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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 %
SC
1026
Schulhoff & Co
Ohio
$1.19M +$1.57K +20 +0.1%
I
1027
InceptionR
California
$1.19M +$1.19M +15,093 New
PA
1028
Procyon Advisors
Connecticut
$1.19M +$82.4K +1,047 +7%
PBT
1029
Pictet Bank & Trust
Bahamas
$1.18M – – –
STA
1030
Summit Trail Advisors
New York
$1.18M +$13.4K +169 +1%
1SB
1031
1ST Source Bank
Indiana
$1.18M -$47.3K -601 -4%
FIA
1032
Foundations Investment Advisors
Arizona
$1.17M +$56.4K +717 +5%
CPW
1033
Cove Private Wealth
New York
$1.17M – – –
CA
1034
Claro Advisors
Massachusetts
$1.17M +$97.3K +1,236 +9%
IIL
1035
Insight Inv LLC
California
$1.17M -$107K -1,345 -8%
OIA
1036
OneDigital Investment Advisors
Kansas
$1.17M +$99.8K +1,268 +9%
CI
1037
Conning Inc
Connecticut
$1.16M -$1.13M -14,394 -49%
GWWM
1038
Great Waters Wealth Management
Minnesota
$1.16M -$84.7K -1,076 -7%
MWS
1039
Maxwell Wealth Strategies
California
$1.16M -$23.9K -304 -2%
WCBA
1040
Weaver C. Barksdale & Associates
Tennessee
$1.16M -$18.7K -237 -2%
EFS
1041
Essex Financial Services
Connecticut
$1.15M +$183K +2,231 +19%
WCM
1042
Whitener Capital Management
North Carolina
$1.15M +$34.2K +435 +3%
UWS
1043
Unique Wealth Strategies
Illinois
$1.15M – – –
MCA
1044
MSH Capital Advisors
Arizona
$1.15M +$92.8K +1,179 +9%
ATPW
1045
Ashton Thomas Private Wealth
Arizona
$1.15M -$520K -6,609 -31%
BP
1046
Ballentine Partners
Massachusetts
$1.15M +$61.9K +786 +6%
SIAP
1047
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.13M +$3.94K +50 +0.3%
IAIM
1048
International Assets Investment Management
Florida
$1.13M -$5.12K -65 -0.4%
KWA
1049
Kingswood Wealth Advisors
California
$1.13M +$190K +2,414 +20%
AWM
1050
Aberdeen Wealth Management
Illinois
$1.12M +$55.2K +701 +5%
40 41
42
43 44