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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 %
SWIG
1376
Strategic Wealth Investment Group
Kentucky
$500K +$500K +6,486 New
GL
1377
Graypoint LLC
New York
$499K +$5.43K +69 +1%
LA
1378
Lynch & Associates
Indiana
$498K +$125K +1,585 +33%
BA
1379
Bristlecone Advisors
Washington
$496K -$482K -6,123 -49%
FPB
1380
First PREMIER Bank
South Dakota
$496K -$2.28K -29 -0.5%
WCM
1381
Winthrop Capital Management
Indiana
$495K -$113K -1,439 -19%
SWS
1382
SYSTM Wealth Solutions
Illinois
$494K -$1.63M -20,651 -77%
BIA
1383
Barry Investment Advisors
Massachusetts
$494K -$160K -2,030 -24%
GPI
1384
General Partner Inc
Pennsylvania
$492K +$4.64K +59 +1%
BW
1385
Bison Wealth
Georgia
$492K – – –
CA
1386
Crumly & Associates
Illinois
$492K +$34.8K +442 +8%
CF
1387
Centaurus Financial
California
$492K +$127K +1,613 +35%
WTB
1388
Washington Trust Bank
Washington
$490K +$17.4K +221 +4%
RFA
1389
Resurgent Financial Advisors
Georgia
$489K -$198K -2,516 -29%
MMPW
1390
Mitchell McLeod Pugh & Williams
Alabama
$487K -$65.1K -827 -12%
LRPA
1391
L. Roy Papp & Associates
Arizona
$485K -$3.7K -47 -0.8%
1IA
1392
1620 Investment Advisors
Massachusetts
$484K +$14.5K +184 +3%
RG
1393
Rathbones Group
United Kingdom
$481K -$795K -10,100 -62%
RIA
1394
Realta Investment Advisors
Delaware
$479K +$105K +1,330 +28%
CCG
1395
Ceeto Capital Group
Florida
$478K -$396K -5,000 -45%
PMSA
1396
Patrick M. Sweeney & Associates
Illinois
$477K +$24K +305 +5%
WPW
1397
Waldron Private Wealth
Pennsylvania
$476K -$476 -6 -0.1%
MFC
1398
Mechanics Financial Corp
Ohio
$476K -$12.3K -156 -3%
MA
1399
MONECO Advisors
Connecticut
$474K -$3.07K -39 -0.6%
WC
1400
Waterloo Capital
Texas
$473K -$12.1K -154 -2%
54 55
56
57 58