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Medtronic
MDT

Overview Fund Activity

2,012 hedge funds and large institutions have $95.5B invested in Medtronic in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 852 increasing their positions, 803 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
-81
Holders Change %
-3.87%
% of All Funds
34.02%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.54%
New
113
Increased
852
Reduced
803
Closed
167
Calls
$943M
Puts
$494M
Net Calls
+$450M
Net Calls Change
+$100M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$383M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$360M
3
Morgan Stanley
Morgan Stanley
New York
+$227M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$221M
5
BlackRock
BlackRock
New York
+$214M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$704M
2
Lazard Asset Management
Lazard Asset Management
New York
-$531M
3
Ameriprise
Ameriprise
Minnesota
-$454M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$346M
5
AJ
Ashburton (Jersey)
Jersey
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
2026
Lane Generational
Massachusetts
– -$6.24M -56,203 Closed
OSIA
2027
O'Shares Investment Advisers
Massachusetts
– -$4.89M -44,098 Closed
EWM
2028
Edge Wealth Management
New York
– -$3.78M -34,028 Closed
OAM
2029
Oak Asset Management
California
– -$3.76M -33,917 Closed
OC
2030
Optimas Capital
Hong Kong
– -$3.62M -32,650 Closed
SAM
2031
Synergy Asset Management
Washington
– -$3.39M -30,517 Closed
SFI
2032
SPC Financial Inc
Maryland
– -$2.83M -25,503 Closed
AC
2033
Asio Capital
Kentucky
– -$2.78M -25,032 Closed
SM
2034
SG3 Management
Puerto Rico
– -$2.77M -25,000 Closed
IRF
2035
IBM Retirement Fund
New York
– -$2.38M -21,418 Closed
BAM
2036
Blueshift Asset Management
New Jersey
– -$2.18M -19,667 Closed
HVP
2037
Hudson Value Partners
Florida
– -$1.84M -16,610 Closed
BCP
2038
Blackhawk Capital Partners
Wisconsin
– -$1.65M -14,854 Closed
AR
2039
Advisory Research
Illinois
– -$1.61M -14,531 Closed
LFS
2040
Legacy Financial Strategies
Kansas
– -$1.61M -14,477 Closed
CIA
2041
Choate Investment Advisors
Massachusetts
– -$1.58M -14,213 Closed
PWP
2042
Private Wealth Partners
California
– -$1.53M -13,812 Closed
HA
2043
Heartland Advisors
Wisconsin
– -$1.47M -13,241 Closed
FI
2044
Fosun International
China
– -$1.29M -11,600 Closed
NCM
2045
Novare Capital Management
North Carolina
– -$1.28M -11,503 Closed
LWM
2046
Lionsbridge Wealth Management
Florida
– -$1.23M -11,125 Closed
WWM
2047
Windsor Wealth Management
Indiana
– -$1.22M -10,855 Closed
MCM
2048
Mill Capital Management
North Carolina
– -$1.13M -10,171 Closed
MPPLM
2049
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$781K -7,035 Closed
SCI
2050
Stableford Capital II
Arizona
– -$788K -7,012 Closed
80 81
82
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