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Medtronic
MDT

Overview Fund Activity

2,009 hedge funds and large institutions have $83.4B invested in Medtronic in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 815 increasing their positions, 838 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
-54
Holders Change %
-2.62%
% of All Funds
29.22%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.33%
New
138
Increased
815
Reduced
838
Closed
161
Calls
$652M
Puts
$492M
Net Calls
+$160M
Net Calls Change
+$295M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$133M
2
Morgan Stanley
Morgan Stanley
New York
+$99.7M
3
Millennium Management
Millennium Management
New York
+$83.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$82M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$77.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
2
UBS AM
UBS AM
Illinois
-$385M
3
DZ Bank
DZ Bank
Germany
-$334M
4
Charles Schwab
Charles Schwab
California
-$249M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
551
Compass Wealth Management
Connecticut
$5.06M -$5.59K -71 -0.1%
MCM
552
Monarch Capital Management
Indiana
$5.04M -$44.7K -564 -0.9%
FTC
553
Farmers Trust Company
Ohio
$5.04M -$58.6K -745 -1%
FNT
554
First National Trust
Pennsylvania
$5.03M -$4.08M -51,777 -45%
AI
555
Aperture Investors
New York
$5.01M – – –
SFA
556
Sequoia Financial Advisors
Ohio
$4.95M -$165K -2,097 -3%
BCV
557
Banque Cantonale Vaudoise
Switzerland
$4.9M +$39.7K +505 +0.8%
Wealthfront Advisers
558
Wealthfront Advisers
California
$4.86M -$832K -10,576 -15%
BPCE
559
Bank Pictet & Cie (Europe)
Germany
$4.86M -$28.4M -360,924 -85%
BPC
560
Banque Pictet & Cie
Switzerland
$4.84M -$50.8M -645,166 -91%
SWP
561
Stratos Wealth Partners
Ohio
$4.83M -$148K -1,885 -3%
CIA
562
Concurrent Investment Advisors
Florida
$4.81M +$1.71M +21,678 +55%
HB
563
HTLF Bank
Colorado
$4.78M -$222K -2,815 -4%
SCP
564
Stamos Capital Partners
California
$4.77M +$25.2K +320 +0.5%
PA
565
Perennial Advisors
New York
$4.75M +$138K +1,750 +3%
SFI
566
Susquehanna Fundamental Investments
Pennsylvania
$4.74M +$4.74M +60,281 New
CP
567
CenterBook Partners
Connecticut
$4.73M +$2.02M +25,680 +75%
VIM
568
Vinva Investment Management
Australia
$4.72M +$684K +8,625 +17%
AAM
569
Azzad Asset Management
Virginia
$4.71M +$81.1K +1,030 +2%
WF
570
Welch & Forbes
Massachusetts
$4.7M -$745K -9,639 -14%
SAM
571
Sectoral Asset Management
Quebec, Canada
$4.69M +$1.69M +21,500 +57%
AC
572
Asio Capital
Kentucky
$4.65M +$148K +1,886 +3%
OLA
573
Oliver Luxxe Assets
New Jersey
$4.65M +$20.9K +265 +0.5%
GAM
574
Groupama Asset Management
France
$4.63M +$1.91M +48,197 +70%
KNW
575
Kesler Norman & Wride
Utah
$4.63M -$123K -1,567 -3%
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