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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 %
OC
1851
Oakworth Capital
Alabama
$162K +$8.46K +96 +5%
SSG
1852
Summit Securities Group
New York
$162K -$68K -772 -30%
IAS
1853
IMA Advisory Services
Colorado
$162K -$7.22K -82 -4%
FCFS
1854
First Command Financial Services
Texas
$161K +$969 +11 +0.6%
FCB
1855
First Command Bank
Texas
$161K +$969 +11 +0.6%
CA
1856
Centerpoint Advisors
Massachusetts
$158K -$20.7K -235 -12%
GTAM
1857
Global Trust Asset Management
Florida
$156K +$2.03K +23 +1%
Loomis, Sayles & Company
1858
Loomis, Sayles & Company
Massachusetts
$154K -$44K -500 -22%
FWM
1859
Focused Wealth Management
New York
$152K -$22.3K -253 -13%
CWC
1860
Carolinas Wealth Consulting
North Carolina
$150K -$1.65K -104 -1%
SIC
1861
Salem Investment Counselors
North Carolina
$149K -$40.9K -460 -22%
FDCC
1862
Foster Dykema Cabot & Co
Massachusetts
$147K – – –
ADL
1863
Asset Dedication LLC
California
$144K +$7.96K +90 +6%
RTC
1864
Riverview Trust Company
Washington
$139K -$9.16K -104 -6%
IBOK
1865
Independence Bank of Kentucky
Kentucky
$138K – – –
BAM
1866
Byrne Asset Management
New Jersey
$136K +$136K +1,545 New
HWM
1867
HighMark Wealth Management
Minnesota
$133K +$1.15K +13 +0.9%
GWSG
1868
GPS Wealth Strategies Group
Colorado
$133K +$2.03K +23 +2%
TC
1869
Trust Company
Kansas
$132K -$166K -1,883 -56%
EBA
1870
Eagle Bay Advisors
New York
$130K -$7.75K -88 -6%
NECFA
1871
New England Capital Financial Advisors
Connecticut
$129K +$88 +1 +0.1%
LOIP
1872
Live Oak Investment Partners
Texas
$128K -$140K – –
SS
1873
Sunbelt Securities
Texas
$125K +$5.11K +58 +4%
SIM
1874
Studio Investment Management
Illinois
$122K +$59.3K +668 +95%
NIMI
1875
Natixis Investment Managers International
France
$119K -$7.4K -84 -6%
73 74
75
76 77