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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 %
MWM
1426
Mission Wealth Management
California
$533K -$25.5K -289 -5%
HCM
1427
Hillman Capital Management
Maryland
$531K -$18.1K -206 -3%
EWA
1428
EverSource Wealth Advisors
Alabama
$524K -$99.5K -1,130 -16%
SWM
1429
Salvus Wealth Management
New Jersey
$523K +$22.9K +260 +5%
PCM
1430
Pointe Capital Management
Michigan
$523K -$6.87K -78 -1%
RWA
1431
Ropes Wealth Advisors
Massachusetts
$523K +$205K +2,329 +65%
RIA
1432
Richwood Investment Advisors
Ohio
$522K -$3.44K -39 -0.7%
CFG
1433
Cooper Financial Group
California
$522K +$48.2K +547 +10%
1W
1434
1776 Wealth
Georgia
$521K +$189K +2,141 +57%
NSAM
1435
North Star Asset Management
Wisconsin
$521K -$10.1K -115 -2%
IWA
1436
IVC Wealth Advisors
Pennsylvania
$520K +$8.19K +93 +2%
AP
1437
Americana Partners
Texas
$519K -$114K -1,297 -18%
PFBT
1438
Parkside Financial Bank & Trust
Missouri
$517K -$65.6K -745 -11%
SFI
1439
SPC Financial Inc
Maryland
$516K +$115K +1,302 +29%
MFG
1440
Magnus Financial Group
New York
$516K +$14K +159 +3%
PCIA
1441
Prime Capital Investment Advisors
Kansas
$515K +$515K +5,843 New
TWA
1442
TCI Wealth Advisors
Arizona
$513K +$352 +4 +0.1%
BDFN
1443
Bond & Devick Financial Network
Minnesota
$513K – – –
GC
1444
Garde Capital
Washington
$507K +$507K +5,760 New
AIM
1445
Aspen Investment Management
Michigan
$504K – – –
MG
1446
Mather Group
Illinois
$502K +$180K +2,040 +56%
FLI
1447
Family Legacy Inc
South Carolina
$499K +$352 +4 +0.1%
CWP
1448
Concord Wealth Partners
Virginia
$498K +$290K +3,287 +139%
PIA
1449
Pinion Investment Advisors
Kansas
$496K +$97.3K +1,104 +24%
FPWM
1450
FSB Premier Wealth Management
Iowa
$494K -$79.3K -900 -14%
56 57
58
59 60