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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 %
SLF
2076
Sun Life Financial
Ontario, Canada
– -$1.11M -13,764 Closed
SLWA
2077
San Luis Wealth Advisors
California
– -$1.09M -13,520 Closed
IFU
2078
iSAM Funds (UK)
United Kingdom
– -$1.08M -13,412 Closed
CA
2079
Calton & Associates
Florida
– -$957K -11,867 Closed
KFP
2080
Keystone Financial Planning
Ohio
– -$867K -10,754 Closed
CCM
2081
Compton Capital Management
Rhode Island
– -$853K -10,585 Closed
LOAMS
2082
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$742K -9,205 Closed
TCMG
2083
TSP Capital Management Group
New Jersey
– -$697K -8,650 Closed
UWM
2084
USAdvisors Wealth Management
Minnesota
– -$617K -7,654 Closed
IAIM
2085
Industrial Alliance Investment Management
Quebec, Canada
– -$600K -7,446 Closed
CFA
2086
Compass Financial Advisors
Indiana
– -$597K -7,405 Closed
DS
2087
DRW Securities
Illinois
– -$592K -7,340 Closed
CFO
2088
Callan Family Office
Pennsylvania
– -$468K -5,811 Closed
Group One Trading
2089
Group One Trading
Illinois
– -$459K -5,693 Closed
HCM
2090
Harvey Capital Management
Florida
– -$451K -5,595 Closed
FNBOSM
2091
First National Bank of South Miami
Florida
– -$426K -5,285 Closed
CM
2092
Capula Management
Cayman Islands
– -$426K -5,278 Closed
T
2093
TCWP
Ohio
– -$405K -5,024 Closed
PCMF
2094
Private Capital Management (Florida)
Florida
– -$403K -5,000 Closed
WP
2095
WealthSource Partners
California
– -$389K -4,824 Closed
VF
2096
Virtu Financial
New York
– -$356K -4,422 Closed
CFAM
2097
Center For Asset Management
Florida
– -$356K -4,414 Closed
SC
2098
SRB Corp
Massachusetts
– -$346K -4,296 Closed
TNA
2099
True North Advisors
Texas
– -$324K -4,015 Closed
LKIM
2100
Lawson Kroeker Investment Management
Nebraska
– -$323K -4,006 Closed
82 83
84
85 86