MDT icon

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 %
MWA
1326
Midland Wealth Advisors
Illinois
$647K -$6.71K -77 -1%
PFG
1327
PAX Financial Group
Texas
$646K -$2.18K -25 -0.3%
DS
1328
DRW Securities
Illinois
$644K +$644K +7,392 New
BFA
1329
Beacon Financial Advisory
Ohio
$643K +$168K +1,932 +36%
NVIM
1330
New Vernon Investment Management
Illinois
$637K +$264K +3,029 +71%
VT
1331
Vise Technologies
New York
$637K -$59.8K -686 -9%
DT
1332
Diversified Trust
Tennessee
$636K -$874K -10,030 -58%
IB
1333
Intrust Bank
Kansas
$632K -$128K -1,467 -17%
WCM
1334
Windsor Capital Management
Arizona
$631K +$6.88K +79 +1%
DFG
1335
Demars Financial Group
Washington
$631K +$631K +7,238 New
MYIA
1336
Mount Yale Investment Advisors
Colorado
$630K +$15.7K +180 +3%
BOS
1337
Bank of Stockton
California
$629K -$3.23K -37 -0.5%
CAG
1338
Crestwood Advisors Group
Massachusetts
$629K +$147K +1,691 +31%
HFM
1339
Hartford Funds Management
Pennsylvania
$627K +$104K +1,189 +20%
KSWWM
1340
Keyes Stange & Wooten Wealth Management
Florida
$623K +$32.6K +374 +6%
MSA
1341
Marino Stram & Associates
Massachusetts
$622K +$784 +9 +0.1%
PMA
1342
Prudent Man Advisors
Illinois
$621K – – –
OWP
1343
Obermeyer Wealth Partners
Colorado
$621K +$17.6K +202 +3%
PWMG
1344
Prestige Wealth Management Group
New Jersey
$620K +$5.01K +57 +0.8%
CW
1345
Connectus Wealth
Ohio
$620K -$322K -3,693 -34%
BBI
1346
Baxter Bros Inc
Connecticut
$620K -$37K -425 -6%
SOAMC
1347
Spirit of America Management Corp
New York
$616K – – –
JAG
1348
Journey Advisory Group
Kentucky
$615K +$298K +3,422 +94%
GWM
1349
GSB Wealth Management
Connecticut
$613K -$41.8K -480 -6%
FAM
1350
Formidable Asset Management
Ohio
$613K +$613K +7,029 New
52 53
54
55 56