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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 %
MCM
1951
Magnolia Capital Management
New York
$2K – – –
TWP
1952
TFO Wealth Partners
Ohio
$1.85K +$1.85K +21 New
NMG
1953
New Millennium Group
Utah
$1.74K – – –
CTB
1954
Country Trust Bank
Illinois
$1.25K – – –
AWA
1955
Authentikos Wealth Advisory
California
$1.02K +$1.02K +13 New
CAM
1956
ClariVest Asset Management
California
$1K +$1K +7 New
BFP
1957
Briaud Financial Planning
Texas
$1K +$1K +24 New
TWD
1958
True Wealth Design
Ohio
$862 – – –
BCPWM
1959
Bradley & Co Private Wealth Management
Florida
$784 – – –
MCA
1960
Maryland Capital Advisors
Maryland
$784 – – –
MIM
1961
Macroview Investment Management
Maryland
$706 +$706 +9 New
LWA
1962
Lowe Wealth Advisors
Maryland
$705 – – –
SWM
1963
Sanctuary Wealth Management
Idaho
$705 – – –
CWM
1964
Cedar Wealth Management
California
$549 -$863 -11 -61%
KHC
1965
Koesten Hirschmann & Crabtree
Kansas
$111 – – –
CCA
1966
Column Capital Advisors
Indiana
$78 – – –
Balyasny Asset Management
1967
Balyasny Asset Management
Illinois
– -$131M -1,489,800 Closed
Qube Research & Technologies (QRT)
1968
Qube Research & Technologies (QRT)
United Kingdom
– -$79.2M -899,195 Closed
PAMP
1969
Polar Asset Management Partners
Ontario, Canada
– -$21.1M -239,600 Closed
TLP
1970
Tri Locum Partners
New York
– -$14.2M -160,660 Closed
PR
1971
Payden & Rygel
California
– -$10.7M -120,900 Closed
QIM
1972
Quantitative Investment Management
Virginia
– -$10.4M -118,588 Closed
CIM
1973
Chiron Investment Management
New York
– -$8.76M -99,407 Closed
TC
1974
TwinBeech Capital
New York
– -$8.71M -98,915 Closed
OFA
1975
Oak Family Advisors
Illinois
– -$7.29M -82,709 Closed
77 78
79
80 81