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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 %
MSAM
751
Moloney Securities Asset Management
Missouri
$2.63M +$147K +1,871 +6%
HCM
752
Hengehold Capital Management
Ohio
$2.62M +$38K +483 +1%
EW
753
Evexia Wealth
Wisconsin
$2.62M +$122K +1,539 +5%
SA
754
Strategic Advisors
New York
$2.61M -$120K -1,521 -4%
NRD
755
Nebula Research & Development
New York
$2.61M +$1.82M +23,084 +229%
BRWA
756
B. Riley Wealth Advisors
Florida
$2.61M -$604K -7,605 -19%
AWA
757
Arete Wealth Advisors
Illinois
$2.61M +$633K +8,053 +32%
FFA
758
Farther Finance Advisors
California
$2.61M +$349K +4,519 +15%
BCM
759
Brookstone Capital Management
Illinois
$2.58M +$213K +2,623 +9%
CA
760
CGN Advisors
Kansas
$2.58M +$169K +2,142 +7%
SCP
761
Shorepoint Capital Partners
Massachusetts
$2.56M +$62.8K +798 +3%
ADBIC
762
A.D. Beadell Investment Counsel
Wisconsin
$2.55M +$28.3K +360 +1%
TI
763
TrueMark Investments
Illinois
$2.54M +$944K +11,997 +59%
UCI
764
Uncommon Cents Investing
Wisconsin
$2.54M +$111K +1,405 +5%
Fayez Sarofim & Co
765
Fayez Sarofim & Co
Texas
$2.53M +$236K +3,000 +10%
LCM
766
LVM Capital Management
Michigan
$2.51M -$277K -3,518 -10%
CWM
767
Congress Wealth Management
Massachusetts
$2.51M +$2.51M +31,836 New
1WA
768
180 Wealth Advisors
Washington
$2.5M +$171K +2,187 +7%
FTDI
769
First Trust Direct Indexing
Massachusetts
$2.49M +$177K +2,248 +8%
SW
770
SlateStone Wealth
Florida
$2.48M -$1.37M -17,402 -36%
SVWAG
771
Sound View Wealth Advisors Group
Georgia
$2.48M -$6.61K -84 -0.3%
Simplex Trading
772
Simplex Trading
Illinois
$2.47M +$2.47M +31,435 New
SW
773
StrongBox Wealth
Missouri
$2.47M +$697K +8,850 +39%
AGP
774
Autumn Glory Partners
Texas
$2.47M – – –
CWM
775
Concentric Wealth Management
California
$2.44M +$87K +1,105 +4%
29 30
31
32 33