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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 %
KA
1251
Kovack Advisors
Florida
$771K +$163K +1,870 +27%
PPWM
1252
Paragon Private Wealth Management
Kentucky
$770K +$21.3K +244 +3%
H
1253
HoyleCohen
California
$767K -$137K -1,572 -15%
VA
1254
Valmark Advisers
Ohio
$763K -$2.27K -26 -0.3%
HWMA
1255
Heritage Wealth Management (Arizona)
Arizona
$763K -$19.9K -228 -3%
SC
1256
Syon Capital
California
$763K -$429K -4,926 -36%
RFA
1257
Resurgent Financial Advisors
Georgia
$761K +$284K +3,256 +59%
TBNY
1258
Trustco Bank (New York)
New York
$760K -$74.7K -857 -9%
GBT
1259
Grove Bank & Trust
Florida
$758K +$123K +1,414 +19%
BC
1260
Burney Company
Virginia
$757K -$14K -161 -2%
BTI
1261
Blue Trust Inc
Georgia
$754K +$169K +1,934 +29%
BEI
1262
Benjamin Edwards Inc
Missouri
$752K -$173K -1,988 -19%
VC
1263
Vicus Capital
Pennsylvania
$751K +$140K +1,604 +23%
MTC
1264
McDaniel Terry & Co
Texas
$749K -$5.67K -65 -0.8%
BFO
1265
Biltmore Family Office
North Carolina
$748K +$7.38K +84 +1%
MSS
1266
Mitchell Sinkler & Starr
Pennsylvania
$746K -$243K -2,792 -25%
EWA
1267
Encompass Wealth Advisors
Oregon
$745K -$2.96K -34 -0.4%
IC
1268
Inscription Capital
Texas
$743K +$209K +2,393 +39%
KFS
1269
Keynote Financial Services
Connecticut
$743K +$743K +8,522 New
FCFC
1270
First Commonwealth Financial Corp
Pennsylvania
$743K -$135K -1,552 -15%
CT
1271
ClearAlpha Technologies
Connecticut
$738K +$738K +8,472 New
BI
1272
Ballast Inc
Kentucky
$737K +$120K +1,375 +19%
CFG
1273
Cooper Financial Group
California
$736K +$53.6K +615 +8%
SWM
1274
Sculati Wealth Management
Michigan
$734K +$734K +8,427 New
LC
1275
Lindbrook Capital
California
$733K +$13.1K +150 +2%
49 50
51
52 53