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 %
BFIM
1526
Beese Fulmer Investment Management
Ohio
$349K -$131K -1,670 -27%
NSAM
1527
North Star Asset Management
Wisconsin
$348K +$18K +229 +5%
AIM
1528
Aspen Investment Management
Michigan
$347K -$18.1K -230 -5%
AO
1529
Advisor OS
Illinois
$347K +$17.7K +225 +5%
CH
1530
Cromwell Holdings
Wyoming
$346K +$346K +4,359 New
PF
1531
Phoenix Financial
Israel
$346K -$9.76K -123 -3%
FFBTD
1532
First Financial Bank - Trust Division
Ohio
$345K -$263K -3,344 -43%
GP
1533
Girard Partners
Pennsylvania
$344K -$31.6K -401 -8%
UAG
1534
United Advisor Group
Ohio
$344K +$99.8K +1,268 +41%
AWM
1535
Accurate Wealth Management
Florida
$344K -$21.4K -278 -6%
Empower Advisory Group
1536
Empower Advisory Group
Colorado
$343K -$77.8K -989 -18%
CFP
1537
Catalyst Financial Partners
Massachusetts
$342K +$22K +279 +7%
DCM
1538
Davis Capital Management
Florida
$342K -$27.6K -358 -7%
DSC
1539
Duncker Streett & Co
Missouri
$339K -$131K -1,662 -28%
WPC
1540
Wedmont Private Capital
Pennsylvania
$338K +$42.3K +543 +14%
TLCM
1541
Twin Lakes Capital Management
California
$337K – – –
SEIA
1542
Signature Estate & Investment Advisors
California
$337K +$337K +4,279 New
PEA
1543
Park Edge Advisors
Ohio
$336K -$26.7K -339 -7%
PIM
1544
Penobscot Investment Management
Massachusetts
$336K -$100K -1,271 -23%
AWAP
1545
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K – – –
RFA
1546
Register Financial Advisors
Georgia
$336K +$79 +1 +0%
FWM
1547
Foguth Wealth Management
Michigan
$335K +$117K +1,483 +53%
RB
1548
Renasant Bank
Mississippi
$334K +$115K +1,467 +53%
FCA
1549
FLC Capital Advisors
California
$333K +$28.7K +365 +9%
BFM
1550
Boston Financial Management
Massachusetts
$330K -$4.49K -57 -1%
60 61
62
63 64