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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 %
BWG
1376
Beta Wealth Group
California
$567K +$96K +1,102 +20%
FCB
1377
First County Bank
Connecticut
$567K -$351K -4,022 -38%
SWM
1378
Silverlake Wealth Management
Vermont
$565K -$5.75K -66 -1%
PWP
1379
Phillips Wealth Planners
Mississippi
$565K +$5.39K +68 +1%
PC
1380
Prairiewood Capital
North Dakota
$564K – – –
SFP
1381
Shepherd Financial Partners
Massachusetts
$561K -$16.9K -194 -3%
RAM
1382
Redmond Asset Management
Virginia
$561K -$8.72K -100 -2%
ACL
1383
Applied Capital LLC
Florida
$560K – – –
LRIC
1384
Long Road Investment Counsel
Michigan
$558K – – –
CA
1385
Cornerstone Advisory
Maryland
$558K +$54.5K +625 +11%
GC
1386
Gilbert & Cook
Iowa
$557K +$4.36K +50 +0.8%
HNW
1387
High Note Wealth
Minnesota
$554K -$45.4K -521 -8%
FPB
1388
First PREMIER Bank
South Dakota
$551K +$130K +1,499 +31%
ALAM
1389
Asahi Life Asset Management
Japan
$550K +$550K +6,310 New
CWS
1390
Cypress Wealth Services
California
$548K +$8.8K +101 +2%
LP
1391
LGL Partners
Pennsylvania
$548K +$71.7K +823 +15%
GL
1392
Graypoint LLC
New York
$547K +$32.5K +373 +6%
IWA
1393
IVC Wealth Advisors
Pennsylvania
$546K +$51.6K +592 +10%
TWM
1394
Thrive Wealth Management
Pennsylvania
$545K -$28.6K -328 -5%
MWM
1395
Mission Wealth Management
California
$545K +$62.6K +718 +13%
LRPA
1396
L. Roy Papp & Associates
Arizona
$541K +$19.2K +220 +4%
MFC
1397
Mechanics Financial Corp
Ohio
$541K – – –
GPI
1398
General Partner Inc
Pennsylvania
$540K – – –
TAM
1399
Titleist Asset Management
Texas
$539K -$173K -1,985 -24%
WC
1400
Waterloo Capital
Texas
$537K -$40.4K -463 -7%
54 55
56
57 58