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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 %
IAS
1126
Insigneo Advisory Services
Florida
$927K -$436K -5,433 -32%
TPW
1127
Transatlantique Private Wealth
New York
$925K +$1.71K +22 +0.2%
RSA
1128
River Street Advisors
Illinois
$923K +$58.4K +742 +7%
CHC
1129
City Holding Co
West Virginia
$922K -$28.6K -364 -3%
CCM
1130
Coldstream Capital Management
Washington
$922K -$27K -343 -3%
TW
1131
TritonPoint Wealth
Maryland
$921K -$208K -2,618 -18%
SAM
1132
Sawgrass Asset Management
Florida
$918K -$16.5K -209 -2%
FFWA
1133
FRG Family Wealth Advisors
Washington
$917K -$85.4K -1,057 -9%
XWM
1134
Xcel Wealth Management
Florida
$914K -$16.1K -204 -2%
BAM
1135
Beaumont Asset Management
Texas
$907K -$3.62K -46 -0.4%
ECM
1136
Evergreen Capital Management
Washington
$907K +$138K +1,736 +18%
TPI
1137
Trust Point Inc
Wisconsin
$906K -$28.2K -358 -3%
BOH
1138
Bank of Hawaii
Hawaii
$906K -$82.3K -1,046 -8%
AWP
1139
Ascent Wealth Partners
New York
$899K -$15.6K -198 -2%
PWM
1140
Perigon Wealth Management
California
$896K -$216K -2,743 -19%
MP
1141
McDonald Partners
Ohio
$893K +$12.4K +157 +1%
SAM
1142
Smartleaf Asset Management
Massachusetts
$890K +$146K +1,836 +20%
IA
1143
IFP Advisors
Florida
$888K +$75.5K +959 +9%
FG
1144
Fiduciary Group
Georgia
$886K -$3.15K -40 -0.4%
AGWCA
1145
Annis Gardner Whiting Capital Advisors
Florida
$886K +$692K +8,723 +358%
SCI
1146
Stableford Capital II
Arizona
$884K +$28.1K +346 +3%
MIM
1147
Morningstar Investment Management
Illinois
$883K – – –
GC
1148
Guidance Capital
Kentucky
$883K +$85.9K +1,070 +11%
MMG
1149
Monetary Management Group
Missouri
$882K -$109K -1,382 -11%
XF
1150
XML Financial
Maryland
$880K +$36.2K +460 +4%
44 45
46
47 48