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Medtronic
MDT

Overview Fund Activity

1,922 hedge funds and large institutions have $87.6B invested in Medtronic in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 907 increasing their positions, 706 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,922
Holders Change
-90
Holders Change %
-4.47%
% of All Funds
33.24%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.57%
New
90
Increased
907
Reduced
706
Closed
147
Calls
$893M
Puts
$461M
Net Calls
+$432M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
BlackRock
New York
$9.37B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.56B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.71B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$611M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$578M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.6B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.76B
3
Barclays
Barclays
United Kingdom
$573M
4
TAM
Troy Asset Management
United Kingdom
$115M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1901
Wagner Wealth Management
South Carolina
$5K – – –
FGAM
1902
Financial Gravity Asset Management
Texas
$4.61K -$1.05K -351 -19%
FA
1903
Fortis Advisors
Pennsylvania
$4K – – –
SWM
1904
Selective Wealth Management
Virginia
$4K – – –
HWP
1905
Highline Wealth Partners
California
$3.31K +$3.31K +41 New
JIR
1906
James Investment Research
Ohio
$3K – – –
MDCM
1907
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +34 New
CWM
1908
Cedar Wealth Management
California
$2K -$800 -8 -29%
SPWM
1909
Spartan Planning & Wealth Management
North Carolina
$2K – – –
NMG
1910
New Millennium Group
Utah
$2K – – –
ACK
1911
Andrew C. Karlinski
$2K +$91 +1 +5%
EC
1912
EdgeRock Capital
Colorado
$2K +$2K +23 New
FSWA
1913
Financial Synergies Wealth Advisors
Texas
$1.94K +$1.94K +24 New
NDSI
1914
Newman Dignan & Sheerar Inc
Rhode Island
$1.91K +$3 +43 +0.2%
WIM
1915
Westside Investment Management
California
$1.07K – – –
LWA
1916
Lowe Wealth Advisors
Maryland
$1K – – –
VCM
1917
Versant Capital Management
Arizona
$1K – – –
CPFP
1918
Clear Perspectives Financial Planning
Ohio
$1K +$1K +16 New
SAM
1919
Strategic Asset Management
Minnesota
$1K +$1K +18 New
MFA
1920
McClarren Financial Advisors
Pennsylvania
$1K +$1K +21 New
PWP
1921
Principle Wealth Partners
Connecticut
$885 +$214 +2,645 +32%
BA
1922
Bridgewater Associates
Connecticut
– -$225M -2,505,256 Closed
Ninety One (UK)
1923
Ninety One (UK)
United Kingdom
– -$67.7M -754,187 Closed
PF
1924
Phoenix Financial
Israel
– -$55.4M -613,696 Closed
TPI
1925
Tesco Pension Investment
United Kingdom
– -$20.1M -223,706 Closed
75 76
77
78 79