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Medtronic
MDT

Overview Fund Activity

2,063 hedge funds and large institutions have $95.5B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 929 increasing their positions, 725 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,063
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
172
Increased
929
Reduced
725
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$544M
2
DZ Bank
DZ Bank
Germany
+$276M
3
National Pension Service
National Pension Service
South Korea
+$198M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$195M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$178M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.7B
2
Wells Fargo
Wells Fargo
California
-$449M
3
BlackRock
BlackRock
New York
-$400M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$296M
5
Millennium Management
Millennium Management
New York
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1051
Perigon Wealth Management
California
$1.23M +$160K +1,837 +15%
OF
1052
Outfitter Financial
Maine
$1.23M -$17.9K -205 -1%
CIAS
1053
Capital Investment Advisory Services
North Carolina
$1.23M -$2.79K -32 -0.2%
CNBT
1054
Canandaigua National Bank & Trust
New York
$1.22M +$8.8K +101 +0.7%
CBOR
1055
Community Bank of Raymore
Missouri
$1.22M -$47.1K -540 -4%
IRC
1056
Investors Research Corp
Georgia
$1.22M +$218K +2,500 +22%
CI
1057
Cigna Investments
Connecticut
$1.22M -$13.2K -151 -1%
PA
1058
Procyon Advisors
Connecticut
$1.22M -$13.8K -158 -1%
CPSAC
1059
Chas P. Smith & Associates (CPS)
Florida
$1.22M -$74.1K -850 -6%
CVA
1060
Central Valley Advisors
California
$1.22M +$150K +1,724 +14%
FPAS
1061
Focus Partners Advisor Solutions
Missouri
$1.22M +$755K +8,666 +164%
UB
1062
UMB Bank
Missouri
$1.22M -$621K -7,123 -34%
MWS
1063
Maxwell Wealth Strategies
California
$1.21M -$1.09M -13,479 -47%
VH
1064
Visionary Horizons
Tennessee
$1.21M -$14.8K -185 -1%
LA
1065
Legacy Advisors
Pennsylvania
$1.21M -$908K -10,338 -43%
WSFS
1066
Wilmington Savings Fund Society
Delaware
$1.21M +$1.21M +13,839 New
FFM
1067
Forum Financial Management
Illinois
$1.21M -$164K -1,886 -12%
CFSG
1068
Community Financial Services Group
Vermont
$1.2M +$1.2M +13,823 New
BP
1069
Ballentine Partners
Massachusetts
$1.2M +$244K +2,799 +26%
WTC
1070
WhitTier Trust Company
Nevada
$1.2M +$58.6K +672 +5%
NRS
1071
Neville Rodie & Shaw
New York
$1.2M – – –
GWMR
1072
GC Wealth Management RIA
Massachusetts
$1.19M +$435K +4,993 +57%
JF
1073
Jump Financial
Illinois
$1.19M +$648K +7,436 +119%
CJL
1074
Cyrus J. Lawrence
New York
$1.19M +$1.19M +13,677 New
RPC
1075
Rossmore Private Capital
Connecticut
$1.19M +$24.7K +283 +2%
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