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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 %
LWM
1751
Laidlaw Wealth Management
New York
$235K -$41.8K -474 -15%
PAG
1752
Private Advisory Group
Washington
$235K – – –
BC
1753
Bridgefront Capital
Texas
$235K -$357K -4,049 -60%
SLG
1754
Stanley-Laman Group
Pennsylvania
$234K +$529 +6 +0.2%
RPGK
1755
Retirement Planning Group (Kansas)
Kansas
$234K – – –
EWM
1756
Endurance Wealth Management
Rhode Island
$234K – – –
WW
1757
Westshore Wealth
California
$233K -$5.99K -68 -3%
JWCA
1758
J.W. Coons Advisors
Ohio
$233K – – –
PAS
1759
Professional Advisory Services
Florida
$233K -$24.1M -273,510 -99%
MAG
1760
Mayfair Advisory Group
Alabama
$232K +$5.58K +65 +2%
C
1761
Certuity
Florida
$232K +$232K +2,633 New
NRC
1762
New Republic Capital
North Carolina
$231K +$231K +2,607 New
AWM
1763
AAF Wealth Management
Massachusetts
$230K -$4.14K -47 -2%
AA
1764
Addison Advisors
Vermont
$230K +$4.32K +49 +2%
NG
1765
Northstar Group
New York
$230K +$4.67K +53 +2%
BIP
1766
Blueprint Investment Partners
North Carolina
$229K -$67.7K -769 -23%
CT
1767
Columbia Trust
Oregon
$229K +$229K +2,595 New
LB
1768
Legacy Bridge
Iowa
$228K +$50.7K +575 +29%
IA
1769
Inspire Advisors
Idaho
$228K +$228K +2,583 New
WCM
1770
Wedge Capital Management
North Carolina
$226K -$3.79K -43 -2%
3F
1771
360 Financial
Minnesota
$226K +$793 +9 +0.4%
IWP
1772
Innova Wealth Partners
Pennsylvania
$226K – – –
DCBT
1773
Dakota Community Bank & Trust
North Dakota
$226K -$3.7K -42 -2%
FAG
1774
Fortitude Advisory Group
Washington
$225K -$7.49K -85 -3%
LL
1775
LPWM LLC
Minnesota
$224K +$2.7K +31 +1%
69 70
71
72 73