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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 %
PWAM
1301
Pinnacle West Asset Management
Wyoming
$609K – – –
RGC
1302
Roberts, Glore & Co
Illinois
$609K -$10.3K -131 -2%
UWM
1303
USAdvisors Wealth Management
Minnesota
$604K -$2.52K -32 -0.4%
JPWM
1304
Jamison Private Wealth Management
Georgia
$603K -$4.8K -61 -0.8%
GFS
1305
GYL Financial Synergies
Connecticut
$595K +$124K +1,579 +26%
EWM
1306
EPG Wealth Management
Georgia
$593K -$647K -7,427 Closed
WC
1307
Westhampton Capital
North Carolina
$592K – – –
LC
1308
LCNB Corp
Ohio
$592K -$52.2K -663 -8%
GC
1309
Gratus Capital
Georgia
$591K -$22.6K -287 -4%
CWP
1310
Cyndeo Wealth Partners
Florida
$587K -$167K -2,122 -22%
PMA
1311
Prudent Man Advisors
Illinois
$584K +$22.6K +287 +4%
KSWWM
1312
Keyes Stange & Wooten Wealth Management
Florida
$582K +$19.8K +252 +4%
HIC
1313
Hartline Investment Corp
Illinois
$580K +$372K +4,728 +179%
WAG
1314
Wallace Advisory Group
California
$580K +$294K +3,729 +102%
HA
1315
Harfst & Associates
Wyoming
$579K -$50.6K -643 -8%
BWP
1316
BSW Wealth Partners
Colorado
$577K -$70K -889 -11%
FCMC
1317
Founders Capital Management (Connecticut)
Connecticut
$576K -$9.6K -122 -2%
NVIM
1318
New Vernon Investment Management
Illinois
$576K – – –
FFA
1319
Fi3 Financial Advisors
Indiana
$572K -$15.8K -201 -3%
HAIM
1320
Hunter Associates Investment Management
Pennsylvania
$571K -$43.7K -555 -7%
SP
1321
Symmetry Partners
Connecticut
$571K +$56.7K +720 +11%
EA
1322
Everpar Advisors
Oklahoma
$571K +$111K +1,416 +24%
BOS
1323
Bank of Stockton
California
$570K +$2.36K +30 +0.4%
WCM
1324
Windsor Capital Management
Arizona
$569K -$1.18K -15 -0.2%
MC
1325
Martin & Co
Tennessee
$569K -$40.1K -510 -7%
51 52
53
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