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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 %
CIA
1701
Choate Investment Advisors
Massachusetts
$261K +$261K +2,957 New
DWM
1702
Drive Wealth Management
Utah
$259K -$26.4K -298 -9%
FH
1703
FWG Holdings
Florida
$258K +$39.1K +462 +18%
LWANC
1704
Laurel Wealth Advisors (North Carolina)
North Carolina
$258K +$227K +2,580 +737%
MFS
1705
Mirabella Financial Services
United Kingdom
$255K -$310K -3,520 -55%
CAS
1706
CTC Alternative Strategies
Illinois
$255K +$255K +2,900 New
HJIM
1707
Henry James International Management
New York
$255K – – –
NP
1708
Nilsine Partners
Colorado
$255K -$10.7K -122 -4%
CAMG
1709
CWA Asset Management Group
Florida
$253K -$84.9K -964 -25%
PCM
1710
Perkins Capital Management
Minnesota
$253K +$24.2K +275 +11%
AIS
1711
American Investment Services
Massachusetts
$253K – – –
IUHSA
1712
Itau Unibanco Holding S.A.
Brazil
$253K +$253K +2,868 New
MSWM
1713
McGlone Suttner Wealth Management
Wisconsin
$253K +$2.64K +30 +1%
DAM
1714
Delta Asset Management
Tennessee
$252K – – –
CA
1715
Crumly & Associates
Illinois
$252K +$252K +2,860 New
PCM
1716
Perritt Capital Management
Illinois
$252K – – –
ACA
1717
Aptus Capital Advisors
Alabama
$251K -$14.1K -160 -5%
OAJ
1718
Ogorek Anthony Joseph
New York
$251K -$18K -205 -7%
KWM
1719
KFG Wealth Management
Indiana
$251K +$251K +2,845 New
DWA
1720
Douglass Winthrop Advisors
New York
$250K – – –
OCG
1721
Opus Capital Group
Ohio
$250K -$15.5K -176 -6%
FMP
1722
Financial Management Professionals
Texas
$250K +$27.9K +317 +13%
SQA
1723
Simon Quick Advisors
New Jersey
$250K +$250K +2,837 New
UCB
1724
United Community Bank
South Carolina
$250K – – –
OWA
1725
Octavia Wealth Advisors
Ohio
$250K +$5.24K +59 +2%
67 68
69
70 71