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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 %
VAG
1801
VisionPoint Advisory Group
Texas
$213K -$8.81K -100 -4%
GWP
1802
Gateway Wealth Partners
Wisconsin
$213K +$213K +2,417 New
MWA
1803
Mills Wealth Advisors
Texas
$213K +$213K +2,428 New
WF
1804
Wayfinding Financial
Washington
$212K -$11K -125 -5%
GWANC
1805
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K -$20.5K -231 -9%
BWP
1806
Balboa Wealth Partners
Arizona
$211K -$13K -147 -6%
BONH
1807
Bank of New Hampshire
New Hampshire
$211K -$9.69K -110 -4%
VC
1808
Veracity Capital
Georgia
$211K +$211K +2,397 New
WP
1809
WealthPLAN Partners
Nebraska
$211K -$106K -1,205 -33%
RFN
1810
Redwood Financial Network
Ohio
$211K +$211K +2,394 New
FPFS
1811
First Personal Financial Services
North Carolina
$210K – – –
PA
1812
Probity Advisors
Texas
$210K +$210K +2,383 New
FWM
1813
Forza Wealth Management
Florida
$210K -$18.3K -208 -8%
IFWM
1814
Institute for Wealth Management
Colorado
$210K +$210K +2,380 New
HI
1815
Hudock Inc
Pennsylvania
$210K +$210K +2,378 New
HFAS
1816
Hummer Financial Advisory Services
Illinois
$209K +$209K +2,357 New
PSFG
1817
Prairie Sky Financial Group
Illinois
$209K +$209K +2,374 New
TC
1818
Trilogy Capital
California
$208K +$208K +2,341 New
RPCONE
1819
Retirement Planning Company of New England
Rhode Island
$208K +$208K +2,364 New
CIP
1820
Convergence Investment Partners
Florida
$208K +$208K +2,357 New
SIM
1821
SSI Investment Management
California
$208K -$29.2K -331 -12%
CT
1822
Clearstead Trust
Maine
$207K +$74.1K +841 +56%
FCA
1823
FLC Capital Advisors
California
$207K +$207K +2,348 New
CFA
1824
CWS Financial Advisors
Michigan
$207K +$207K +2,346 New
CWP
1825
Curated Wealth Partners
California
$205K +$205K +2,324 New
71 72
73
74 75