
Bollard Group
Massachusetts
$547K +$2.35K +30 +0.4%
CCA
1352
Checchi Capital Advisers
California
$544K +$4.94K +63 +0.9%
BOS
1353
Bank of Stockton
California
$543K +$79.5K +1,130 +17%
FAIM
1354
Financial Advocates Investment Management
Washington
$543K +$25K +319 +5%
Los Angeles Capital Management
1355
Los Angeles Capital Management
California
$541K – – –
OWP
1356
Obermeyer Wealth Partners
Colorado
$539K – – –
PNC
1357
Park National Corp
Ohio
$538K -$75.9K -969 -12%
AF
1358
Affiance Financial
Minnesota
$534K – – –
JPWM
1359
Jamison Private Wealth Management
Georgia
$533K +$533K +6,807 New
WPC
1360
White Pine Capital
Minnesota
$533K -$1.1K -14 -0.2%
JWM
1361
Janiczek Wealth Management
Colorado
$533K -$47.8K -609 -8%
RAM
1362
Redmond Asset Management
Virginia
$532K – – –
BFA
1363
Beacon Financial Advisory
Ohio
$530K +$17.1K +218 +3%
NCM
1364
Northside Capital Management
Oregon
$529K – – –
EWM
1365
EPG Wealth Management
Georgia
$529K +$529K +6,745 New
CAAS
1366
Capital Asset Advisory Services
Michigan
$529K -$37.7K -517 -7%
FAFN
1367
First Affirmative Financial Network
Colorado
$528K +$52.8K +674 +11%
GBWM
1368
Granite Bay Wealth Management
New Hampshire
$527K +$527K +6,300 New
SIA
1369
Schechter Investment Advisors
Michigan
$526K -$39.8K -508 -7%
WSTAM
1370
Wilbanks Smith & Thomas Asset Management
Virginia
$526K +$35.3K +450 +7%
ACL
1371
Applied Capital LLC
Florida
$525K – – –
RL
1372
Rogco LP
Oklahoma
$524K +$524K +6,685 New
CFG
1373
Citizens Financial Group
Rhode Island
$523K -$229K -2,924 -30%
VHAM
1374
Van Hulzen Asset Management
California
$521K +$278K +3,547 +114%
EHWM
1375
Eads & Heald Wealth Management
Georgia
$520K -$5.88K -75 -1%
53 54
55
56 57