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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 %
NHT
1376
New Hampshire Trust
New Hampshire
$584K -$105K -1,189 -15%
MMHP
1377
Murphy Middleton Hinkle & Parker
Georgia
$584K -$35.2K -400 -6%
SB
1378
Simmons Bank
Arkansas
$583K +$270K +3,070 +86%
FAIM
1379
Financial Advocates Investment Management
Washington
$582K +$14.9K +169 +3%
TSWM
1380
Triangle Securities Wealth Management
North Carolina
$582K -$30.7K -349 -5%
WCM
1381
Windsor Capital Management
Arizona
$581K +$5.37K +61 +0.9%
BOS
1382
Bank of Stockton
California
$581K -$65.9K -748 -10%
BFA
1383
Beacon Financial Advisory
Ohio
$577K +$40.7K +462 +8%
WEG
1384
World Equity Group
Illinois
$576K -$252K -2,865 -30%
PCOC
1385
Power Corp of Canada
Canada
$574K +$574K +6,516 New
MWPCG
1386
Measured Wealth Private Client Group
New Hampshire
$572K – – –
PC
1387
Prairiewood Capital
North Dakota
$570K – – –
VRM
1388
Vectors Research Management
New York
$570K +$570K +6,471 New
FHC
1389
First Heartland Consultants
Missouri
$569K -$296K -3,361 -34%
OCM
1390
Orion Capital Management
California
$567K -$35.2K -400 -6%
MBT
1391
Montecito Bank & Trust
California
$567K -$14.7K -167 -3%
PFG
1392
PAX Financial Group
Texas
$567K +$5.37K +61 +1%
MWA
1393
Meridian Wealth Advisors
Texas
$566K +$2.56K +29 +0.5%
LRIC
1394
Long Road Investment Counsel
Michigan
$564K – – –
AC
1395
AXQ Capital
New Jersey
$564K +$564K +6,400 New
RC
1396
Roundview Capital
New Jersey
$563K -$47.5K -539 -8%
XT
1397
XTX Topco
Cayman Islands
$563K +$563K +6,387 New
SWIG
1398
Strategic Wealth Investment Group
Kentucky
$562K +$562K +6,378 New
LP
1399
LGL Partners
Pennsylvania
$560K +$352 +4 +0.1%
CC
1400
Constitution Capital
Connecticut
$559K -$8.81K -100 -2%
54 55
56
57 58