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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 %
SCA
1151
St. Clair Advisors
Ohio
$879K -$92.3K -1,173 -10%
CPSAC
1152
Chas P. Smith & Associates (CPS)
Florida
$877K -$224K -2,842 -20%
GCIM
1153
Gunn & Company Investment Management
Florida
$877K +$877K +11,140 New
FFA
1154
First Foundation Advisors
California
$872K +$20.6K +262 +2%
CL
1155
CSS LLC
Illinois
$866K +$866K +11,000 New
PCS
1156
Personal CFO Solutions
New Jersey
$866K -$24.8K -315 -3%
HI
1157
Harbour Investments
Wisconsin
$865K -$109K -1,384 -11%
LWA
1158
Lantern Wealth Advisors
New York
$861K – – –
1CP
1159
17 Capital Partners
Arizona
$858K -$26.2K -333 -3%
CT
1160
Coastline Trust
Rhode Island
$851K – – –
BTI
1161
Blue Trust Inc
Georgia
$849K +$94.6K +1,086 +13%
PGFC
1162
Peapack-Gladstone Financial Corp
New Jersey
$848K -$104K -1,318 -11%
HCM
1163
HMS Capital Management
Tennessee
$847K +$46.9K +596 +6%
APWA
1164
Atlas Private Wealth Advisors
New Jersey
$845K +$501K +6,359 +145%
SBIA
1165
Sheaff Brock Investment Advisors
Indiana
$844K -$133K -1,695 -14%
ABLA
1166
Alan B. Lancz & Associates
Ohio
$839K +$839K +10,658 New
PVI
1167
Pine Valley Investments
New Jersey
$837K -$224K -2,835 -21%
CIA
1168
Capital Investment Advisors
Georgia
$837K -$15K -191 -2%
CG
1169
Corundum Group
Colorado
$832K +$388K +4,931 +87%
AI
1170
Accredited Investors
Minnesota
$831K -$61.6K -782 -7%
WAS
1171
Winch Advisory Services
Wisconsin
$828K +$9.76K +124 +1%
QWP
1172
Quotient Wealth Partners
Texas
$825K -$1.2M -15,192 -59%
CIC
1173
Cornercap Investment Counsel
Georgia
$821K -$12.8K -162 -2%
SWM
1174
Spire Wealth Management
Virginia
$817K -$308K -3,911 -27%
FPWM
1175
FSB Premier Wealth Management
Iowa
$815K +$186K +2,363 +30%
45 46
47
48 49