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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 %
VC
1276
Vicus Capital
Pennsylvania
$649K -$29.5K -375 -4%
WT
1277
Whittier Trust
California
$648K -$99.6K -1,266 -13%
BEI
1278
Benjamin Edwards Inc
Missouri
$648K -$30.9K -393 -5%
VT
1279
Vise Technologies
New York
$648K +$72.4K +920 +13%
LC
1280
Lindbrook Capital
California
$646K -$15.5K -197 -2%
IAS
1281
Investment Advisory Services
Texas
$645K -$57.5K -730 -8%
APP
1282
Avantax Planning Partners
Iowa
$642K +$16.1K +205 +3%
GEA
1283
Glen Eagle Advisors
New Jersey
$635K +$11.8K +150 +2%
PCA
1284
Pallas Capital Advisors
Massachusetts
$634K +$84.7K +1,043 +15%
WEG
1285
World Equity Group
Illinois
$634K +$39K +495 +7%
CAG
1286
Csenge Advisory Group
Florida
$632K -$275K -3,495 -30%
HWMA
1287
Heritage Wealth Management (Arizona)
Arizona
$629K -$60.3K -766 -9%
HFO
1288
Heritage Family Offices
Arizona
$629K +$629K +7,989 New
CIM
1289
CIM Investment Management
Pennsylvania
$627K -$3.7K -47 -0.6%
VHAM
1290
Van Hulzen Asset Management
California
$625K +$24.2K +308 +4%
BTWM
1291
Baker Tilly Wealth Management
Wisconsin
$623K -$2.07M -26,297 -77%
MWM
1292
Meridian Wealth Management
Kentucky
$623K +$623K +7,910 New
LIM
1293
Loudon Investment Management
New Hampshire
$619K -$5.43K -69 -0.9%
CSB
1294
City State Bank
Iowa
$618K -$21K -267 -3%
SWA
1295
Stratos Wealth Advisors
Ohio
$617K -$206K -2,614 -25%
SWM
1296
Salvus Wealth Management
New Jersey
$616K -$9.84K -125 -2%
VWM
1297
Venturi Wealth Management
Texas
$614K +$544K +6,914 +782%
BCM
1298
BluePath Capital Management
Georgia
$612K +$228K +2,901 +59%
HFM
1299
Hartford Funds Management
Pennsylvania
$612K +$45.6K +579 +8%
PWMG
1300
Prestige Wealth Management Group
New Jersey
$612K +$51.2K +645 +9%
50 51
52
53 54