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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 %
GRP
801
Global Retirement Partners
California
$2.25M +$334K +4,241 +17%
FTWA
802
Fifth Third Wealth Advisors
Ohio
$2.24M +$1.13M +14,375 +102%
GMA
803
Glassy Mountain Advisors
Maryland
$2.23M -$34.8K -442 -2%
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M +$1.52M +19,127 +213%
AA
805
Argent Advisors
Louisiana
$2.23M +$94.4K +1,199 +4%
MMA
806
Miracle Mile Advisors
California
$2.23M -$26.4K -335 -1%
TCM
807
Twin Capital Management
Pennsylvania
$2.22M -$28.7K -365 -1%
FW
808
FullCircle Wealth
Texas
$2.22M +$2.22M +27,714 New
JFA
809
JNBA Financial Advisors
Minnesota
$2.21M -$39.4K -501 -2%
SF
810
Slagle Financial
Illinois
$2.19M +$139K +1,761 +7%
RB
811
Rodgers Brothers
Pennsylvania
$2.19M – – –
GSWM
812
Greenup Street Wealth Management
Michigan
$2.18M +$222K +2,822 +11%
TCPW
813
Twin City Private Wealth
North Carolina
$2.18M +$53K +668 +2%
GGA
814
Granite Group Advisors
Connecticut
$2.18M +$96.3K +1,224 +5%
BDS
815
Banco de Sabadell
Florida
$2.18M +$216K +2,748 +11%
BCP
816
Berkeley Capital Partners
Georgia
$2.17M +$114K +1,446 +6%
SP
817
Stonebrook Private
Michigan
$2.15M +$172K +2,191 +9%
LS
818
Leelyn Smith
Illinois
$2.15M -$1.11M -14,125 -34%
AUB
819
Atlantic Union Bankshares
Virginia
$2.14M +$1.84M +23,392 +620%
BWG
820
Berry Wealth Group
Texas
$2.13M +$109K +1,387 +5%
BFO
821
Boston Family Office
Massachusetts
$2.12M -$153K -1,940 -7%
RI
822
Ridgewood Investments
New Jersey
$2.11M -$5.75K -73 -0.3%
PIA
823
Petredis Investment Advisors
Pennsylvania
$2.11M -$3.07K -39 -0.1%
CSPAM
824
Cary Street Partners Asset Management
Virginia
$2.11M +$356K +4,519 +20%
EWM
825
Evercore Wealth Management
New York
$2.1M +$22.4K +285 +1%
31 32
33
34 35