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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 %
DWM
1526
Dorchester Wealth Management
Quebec, Canada
$397K +$107K +1,220 +37%
WDC
1527
Woodward Diversified Capital
California
$395K -$14.7K -167 -4%
AC
1528
ASB Consultores
Florida
$394K +$158K +1,799 +67%
Bank Julius Baer & Co
1529
Bank Julius Baer & Co
Switzerland
$394K +$375K +4,253 +1,933%
TC
1530
Truvestments Capital
Florida
$393K +$1.85K +21 +0.5%
VCM
1531
Vigilant Capital Management
Maine
$393K +$61.7K +700 +19%
CW
1532
CreativeOne Wealth
Kansas
$393K +$84.9K +964 +28%
CP
1533
Covenant Partners
Tennessee
$392K +$91.9K +1,043 +31%
ITIM
1534
Indiana Trust & Investment Management
Indiana
$386K – – –
SFM
1535
Signet Financial Management
New Jersey
$385K +$11.7K +133 +3%
TFS
1536
Thoroughbred Financial Services
Tennessee
$384K -$28.7K -326 -7%
HAM
1537
Hedges Asset Management
Nevada
$382K – – –
BAM
1538
BOS Asset Management
Illinois
$380K +$4.41K +50 +1%
KP
1539
Keel Point
Alabama
$380K +$32.5K +369 +9%
WFAG
1540
Worth Financial Advisory Group
North Carolina
$379K +$379K +4,302 New
FWCM
1541
Ferguson Wellman Capital Management
Oregon
$379K -$74.6K -847 -16%
AWP
1542
Abacus Wealth Partners
California
$378K -$1.23K -14 -0.3%
AWM
1543
AllSquare Wealth Management
New York
$378K – – –
TLCM
1544
Twin Lakes Capital Management
California
$377K +$969 +11 +0.3%
TCM
1545
Teza Capital Management
Illinois
$375K -$3.38M -38,387 -90%
HCM
1546
Hall Capital Management
Rhode Island
$372K +$10.6K +120 +3%
LGA
1547
Lebenthal Global Advisors
New York
$371K -$5.2K -59 -1%
FLAM
1548
First Light Asset Management
Minnesota
$369K – – –
V
1549
VeraBank
Texas
$368K – – –
DU
1550
Delphia (USA)
Ontario, Canada
$368K -$4.85K -55 -1%
60 61
62
63 64