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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 %
AJ
2101
Ashburton (Jersey)
Jersey
– -$2.93M -3,942 Closed
SIC
2102
Samalin Investment Counsel
New York
– -$292K -3,618 Closed
EP
2103
Edgestream Partners
New Jersey
– -$290K -3,599 Closed
SICM
2104
Sustainable Insight Capital Management
New York
– -$277K -3,441 Closed
SP
2105
Successful Portfolios
Florida
– -$268K -3,325 Closed
SW
2106
StrongBox Wealth
Missouri
– -$263K -3,267 Closed
FCBT
2107
First Citizens Bank & Trust
North Carolina
– -$253K -3,143 Closed
NIM
2108
Northeast Investment Management
Massachusetts
– -$239K -2,961 Closed
GFP
2109
Gryphon Financial Partners
Ohio
– -$237K -2,939 Closed
KFP
2110
KMG Fiduciary Partners
Ohio
– -$234K -2,907 Closed
CDH
2111
Charles D. Hyman
– -$233K -2,888 Closed
PP
2112
Pegasus Partners
Wisconsin
– -$220K -2,729 Closed
PIA
2113
Powell Investment Advisors
Florida
– -$219K -2,693 Closed
CFG
2114
Carr Financial Group
Massachusetts
– -$215K -2,641 Closed
BS
2115
Banco Santander
Spain
– -$211K -2,613 Closed
TLP
2116
Trinity Legacy Partners
Texas
– -$210K -2,611 Closed
CAM
2117
Carret Asset Management
New York
– -$210K -2,601 Closed
RBFC
2118
Roman Butler Fullerton & Co
Missouri
– -$233K -2,593 Closed
JHCP
2119
Jackson Hole Capital Partners
Oklahoma
– -$209K -2,588 Closed
BIA
2120
Benchmark Investment Advisors
Illinois
– -$205K -2,548 Closed
MA
2121
MAS Advisors
Florida
– -$205K -2,546 Closed
BAM
2122
Blueshift Asset Management
New Jersey
– -$203K -2,520 Closed
MIA
2123
Milestone Investment Advisors
Wisconsin
– -$188K -2,337 Closed
AWM
2124
Accel Wealth Management
Iowa
– -$78.2K -970 Closed
SSC
2125
Syverson Strege & Co
Iowa
– -$38.2K -474 Closed
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