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Medtronic
MDT

Overview Fund Activity

2,093 hedge funds and large institutions have $165B invested in Medtronic in 2022 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,002 increasing their positions, 670 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+43
Holders Change %
+2.1%
% of All Funds
33.12%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.62%
New
205
Increased
1,002
Reduced
670
Closed
135
Calls
$971M
Puts
$622M
Net Calls
+$349M
Net Calls Change
+$324M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$821M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$340M
4
Franklin Resources
Franklin Resources
California
+$317M
5
Invesco
Invesco
Georgia
+$310M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$744M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$454M
3
Renaissance Technologies
Renaissance Technologies
New York
-$370M
4
Lazard Asset Management
Lazard Asset Management
New York
-$367M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
2026
IAG Wealth Partners
Wisconsin
$25K +$3.49K +31 +16%
Bank Julius Baer & Co
2027
Bank Julius Baer & Co
Switzerland
$24K -$22K -202 -48%
HFA
2028
HC Financial Advisors
California
$24K +$3.48K +31 +17%
WBC
2029
West Branch Capital
Massachusetts
$23K -$29.2K -259 -56%
FCMT
2030
Founders Capital Management (Texas)
Texas
$23K – – –
CAC
2031
Certified Advisory Corp
Florida
$23K +$23K +214 New
WWP
2032
WR Wealth Planners
Missouri
$22.9K +$22.9K +206 New
BBPWM
2033
Blue Bell Private Wealth Management
Pennsylvania
$22K -$1.24K -11 -5%
AIP
2034
Ahrens Investment Partners
Louisiana
$22K – – –
RBC
2035
Roble Belko & Company
Pennsylvania
$21K +$16.8K +152 +400%
MUMSS
2036
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K +$20K +180 New
RDFA
2037
Ritter Daniher Financial Advisory
Ohio
$19K – – –
ARMC
2038
American Research & Management Company
Massachusetts
$18K – – –
CIAS
2039
CFS Investment Advisory Services
New Jersey
$18K +$17.8K +1,927,370 +10,961%
FCG
2040
Financial Connections Group
California
$17K – – –
WPWM
2041
Western Pacific Wealth Management
Illinois
$17K – – –
RG
2042
Retirement Group
California
$16K +$4.52K +41 +39%
FFA
2043
Fairfield Financial Advisors
Massachusetts
$15.5K +$15.5K +140 New
AIM
2044
Arcadia Investment Management
Michigan
$15K – – –
WA
2045
Win Advisors
Florida
$15K +$15K +135 New
VRM
2046
Vectors Research Management
New York
$14K -$17.6K -155 -56%
RA
2047
Rise Advisors
New York
$14K -$1.47K -13 -9%
ARIS
2048
Advanced Research Investment Solutions
California
$14K +$14K +122 New
PCOC
2049
Power Corp of Canada
Canada
$14K +$14K +127 New
BHWM
2050
Beaird Harris Wealth Management
Texas
$13K -$212K -1,924 -94%
80 81
82
83 84