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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 %
UCB
1226
United Community Bank
South Carolina
$739K -$221K -2,810 -23%
VIP
1227
Vista Investment Partners
Oklahoma
$738K +$1.65K +21 +0.2%
GBT
1228
Grove Bank & Trust
Florida
$737K +$52.9K +672 +8%
MM
1229
MQS Management
New York
$737K +$282K +3,587 +62%
NRG
1230
Nemes Rush Group
Michigan
$737K -$298K -3,780 -29%
KA
1231
Kure Advisory
Minnesota
$736K +$2.52K +32 +0.3%
DI
1232
Diligent Investors
California
$733K – – –
FMTCOCP
1233
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$732K -$18K -229 -2%
PI
1234
PFG Investments
New York
$727K -$85.8K -1,090 -11%
MA
1235
Montag & Associates
Georgia
$725K -$32.6K -411 -4%
BCWM
1236
Bartlett & Co Wealth Management
Ohio
$723K -$7.94K -100 -1%
MSS
1237
Mitchell Sinkler & Starr
Pennsylvania
$722K +$26.9K +331 +4%
WP
1238
WealthPLAN Partners
Nebraska
$718K -$14.3K -182 -2%
WCM
1239
Washington Capital Management
Washington
$716K -$14.2K -180 -2%
AWM
1240
Aspire Wealth Management
Massachusetts
$709K – – –
BAM
1241
Blueshift Asset Management
New Jersey
$707K +$491K +6,237 +228%
PGWM
1242
Pitti Group Wealth Management
New York
$706K -$11.5K -140 -2%
SB
1243
Simmons Bank
Arkansas
$705K -$12.8K -163 -2%
EWM
1244
Empirical Wealth Management
Washington
$704K +$84.4K +1,072 +14%
VCM
1245
Violich Capital Management
California
$698K – – –
FNBTCON
1246
First National Bank & Trust Co of Newtown
Pennsylvania
$698K -$2.36K -30 -0.3%
RC
1247
Rovin Capital
Arizona
$696K +$48.9K +621 +8%
FSA
1248
Financial Sense Advisors
California
$693K +$693K +8,809 New
SFSG
1249
Sound Financial Strategies Group
Mississippi
$690K +$690K +8,771 New
AFG
1250
Atomi Financial Group
New York
$689K -$111K -1,410 -14%
48 49
50
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