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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 %
BFIC
1426
Bedell Frazier Investment Counselling
California
$503K -$19.6K -225 -4%
LSAG
1427
Lake Street Advisors Group
New Hampshire
$498K +$70.9K +807 +17%
TSWM
1428
Triangle Securities Wealth Management
North Carolina
$496K -$40.7K -467 -8%
SPIS
1429
Steward Partners Investment Solutions
Oregon
$495K +$495K +5,684 New
DWM
1430
Dorchester Wealth Management
Quebec, Canada
$493K +$74.1K +850 +18%
BW
1431
Bison Wealth
Georgia
$492K +$349 +4 +0.1%
LL
1432
LWMG LLC
Minnesota
$491K +$2.53K +29 +0.5%
CG
1433
Corundum Group
Colorado
$491K +$491K +5,637 New
RIA
1434
Richwood Investment Advisors
Ohio
$489K -$28.2K -323 -5%
BDFN
1435
Bond & Devick Financial Network
Minnesota
$487K – – –
FA
1436
Faithward Advisors
Pennsylvania
$485K +$219K +2,516 +82%
LWM
1437
LongView Wealth Management
Georgia
$485K – – –
RCM
1438
Radnor Capital Management
Pennsylvania
$483K -$26.7K -306 -5%
PIM
1439
Penobscot Investment Management
Massachusetts
$483K -$220K -2,525 -31%
VAM
1440
Verity Asset Management
North Carolina
$483K +$204K +2,344 +73%
FMLI
1441
Fukoku Mutual Life Insurance
Japan
$482K – – –
SIA
1442
Schechter Investment Advisors
Michigan
$482K -$12.6K -144 -3%
CA
1443
Continuum Advisory
Idaho
$482K -$530K -6,407 -52%
CWM
1444
Cordatus Wealth Management
Pennsylvania
$481K -$1.5M -17,160 -76%
PG
1445
Patten Group
Tennessee
$480K +$1.74K +20 +0.4%
AIM
1446
Athena Investment Management
California
$478K – – –
BA
1447
Ballast Advisors
Minnesota
$476K -$1.66K -19 -0.3%
WFAG
1448
Worth Financial Advisory Group
North Carolina
$475K +$2.53K +29 +0.5%
CW
1449
CreativeOne Wealth
Kansas
$475K +$113K +1,300 +31%
AFM
1450
Abbot Financial Management
Massachusetts
$473K +$473K +5,427 New
56 57
58
59 60