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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 %
LRPA
1401
L. Roy Papp & Associates
Arizona
$559K -$44.3K -503 -7%
FCM
1402
Fourpath Capital Management
Oklahoma
$559K -$7.14K -81 -1%
MA
1403
MONECO Advisors
Connecticut
$557K +$5.64K +64 +1%
EP
1404
Eudaimonia Partners
Tennessee
$556K +$161K +1,823 +41%
BBW
1405
Blue Barn Wealth
Utah
$555K +$108K +1,226 +24%
WPC
1406
Wedmont Private Capital
Pennsylvania
$554K +$33K +376 +6%
FNFDCM
1407
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$553K +$9.69K +110 +2%
AC
1408
Abbrea Capital
California
$553K +$48.9K +551 +10%
GCA
1409
Guardian Capital Advisors
Ontario, Canada
$552K +$552K +6,306 New
WSTAM
1410
Wilbanks Smith & Thomas Asset Management
Virginia
$551K -$34.7K -394 -6%
VAM
1411
Vontobel Asset Management
New York
$551K -$58.9K -669 -10%
GC
1412
Guidance Capital
Kentucky
$550K +$550K +6,589 New
WPW
1413
Waldron Private Wealth
Pennsylvania
$550K -$102K -1,145 -16%
RP
1414
Rowlandmiller & Partners
Georgia
$550K +$66.7K +757 +14%
LSA
1415
Lion Street Advisors
Texas
$546K +$216K +1,804 +66%
CPIA
1416
Cornell Pochily Investment Advisors
New York
$545K -$12.7K -144 -2%
MFC
1417
Mechanics Financial Corp
Ohio
$543K -$30.6K -347 -5%
BW
1418
Bison Wealth
Georgia
$540K +$116K +1,313 +27%
APP
1419
Avantax Planning Partners
Iowa
$540K +$2.56K +29 +0.5%
YIH
1420
Y-Intercept (HK)
Hong Kong
$538K +$306K +3,472 +132%
JWBC
1421
J.W. Burns & Co
New York
$537K -$28.9K -328 -5%
RWP
1422
RWA Wealth Partners
Massachusetts
$536K +$134K +1,520 +33%
WC
1423
Westhampton Capital
North Carolina
$535K -$8.81K -100 -2%
PWAM
1424
Pinnacle West Asset Management
Wyoming
$535K +$4.4K +50 +0.8%
FAFN
1425
First Affirmative Financial Network
Colorado
$534K +$42.9K +487 +9%
55 56
57
58 59