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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 %
NERM
1001
New England Research & Management
Illinois
$1.26M -$166K -2,112 -12%
KPPF
1002
Klein Pavlis & Peasley Financial
California
$1.26M +$1.26M +15,956 New
BC
1003
Bowman & Company
Wisconsin
$1.26M +$114K +1,451 +10%
MFG
1004
Merit Financial Group
Georgia
$1.25M +$161K +2,045 +15%
BWG
1005
Boomfish Wealth Group
Georgia
$1.25M +$39.4K +501 +3%
NG
1006
Norden Group
Utah
$1.25M -$367K -4,659 -23%
TA
1007
TCM Advisors
West Virginia
$1.24M -$1.5M – –
NHC
1008
Nicholas Hoffman & Company
Georgia
$1.24M +$7.48K +95 +0.6%
HH
1009
Hilltop Holdings
Texas
$1.24M +$315K +3,997 +34%
DCM
1010
Dudley Capital Management
Virginia
$1.23M -$83.8K -1,065 -6%
PP
1011
Paloma Partners
Connecticut
$1.23M +$1.23M +15,610 New
TAM
1012
Trust Asset Management
Texas
$1.23M – – –
LIM
1013
Longfellow Investment Management
Massachusetts
$1.22M +$8.27K +105 +0.7%
LA
1014
Lakeside Advisors
Washington
$1.21M -$62.5K -794 -5%
LAIC
1015
Lederer & Associates Investment Counsel
California
$1.21M -$52.6K -669 -4%
FB
1016
Fulton Bank
Pennsylvania
$1.21M -$74K -940 -6%
VH
1017
Visionary Horizons
Tennessee
$1.21M +$23.1K +294 +2%
NAM
1018
NTV Asset Management
West Virginia
$1.21M -$22.5K -286 -2%
BO
1019
Bank OZK
Arkansas
$1.21M -$390K -4,956 -24%
IIA
1020
ICW Investment Advisors
Arizona
$1.2M -$13.3K -169 -1%
NRI
1021
NFP Retirement Inc
California
$1.2M -$343K -4,364 -22%
SFS
1022
Sowell Financial Services
Arkansas
$1.2M +$155K +1,950 +15%
VA
1023
Vident Advisory
Georgia
$1.2M +$195K +2,475 +19%
AWMT
1024
AAFMAA Wealth Management & Trust
North Carolina
$1.2M – – –
HNWAG
1025
High Net Worth Advisory Group
Florida
$1.19M -$39.4K -500 -3%
39 40
41
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