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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 %
CAG
1151
Csenge Advisory Group
Florida
$1M +$159K +1,820 +19%
LNC
1152
Lincoln National Corp
Pennsylvania
$999K +$108K +1,237 +12%
CA
1153
Clearstead Advisors
Ohio
$999K -$466K -5,579 -32%
FFWA
1154
FRG Family Wealth Advisors
Washington
$996K -$310K -3,865 -24%
AI
1155
Accredited Investors
Minnesota
$988K -$4.71K -54 -0.5%
JIP
1156
Jaffetilchin Investment Partners
Florida
$986K +$266K +3,056 +37%
PCS
1157
Personal CFO Solutions
New Jersey
$986K +$82.4K +945 +9%
FG
1158
Fiduciary Group
Georgia
$985K -$3.49K -40 -0.4%
JWM
1159
Jupiter Wealth Management
Colorado
$979K +$81.6K +1,000 +9%
1CP
1160
17 Capital Partners
Arizona
$979K – – –
RWP
1161
RWA Wealth Partners
Massachusetts
$978K -$3.22K -37 -0.3%
MIM
1162
Morningstar Investment Management
Illinois
$977K – – –
MP
1163
McDonald Partners
Ohio
$975K +$14.6K +167 +2%
CTC
1164
Central Trust Company
Missouri
$968K -$33K -379 -3%
CCG
1165
Ceeto Capital Group
Florida
$968K +$4.39K +50 +0.5%
DBIA
1166
Dumont & Blake Investment Advisors
New Jersey
$960K -$32.9K -377 -3%
RSA
1167
River Street Advisors
Illinois
$957K +$201K +2,304 +27%
LWA
1168
Lantern Wealth Advisors
New York
$953K +$19.4K +223 +2%
P
1169
&Partners
Tennessee
$951K +$666K +7,591 +233%
LSPW
1170
Lake Street Private Wealth
Illinois
$949K -$326K -3,739 -26%
CIA
1171
Capital Investment Advisors
Georgia
$943K -$106K -1,222 -10%
FFA
1172
First Foundation Advisors
California
$943K -$50.1K -575 -5%
CT
1173
Coastline Trust
Rhode Island
$942K -$20.9K -240 -2%
XF
1174
XML Financial
Maryland
$935K -$26.4K -303 -3%
CIC
1175
Cornercap Investment Counsel
Georgia
$924K -$74.4K -854 -7%
45 46
47
48 49