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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 %
EFSCE
1476
Enterprise Financial Services Corp (EFSC)
Missouri
$396K +$14.1K +180 +4%
LAM
1477
Lakewood Asset Management
Illinois
$390K – – –
PFSC
1478
Peoples Financial Services Corp
Pennsylvania
$387K +$60.6K +773 +19%
MCM
1479
Manchester Capital Management
Vermont
$384K -$4.62K -59 -1%
CAG
1480
Crestwood Advisors Group
Massachusetts
$384K +$162K +2,067 +73%
MAM
1481
Martingale Asset Management
Massachusetts
$383K – – –
FPB
1482
First PREMIER Bank
South Dakota
$379K +$157 +2 +0%
BWAM
1483
Boyd Watterson Asset Management
Ohio
$377K -$470 -6 -0.1%
NF
1484
Nvest Financial
New Hampshire
$375K +$82.1K +1,048 +28%
AWM
1485
AllSquare Wealth Management
New York
$375K +$15.7K +200 +4%
CFP
1486
Catalyst Financial Partners
Massachusetts
$375K +$940 +12 +0.3%
DA
1487
Dover Advisors
Virginia
$374K – – –
OCM
1488
Orion Capital Management
California
$372K -$133K -1,695 -26%
WDC
1489
Woodward Diversified Capital
California
$370K +$18.8K +240 +5%
ICG
1490
InterOcean Capital Group
Tennessee
$369K +$13.2K +169 +4%
MIC
1491
Meridian Investment Counsel
California
$369K +$1.49K +19 +0.4%
AOWM
1492
Alpha Omega Wealth Management
Virginia
$369K -$12.5K -160 -3%
CCG
1493
Coastwise Capital Group
California
$368K +$172K +2,200 +88%
PI
1494
Parkside Investments
Illinois
$368K – – –
VSQM
1495
V-Square Quantitative Management
Illinois
$368K +$173K +2,208 +89%
SMH
1496
Sanders Morris Harris
Texas
$367K – – –
DWM
1497
Dorchester Wealth Management
Quebec, Canada
$365K +$11.8K +150 +3%
CCFCSB
1498
Cape Cod Five Cents Savings Bank
Massachusetts
$364K +$364K +2,544 New
DFCM
1499
Dark Forest Capital Management
Puerto Rico
$362K +$114K +1,454 +46%
WP
1500
WealthSpring Partners
California
$362K +$313 +4 +0.1%
58 59
60
61 62