MDT icon

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 %
PWAG
1976
Polaris Wealth Advisory Group
California
– -$6.52M -73,998 Closed
MVIP
1977
Mar Vista Investment Partners
California
– -$5.69M -64,539 Closed
HCMT
1978
Highland Capital Management (Tennessee)
Tennessee
– -$5.41M -61,410 Closed
WG
1979
Winton Group
United Kingdom
– -$5.41M -61,406 Closed
WMSA
1980
Weiss Multi-Strategy Advisers
New York
– -$5.31M -60,260 Closed
V
1981
Veritable
Delaware
– -$3.55M -40,332 Closed
SMI
1982
Shelter Mutual Insurance
Missouri
– -$3.21M -36,396 Closed
LWP
1983
LMG Wealth Partners
Louisiana
– -$3.2M -36,292 Closed
ACM
1984
Alpha Capital Management
Texas
– -$2.78M -35,757 Closed
CIP
1985
Capital Insight Partners
Arizona
– -$3.05M -34,565 Closed
SIP
1986
Stoneridge Investment Partners
Pennsylvania
– -$2.78M -31,541 Closed
ZIG
1987
Zurich Insurance Group
Switzerland
– -$2.77M -31,400 Closed
ECM
1988
Endurant Capital Management
California
– -$2.39M -27,181 Closed
PRC
1989
Pearl River Capital
Michigan
– -$2.24M -25,370 Closed
KWILP
1990
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.18M -24,700 Closed
Simplex Trading
1991
Simplex Trading
Illinois
– -$2.05M -23,255 Closed
MC
1992
Machina Capital
France
– -$2.02M -22,955 Closed
DTL
1993
Dynamic Technology Lab
Singapore
– -$1.89M -21,473 Closed
CC
1994
Cipher Capital
New York
– -$1.65M -18,767 Closed
QCM
1995
Qsemble Capital Management
New York
– -$1.64M -18,600 Closed
AFS
1996
Access Financial Services
Minnesota
– -$1.63M -18,540 Closed
BL
1997
BFSG LLC
California
– -$1.53M -17,319 Closed
PIA
1998
Petredis Investment Advisors
Pennsylvania
– -$1.49M -16,957 Closed
GIM
1999
Guild Investment Management
California
– -$1.47M -16,540 Closed
AW
2000
Alaethes Wealth
Nevada
– -$1.43M -16,191 Closed
78 79
80
81 82