MDT icon

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 %
AF
1876
Arrow Financial
New York
$119K -$3.26K -37 -3%
WWP
1877
WR Wealth Planners
Missouri
$118K +$22.2K +252 +23%
APC
1878
Aspire Private Capital
North Carolina
$115K +$11.6K +132 +11%
TFM
1879
TFC Financial Management
Massachusetts
$114K -$14.8K -168 -11%
DF
1880
Dunhill Financial
United Kingdom
$111K +$111K +1,320 New
NBT
1881
Northwest Bank & Trust
Iowa
$110K +$110K +1,250 New
SIS
1882
Sound Income Strategies
Florida
$109K +$7.49K +85 +7%
IGWM
1883
ICA Group Wealth Management
Colorado
$106K -$331K -3,759 -76%
PIAS
1884
PCA Investment Advisory Services
Ohio
$106K +$106K +1,198 New
BAM
1885
Bosun Asset Management
Illinois
$104K +$104K +1,181 New
PMFA
1886
Plante Moran Financial Advisors
Michigan
$104K +$1.32K +15 +1%
WSCM
1887
Wellington Shields Capital Management
New York
$103K – – –
FRA
1888
Front Row Advisors
California
$102K -$845K -9,490 -89%
HI
1889
Hoey Investments
Pennsylvania
$102K -$35K -397 -26%
BLC
1890
Brown, Lisle/Cummings
Rhode Island
$100K +$28.5K +323 +40%
APW
1891
Acima Private Wealth
Virginia
$99.1K – – –
SAM
1892
S.A. Mason
Michigan
$97.7K – – –
NFSG
1893
Newbridge Financial Services Group
Florida
$97.4K -$23K -261 -19%
BFPW
1894
BOK Financial Private Wealth
Colorado
$96.9K +$11.2K +126 +13%
MA
1895
MCF Advisors
Kentucky
$88.5K +$27.4K +310 +45%
USB
1896
Union Savings Bank
Connecticut
$88.3K +$88.3K +1,006 New
KFI
1897
Key Financial Inc
Pennsylvania
$87.4K – – –
HC
1898
Hoese & Co
Minnesota
$87.3K -$705K -8,000 -89%
PPWM
1899
PFG Private Wealth Management
Florida
$85.8K -$440 -5 -0.5%
GJIA
1900
Glass Jacobson Investment Advisors
Maryland
$85.6K +$85.6K +972 New
74 75
76
77 78