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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 %
SFB
1501
STAR Financial Bank
Indiana
$362K -$19.8K -253 -5%
BAM
1502
Blueshift Asset Management
New Jersey
$362K +$362K +4,615 New
SAG
1503
SageView Advisory Group
California
$359K -$5.17K -66 -1%
CF
1504
Centaurus Financial
California
$358K +$37K +472 +12%
CBFP
1505
Cedar Brook Financial Partners
Ohio
$356K -$940 -12 -0.3%
BAM
1506
Boyar Asset Management
New York
$355K +$50.5K +645 +17%
LGA
1507
Lebenthal Global Advisors
New York
$354K +$23.4K +298 +7%
NJBEST
1508
New Jersey Better Educational Savings Trust
New Jersey
$353K – – –
HFM
1509
Hartford Funds Management
Pennsylvania
$353K +$29.6K +378 +9%
CPC
1510
Congress Park Capital
New York
$353K -$86.2K -1,100 -20%
CA
1511
Cornerstone Advisory
Maryland
$352K -$16.8K -215 -5%
WPA
1512
West Paces Advisors
Georgia
$352K -$85.1K -1,086 -19%
FCCM
1513
First City Capital Management
Georgia
$351K -$48K -613 -12%
GWAG
1514
Garrett Wealth Advisory Group
Texas
$350K +$350K +4,470 New
KWM
1515
Kolinsky Wealth Management
New Jersey
$348K +$25.5K +326 +8%
TC
1516
Truvestments Capital
Florida
$347K -$2.98K -38 -0.9%
NSAM
1517
North Star Asset Management
Wisconsin
$346K -$117K -1,499 -25%
SFO
1518
Stokes Family Office
Louisiana
$344K +$39.3K +501 +13%
ITIM
1519
Indiana Trust & Investment Management
Indiana
$344K – – –
WAM
1520
Weatherly Asset Management
California
$344K -$36.4K -461 -10%
MCM
1521
Maple Capital Management
Vermont
$343K +$76.2K +972 +29%
HCM
1522
Hall Capital Management
Rhode Island
$341K +$10.2K +130 +3%
HAM
1523
Hedges Asset Management
Nevada
$340K – – –
TLCM
1524
Twin Lakes Capital Management
California
$336K +$862 +11 +0.3%
NVIM
1525
New Vernon Investment Management
Illinois
$336K +$336K +4,284 New
59 60
61
62 63