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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 %
NFG
1101
Nations Financial Group
Iowa
$994K +$381K +4,840 +62%
CTWM
1102
Cherry Tree Wealth Management
Minnesota
$992K -$199K -2,527 -17%
CastleKeep Investment Advisors
1103
CastleKeep Investment Advisors
Connecticut
$986K -$2.99K -38 -0.3%
WTC
1104
WhitTier Trust Company
Nevada
$977K -$105K -1,331 -10%
MSFS
1105
Main Street Financial Solutions
Pennsylvania
$975K +$472 +6 +0%
AWE
1106
Avidian Wealth Enterprises
Texas
$973K -$75.2K -956 -7%
SF
1107
Summit Financial
New Jersey
$966K +$342K +4,308 +55%
PBK
1108
Peoples Bank (Kansas)
Kansas
$965K -$21.3K -270 -2%
EWA
1109
EP Wealth Advisors
California
$965K +$309K +3,931 +47%
JWM
1110
Jupiter Wealth Management
Colorado
$964K – – –
NP
1111
NorthRock Partners
Minnesota
$963K -$21.1K -266 -2%
MCA
1112
Magnolia Capital Advisors
Mississippi
$960K +$960K +12,203 New
CWM
1113
Cornerstone Wealth Management
Missouri
$960K +$43.2K +549 +5%
SKK
1114
Shepherd Kaplan Krochuk
Massachusetts
$958K +$958K +12,170 New
HIP
1115
HUB Investment Partners
Texas
$955K +$188K +2,383 +24%
LA
1116
LVW Advisors
New York
$954K -$297K -3,774 -24%
LCGC
1117
Legacy Capital Group California
California
$952K +$129K +1,633 +16%
CFG
1118
Citizens Financial Group
Rhode Island
$950K +$673K +8,550 +243%
MGIA
1119
Moneta Group Investment Advisors
Missouri
$949K -$93.8K -1,192 -9%
VSQM
1120
V-Square Quantitative Management
Illinois
$949K -$509K -6,465 -35%
LCM
1121
Leisure Capital Management
California
$943K +$943K +11,986 New
SWM
1122
Sculati Wealth Management
Michigan
$941K +$278K +3,527 +42%
PWS
1123
Peloton Wealth Strategists
Indiana
$939K +$5.9K +75 +0.6%
CCM
1124
Chilton Capital Management
Texas
$932K +$1.34K +17 +0.1%
QI
1125
Qtron Investments
Massachusetts
$930K -$281K -3,574 -23%
43 44
45
46 47