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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 %
MMPW
1351
Mitchell McLeod Pugh & Williams
Alabama
$612K -$5.23K -60 -0.8%
FFA
1352
Fi3 Financial Advisors
Indiana
$610K +$45K +551 +8%
PFBT
1353
Parkside Financial Bank & Trust
Missouri
$610K +$62.9K +722 +12%
SIM
1354
Sentry Investment Management
Wisconsin
$609K – – –
GI
1355
GAMMA Investing
California
$608K +$159K +1,819 +35%
BG
1356
Bollard Group
Massachusetts
$607K +$2.62K +30 +0.4%
CWS
1357
Confluence Wealth Services
Pennsylvania
$605K -$90K -1,033 -13%
AF
1358
Advisornet Financial
Minnesota
$601K -$87.5K -1,004 -13%
WSTAM
1359
Wilbanks Smith & Thomas Asset Management
Virginia
$601K -$111K -1,273 -16%
CCA
1360
Checchi Capital Advisers
California
$596K +$55K +631 +10%
TFA
1361
Transamerica Financial Advisors
Florida
$591K +$13.3K +152 +2%
PWP
1362
Principle Wealth Partners
Connecticut
$590K -$56.2K -645 -9%
JWM
1363
Janiczek Wealth Management
Colorado
$590K +$335K +3,845 +132%
PCA
1364
Pallas Capital Advisors
Massachusetts
$589K +$60.7K +696 +11%
RL
1365
Rogco LP
Oklahoma
$589K -$4.53K -52 -0.8%
CAMG
1366
CWA Asset Management Group
Florida
$589K +$191K +2,195 +48%
SPI
1367
Sutton Place Investors
New York
$585K +$23.8K +273 +4%
ZIC
1368
ZWJ Investment Counsel
Georgia
$584K +$584K +6,700 New
BWM
1369
Biltmore Wealth Management
Arizona
$584K – – –
CI
1370
CX Institutional
Indiana
$583K +$18.1K +208 +3%
AAG
1371
Accordant Advisory Group
Maryland
$580K +$580K +6,659 New
MWPCG
1372
Measured Wealth Private Client Group
New Hampshire
$575K -$610 -7 -0.1%
RP
1373
Rowlandmiller & Partners
Georgia
$571K – – –
AP
1374
Americana Partners
Texas
$570K -$67.7K -777 -11%
SP
1375
Symmetry Partners
Connecticut
$569K +$569K +6,532 New
53 54
55
56 57