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Medtronic
MDT

Overview Fund Activity

1,962 hedge funds and large institutions have $85.5B invested in Medtronic in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 915 increasing their positions, 733 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,962
Holders Change
-85
Holders Change %
-4.15%
% of All Funds
31.28%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.49%
New
115
Increased
915
Reduced
733
Closed
174
Calls
$771M
Puts
$565M
Net Calls
+$206M
Net Calls Change
+$146M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$238M
2
Morgan Stanley
Morgan Stanley
New York
+$156M
3
Holocene Advisors
Holocene Advisors
New York
+$135M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$100M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$2.46B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$308M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$168M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$131M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1801
Plante Moran Financial Advisors
Michigan
$96.5K +$4.08K +52 +4%
TC
1802
Trust Company
Kansas
$95K -$22.2K -283 -19%
NFSG
1803
Newbridge Financial Services Group
Florida
$91.9K +$5.33K +68 +6%
WSCM
1804
Wellington Shields Capital Management
New York
$91.7K – – –
BLC
1805
Brown, Lisle/Cummings
Rhode Island
$88.9K – – –
APW
1806
Acima Private Wealth
Virginia
$88.2K – – –
BFPW
1807
BOK Financial Private Wealth
Colorado
$86.2K – – –
RCG
1808
Rock Creek Group
District of Columbia
$85.7K +$33.5K +427 +64%
MHR
1809
Matthew Hamilton Rosenberg
$85.3K +$10.4K +133 +14%
AF
1810
Arrow Financial
New York
$84.8K -$20.8K -265 -20%
SAM
1811
S.A. Mason
Michigan
$84.6K -$10.3K -132 -11%
SIS
1812
Sound Income Strategies
Florida
$84.1K -$12.8K -164 -13%
MA
1813
MCF Advisors
Kentucky
$82.8K +$4.01K +51 +5%
PA
1814
PSI Advisors
Florida
$78.6K +$12K +153 +18%
KFI
1815
Key Financial Inc
Pennsylvania
$77.7K – – –
HC
1816
Hoese & Co
Minnesota
$77.7K – – –
GJIA
1817
Glass Jacobson Investment Advisors
Maryland
$76.2K – – –
OIA
1818
Optimum Investment Advisors
Illinois
$74.5K +$78 +1 +0.1%
HBW
1819
Hazlett, Burt & Watson
West Virginia
$74K +$4.01K +51 +6%
JWA
1820
JFS Wealth Advisors
Pennsylvania
$71.9K +$3.84K +49 +6%
HI
1821
Hoey Investments
Pennsylvania
$70.1K -$20.2K -258 -22%
CTA
1822
Colonial Trust Advisors
South Carolina
$67.8K +$78 +1 +0.1%
RAM
1823
Ramirez Asset Management
New York
$66.6K +$66.6K +850 New
M
1824
MOTCO
Texas
$66.1K +$7.05K +90 +12%
BIA
1825
Bell Investment Advisors
California
$63.4K -$12K -153 -16%
71 72
73
74 75