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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 %
RA
1576
Rational Advisors
New York
$351K +$351K +3,981 New
BTI
1577
Blue Trust Inc
Georgia
$350K -$269K -3,333 -43%
PJSIMP
1578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$350K – – –
9WM
1579
9258 Wealth Management
Ohio
$349K -$3.97K -45 -1%
TWM
1580
Thrive Wealth Management
Pennsylvania
$347K +$347K +3,943 New
DDC
1581
DF Dent & Co
Maryland
$347K -$333K -3,782 -49%
SWM
1582
Segment Wealth Management
Texas
$347K -$13.2K -150 -4%
MBTD
1583
Mechanics Bank - Trust Department
California
$347K -$512K -5,811 -60%
CAMV
1584
Concord Asset Management (Virginia)
Virginia
$344K +$344K +3,908 New
ACM
1585
Arcataur Capital Management
Wisconsin
$343K +$343K +3,897 New
SFO
1586
Stokes Family Office
Louisiana
$343K +$23.6K +268 +7%
BAM
1587
Boyar Asset Management
New York
$343K +$94K +1,067 +38%
PRWA
1588
Platte River Wealth Advisors
Colorado
$341K +$341K +3,865 New
JWM
1589
Jeppson Wealth Management
California
$340K +$30K +340 +10%
WI
1590
WrapManager Inc
California
$339K -$27.3K -310 -7%
AC
1591
Allstate Corporation
Illinois
$339K +$48K +545 +17%
KWA
1592
Kingswood Wealth Advisors
California
$338K +$338K +3,841 New
NC
1593
NinePointTwo Capital
California
$338K – – –
LFG
1594
Leverty Financial Group
Wisconsin
$335K – – –
AWAP
1595
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K – – –
FCA
1596
FinTrust Capital Advisors
South Carolina
$334K +$166K +2,000 +99%
ACP
1597
Aviance Capital Partners
Florida
$330K +$20.4K +232 +7%
WAG
1598
Wallace Advisory Group
California
$330K – – –
NF
1599
Nvest Financial
New Hampshire
$330K +$330K +3,744 New
RB
1600
Renasant Bank
Mississippi
$329K +$3.7K +42 +1%
62 63
64
65 66