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Medtronic
MDT

Overview Fund Activity

1,953 hedge funds and large institutions have $84.6B invested in Medtronic in 2022 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 676 increasing their positions, 905 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,953
Holders Change
+31
Holders Change %
+1.61%
% of All Funds
31.51%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.5%
New
212
Increased
676
Reduced
905
Closed
152
Calls
$901M
Puts
$523M
Net Calls
+$377M
Net Calls Change
-$54.6M

Top Buyers

1
BlackRock
BlackRock
New York
$9.5B
2
Ameriprise
Ameriprise
Minnesota
$923M
3
Deutsche Bank
Deutsche Bank
Germany
$1.29B
4
First Eagle Investment Management
First Eagle Investment Management
New York
$168M
5
LP
Longview Partners
Guernsey
$517M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$551M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$315M
3
Bank of America
Bank of America
North Carolina
$1.84B
4
CCM
Cullen Capital Management
New York
$0
5
Goldman Sachs
Goldman Sachs
New York
$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
2026
Curi Wealth Management
North Carolina
– -$319K -3,948 Closed
MIAS
2027
Mason Investment Advisory Services
Virginia
– -$304K -3,768 Closed
LOPW
2028
Live Oak Private Wealth
North Carolina
– -$294K -3,635 Closed
FCA
2029
FLC Capital Advisors
California
– -$285K -3,531 Closed
CWP
2030
CFM Wealth Partners
Texas
– -$279K -3,460 Closed
ESB
2031
Essex Savings Bank
Connecticut
– -$274K -3,390 Closed
AIP
2032
Almanack Investment Partners
Pennsylvania
– -$274K -3,390 Closed
RWB
2033
RMR Wealth Builders
New Jersey
– -$272K -3,346 Closed
BB
2034
Bell Bank
North Dakota
– -$263K -3,254 Closed
BHWM
2035
Bar Harbor Wealth Management
New Hampshire
– -$259K -3,205 Closed
IP
2036
Investment Partners
Ohio
– -$250K -3,102 Closed
BBW
2037
Blue Barn Wealth
Utah
– -$250K -3,096 Closed
CCM
2038
Carlson Capital Management
Minnesota
– -$248K -3,068 Closed
LIA
2039
LBMC Investment Advisors
Tennessee
– -$247K -3,056 Closed
GFP
2040
Gryphon Financial Partners
Ohio
– -$245K -3,037 Closed
AL
2041
Aspiriant LLC
California
– -$245K -3,028 Closed
IFWM
2042
Institute for Wealth Management
Colorado
– -$241K -2,978 Closed
MFG
2043
MidWestOne Financial Group
Iowa
– -$238K -2,950 Closed
B
2044
Barings
North Carolina
– -$237K -2,932 Closed
CIA
2045
CCM Investment Advisers
South Carolina
– -$235K -2,919 Closed
CRC
2046
Curi RMB Capital
Illinois
– -$234K -2,897 Closed
SCM
2047
SOL Capital Management
Maryland
– -$232K -2,873 Closed
PWP
2048
Perfromance Wealth Partners
Illinois
– -$228K -2,829 Closed
ETIA
2049
Epic Trust Investment Advisors
Washington
– -$228K -2,819 Closed
JSW
2050
Journey Strategic Wealth
New Jersey
– -$228K -2,819 Closed
80 81
82
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