MDT icon

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 %
FMLI
1501
Fukoku Mutual Life Insurance
Japan
$373K -$62.9K -799 -14%
JIP
1502
Jaffetilchin Investment Partners
Florida
$372K -$518K -6,586 -58%
MIM
1503
Martin Investment Management
Florida
$371K – – –
CF
1504
Convergence Financial
Missouri
$371K +$371K +4,712 New
MIC
1505
Meridian Investment Counsel
California
$369K – – –
VCM
1506
Virtue Capital Management
Tennessee
$368K -$3.08K -39 -0.8%
CIC
1507
Carnegie Investment Counsel
Ohio
$368K -$827K -10,511 -69%
MWA
1508
Meridian Wealth Advisors
Texas
$367K +$18.5K +235 +5%
CWP
1509
Concord Wealth Partners
Virginia
$365K +$228K +2,899 +167%
NB
1510
Northwest Bancshares
Pennsylvania
$364K -$59.7K -759 -14%
KAS
1511
KPP Advisory Services
Kentucky
$364K +$108K +1,376 +42%
AF
1512
Alerus Financial
North Dakota
$363K – – –
MA
1513
MBA Advisors
Pennsylvania
$360K +$45.6K +579 +15%
AC
1514
Abbrea Capital
California
$359K -$44.3K -558 -11%
KIG
1515
Kennedy Investment Group
New Jersey
$358K +$15.9K +202 +5%
GWAG
1516
Garrett Wealth Advisory Group
Texas
$357K +$10.9K +139 +3%
HTIM
1517
Harbour Trust & Investment Management
Indiana
$357K +$45.3K +576 +15%
MCM
1518
Maple Capital Management
Vermont
$356K +$6.14K +78 +2%
TFIPS
1519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$353K – – –
KOCAA
1520
Knights of Columbus Asset Advisors
Connecticut
$352K – – –
BWAM
1521
Boyd Watterson Asset Management
Ohio
$350K -$11.8K -150 -3%
NSIM
1522
North Star Investment Management
Illinois
$350K – – –
JWM
1523
Jeppson Wealth Management
California
$350K -$6.77K -86 -2%
NWWA
1524
New Wave Wealth Advisors
Arkansas
$350K +$350K +4,445 New
ITIM
1525
Indiana Trust & Investment Management
Indiana
$349K – – –
59 60
61
62 63