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Medtronic
MDT

Overview Fund Activity

2,047 hedge funds and large institutions have $95.7B invested in Medtronic in 2023 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 894 increasing their positions, 762 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+66
Holders Change %
+3.33%
% of All Funds
32.28%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.57%
New
167
Increased
894
Reduced
762
Closed
90
Calls
$746M
Puts
$686M
Net Calls
+$60.6M
Net Calls Change
-$51.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.46B
2
Morgan Stanley
Morgan Stanley
New York
$1.92B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$325M
4
Pzena Investment Management
Pzena Investment Management
New York
$237M
5
Capital Research Global Investors
Capital Research Global Investors
California
$2.77B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.16B
2
Nordea Investment Management
Nordea Investment Management
Sweden
$244M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$109M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.87M
5
BlackRock
BlackRock
New York
$10.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
2026
Core Wealth Advisors
Florida
$6.61K – – –
SWM
2027
Sugarloaf Wealth Management
Georgia
$6.19K -$4.6K -52 -43%
SAG
2028
Spotlight Asset Group
Illinois
$5.73K +$5.73K +65 New
HFM
2029
Hartford Financial Management
Connecticut
$5.29K – – –
RG
2030
Retirement Group
California
$4.49K – – –
AW
2031
Avion Wealth
Texas
$4K +$1.42K +17 +55%
TCA
2032
Trifecta Capital Advisors
Illinois
$3.97K – – –
HWP
2033
Highline Wealth Partners
California
$3.61K – – –
RA
2034
Rise Advisors
New York
$2.86K – – –
NCM
2035
Northwest Capital Management
Oregon
$2.47K +$2.47K +28 New
MCM
2036
Magnolia Capital Management
New York
$2K – – –
NMG
2037
New Millennium Group
Utah
$1.94K – – –
CWM
2038
Cedar Wealth Management
California
$1.59K – – –
CTB
2039
Country Trust Bank
Illinois
$1.41K – – –
CQS
2040
Credential Qtrade Securities
$1.15K -$264 -3 -19%
MFA
2041
McClarren Financial Advisors
Pennsylvania
$1K -$688 -11 -41%
TWD
2042
True Wealth Design
Ohio
$970 +$88 +1 +10%
BCPWM
2043
Bradley & Co Private Wealth Management
Florida
$881 +$881 +10 New
MCA
2044
Maryland Capital Advisors
Maryland
$881 +$881 +10 New
LWA
2045
Lowe Wealth Advisors
Maryland
$793 – – –
SWM
2046
Sanctuary Wealth Management
Idaho
$793 +$793 +9 New
KHC
2047
Koesten Hirschmann & Crabtree
Kansas
$124 – – –
CCA
2048
Column Capital Advisors
Indiana
$88 – – –
JPMPWA
2049
J.P. Morgan Private Wealth Advisors
California
– -$111M -1,376,837 Closed
Public Employees Retirement Association of Colorado
2050
Public Employees Retirement Association of Colorado
Colorado
– -$17.5M -216,840 Closed
80 81
82
83 84