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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 %
PFG
1326
PAX Financial Group
Texas
$569K -$14.2K -181 -2%
PP
1327
Patten & Patten
Tennessee
$567K -$17.9K -227 -3%
PA
1328
Probity Advisors
Texas
$566K +$200K +2,544 +55%
SN
1329
Sittner & Nelson
Oregon
$561K -$31.3K -398 -5%
HGA
1330
Hobbs Group Advisors
South Carolina
$558K +$558K +7,090 New
SOAMC
1331
Spirit of America Management Corp
New York
$556K – – –
GWM
1332
GSB Wealth Management
Connecticut
$555K +$2.13K +27 +0.4%
RL
1333
Rogco LP
Oklahoma
$555K +$22.9K +291 +4%
BG
1334
Bollard Group
Massachusetts
$551K +$2.6K +33 +0.5%
IIM
1335
InTrack Investment Management
Vermont
$551K +$80.7K +1,025 +17%
TIAA Trust, National Association
1336
TIAA Trust, National Association
North Carolina
$550K -$86.1K -1,094 -14%
JAG
1337
Journey Advisory Group
Kentucky
$548K -$7.32K -93 -1%
PWP
1338
Phillips Wealth Planners
Mississippi
$546K -$3.24K -42 -0.6%
IWA
1339
IVC Wealth Advisors
Pennsylvania
$546K +$52.5K +667 +11%
TBNY
1340
Trustco Bank (New York)
New York
$545K -$142K -1,800 -21%
HAG
1341
HF Advisory Group
Maryland
$542K +$178K +2,262 +49%
MSA
1342
Marino Stram & Associates
Massachusetts
$540K -$21.6K -275 -4%
H
1343
HoyleCohen
California
$539K -$154K -1,953 -22%
CWS
1344
Confluence Wealth Services
Pennsylvania
$539K -$7.87K -100 -1%
AF
1345
Advisornet Financial
Minnesota
$536K -$6.61K -84 -1%
OWP
1346
Obermeyer Wealth Partners
Colorado
$536K -$24.5K -311 -4%
TFA
1347
Transamerica Financial Advisors
Florida
$533K – – –
BAM
1348
Belpointe Asset Management
Nevada
$532K -$851K -10,809 -62%
SWM
1349
Silverlake Wealth Management
Vermont
$530K +$20K +254 +4%
CI
1350
CX Institutional
Indiana
$526K -$315 -4 -0.1%
52 53
54
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