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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 %
BFIM
1401
Beese Fulmer Investment Management
Ohio
$532K -$174K -1,993 -25%
VAM
1402
Vontobel Asset Management
New York
$532K +$23.4K +269 +5%
WA
1403
Waverly Advisors
Alabama
$531K +$68.3K +784 +15%
MA
1404
MONECO Advisors
Connecticut
$529K +$4.1K +47 +0.8%
B
1405
Bellecapital
Switzerland
$528K -$22.7K -260 -4%
WPW
1406
Waldron Private Wealth
Pennsylvania
$528K +$84.5K +962 +19%
SR
1407
Syntax Research
Florida
$526K +$19.1K +219 +4%
WTB
1408
Washington Trust Bank
Washington
$523K +$2.7K +31 +0.5%
OFS
1409
OMC Financial Services
New York
$521K +$521K +5,980 New
GFS
1410
GYL Financial Synergies
Connecticut
$521K -$177K -2,032 -25%
NW
1411
NewEdge Wealth
Pennsylvania
$521K +$521K +6,437 New
IIM
1412
InTrack Investment Management
Vermont
$521K +$54.5K +625 +12%
DSC
1413
Duncker Streett & Co
Missouri
$520K -$46.7K -536 -8%
1IA
1414
1620 Investment Advisors
Massachusetts
$520K +$520K +5,964 New
DCM
1415
DGS Capital Management
New Jersey
$519K +$268K +3,075 +107%
GWP
1416
Gen-Wealth Partners
Michigan
$519K +$519K +5,951 New
PCM
1417
Pointe Capital Management
Michigan
$518K – – –
WPC
1418
White Pine Capital
Minnesota
$512K +$13.2K +164 +3%
PMSA
1419
Patrick M. Sweeney & Associates
Illinois
$511K +$11.1K +125 +2%
EA
1420
Everpar Advisors
Oklahoma
$509K -$68.1K -781 -12%
CA
1421
Crumly & Associates
Illinois
$506K – – –
NHT
1422
New Hampshire Trust
New Hampshire
$505K +$39K +448 +8%
TWA
1423
TCI Wealth Advisors
Arizona
$504K +$2.35K +27 +0.5%
CA
1424
Cambridge Advisors
Nebraska
$504K -$5.23K -60 -1%
MM
1425
MQS Management
New York
$503K +$503K +5,776 New
55 56
57
58 59