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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 %
CWS
1351
Cypress Wealth Services
California
$525K +$30K +381 +6%
AP
1352
Americana Partners
Texas
$525K +$10.1K +128 +2%
BHPW
1353
Beverly Hills Private Wealth
California
$523K -$85.2K -1,083 -14%
SRL
1354
Scientech Research LLC
New Jersey
$522K +$522K +6,636 New
BWG
1355
Beta Wealth Group
California
$520K +$8.27K +105 +2%
TAM
1356
Titleist Asset Management
Texas
$520K +$33.1K +420 +7%
MWPCG
1357
Measured Wealth Private Client Group
New Hampshire
$519K – – –
DT
1358
Diversified Trust
Tennessee
$517K -$56.9K -723 -10%
CAG
1359
Crestwood Advisors Group
Massachusetts
$517K -$51K -648 -9%
MWA
1360
Midland Wealth Advisors
Illinois
$516K -$67.9K -863 -12%
PWP
1361
Principle Wealth Partners
Connecticut
$515K -$18.6K -236 -3%
BBI
1362
Baxter Bros Inc
Connecticut
$513K -$47.2K -600 -8%
WPC
1363
White Pine Capital
Minnesota
$513K +$10.6K +135 +2%
GWP
1364
Gen-Wealth Partners
Michigan
$512K +$43.2K +549 +9%
RAM
1365
Redmond Asset Management
Virginia
$510K +$3.94K +50 +0.8%
PC
1366
Prairiewood Capital
North Dakota
$509K – – –
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$508K -$42.7K -542 -8%
AFG
1368
ABLE Financial Group
Arizona
$508K +$87.6K +1,113 +21%
EAM
1369
Empirical Asset Management
Massachusetts
$508K +$508K +6,455 New
FAFN
1370
First Affirmative Financial Network
Colorado
$507K -$79.8K -1,014 -14%
SIM
1371
Sentry Investment Management
Wisconsin
$507K -$43.7K -555 -8%
LCM
1372
Laurion Capital Management
New York
$506K +$506K +6,427 New
BWM
1373
Biltmore Wealth Management
Arizona
$505K -$52.7K -669 -9%
LRIC
1374
Long Road Investment Counsel
Michigan
$504K – – –
ACL
1375
Applied Capital LLC
Florida
$501K -$4.72K -60 -0.9%
53 54
55
56 57