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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 %
BFA
1251
Beacon Financial Advisory
Ohio
$689K +$109K +1,383 +19%
VCA
1252
Verdence Capital Advisors
Maryland
$688K -$94.8K -1,205 -12%
BFO
1253
Biltmore Family Office
North Carolina
$686K +$9.53K +120 +1%
BIA
1254
Beacon Investment Advisors
Maryland
$685K -$26K -330 -4%
IC
1255
Inscription Capital
Texas
$681K +$9.76K +124 +1%
CFO
1256
CVA Family Office
Colorado
$679K -$30.6K -389 -4%
SB
1257
Strategic Blueprint
Georgia
$679K -$36.5K -464 -5%
PPWM
1258
Paragon Private Wealth Management
Kentucky
$676K -$19.3K -245 -3%
WMA
1259
West Michigan Advisors
Michigan
$675K -$1.73M -21,770 -72%
BC
1260
Bridgefront Capital
Texas
$674K +$674K +8,563 New
JFL
1261
Jarislowsky, Fraser Ltd
Quebec, Canada
$673K -$36.5K -464 -5%
MHS
1262
M Holdings Securities
Oregon
$673K +$673K +8,515 New
EWA
1263
Encompass Wealth Advisors
Oregon
$672K – – –
BWM
1264
BigSur Wealth Management
Florida
$667K -$63.5K -800 -9%
WWM
1265
Western Wealth Management
Colorado
$665K -$307K -3,895 -32%
KFS
1266
Keynote Financial Services
Connecticut
$664K -$7.08K -90 -1%
WA
1267
Waverly Advisors
Alabama
$664K +$184K +2,338 +38%
WAP
1268
Wealthcare Advisory Partners
Pennsylvania
$662K +$2.83K +36 +0.4%
KA
1269
Kovack Advisors
Florida
$657K -$39.5K -502 -6%
CFG
1270
Cooper Financial Group
California
$657K -$8.34K -106 -1%
MFA
1271
Mayflower Financial Advisors
Massachusetts
$655K -$1.5K -19 -0.2%
MTC
1272
McDaniel Terry & Co
Texas
$655K -$21.5K -273 -3%
BC
1273
Burney Company
Virginia
$654K -$29.5K -375 -4%
BCA
1274
Bray Capital Advisors
Florida
$653K -$8.11K -103 -1%
DG
1275
DMC Group
Alabama
$652K -$77K -978 -11%
49 50
51
52 53