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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 %
E
2001
Ergoteles
New York
– -$1.3M -14,795 Closed
AC
2002
Albar Capital
United Kingdom
– -$1.14M -12,895 Closed
PF
2003
Phoenix Financial
Israel
– -$1.08M -12,469 Closed
KJHP
2004
K.J. Harrison & Partners
Ontario, Canada
– -$1.08M -12,300 Closed
MIC
2005
Means Investment Company
Maine
– -$1.07M -12,184 Closed
PWS
2006
Peterson Wealth Services
Utah
– -$1.07M -12,141 Closed
MCA
2007
Magnolia Capital Advisors
Mississippi
– -$1.05M -11,911 Closed
EIM
2008
Essex Investment Management
Massachusetts
– -$903K -10,245 Closed
MSS
2009
Mitchell Sinkler & Starr
Pennsylvania
– -$883K -10,021 Closed
MHP
2010
Manatuck Hill Partners
Connecticut
– -$881K -10,000 Closed
LFA
2011
LGT Financial Advisors
Texas
– -$860K -9,761 Closed
MWM
2012
Madison Wealth Management
Ohio
– -$815K -9,256 Closed
AM
2013
AGF Management
Ontario, Canada
– -$800K -9,078 Closed
LCM
2014
Laurion Capital Management
New York
– -$764K -8,674 Closed
VIA
2015
Vident Investment Advisory
Georgia
– -$753K -8,576 Closed
AG
2016
Ascent Group
Virginia
– -$690K -8,386 Closed
SBH
2017
Segall Bryant & Hamill
Illinois
– -$664K -7,540 Closed
KSCM
2018
Kamunting Street Capital Management
Florida
– -$661K -7,500 Closed
NRD
2019
Nebula Research & Development
New York
– -$628K -7,126 Closed
BC
2020
Brookfield Corp
Ontario, Canada
– -$604K -6,854 Closed
MHS
2021
M Holdings Securities
Oregon
– -$598K -6,792 Closed
JIP
2022
Jaffetilchin Investment Partners
Florida
– -$586K -6,655 Closed
VRM
2023
Vectors Research Management
New York
– -$570K -6,471 Closed
XT
2024
XTX Topco
Cayman Islands
– -$563K -6,387 Closed
GCA
2025
Guardian Capital Advisors
Ontario, Canada
– -$552K -6,306 Closed
79 80
81
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