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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 %
KIG
1551
Kennedy Investment Group
New Jersey
$379K +$379K +4,349 New
WAS
1552
Wealth Advisory Solutions
Indiana
$378K -$72.3K -830 -16%
AWM
1553
Accurate Wealth Management
Florida
$377K +$37.9K +477 +11%
Fidelity International
1554
Fidelity International
Bermuda
$376K +$78.8K +904 +27%
HCM
1555
Hall Capital Management
Rhode Island
$374K +$3.14K +36 +0.8%
GI
1556
GAMCO Investors
Connecticut
$374K -$31.9K -366 -8%
TLCM
1557
Twin Lakes Capital Management
California
$374K – – –
AWAP
1558
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$372K +$46.7K +536 +14%
CCA
1559
Cobblestone Capital Advisors
New York
$372K +$87 +1 +0%
RFA
1560
Register Financial Advisors
Georgia
$371K +$141K +1,613 +61%
NL
1561
NWAM LLC
Washington
$371K +$11.7K +141 +3%
BFM
1562
Boston Financial Management
Massachusetts
$371K -$89.9K -1,032 -20%
WOC
1563
West Oak Capital
California
$370K -$99.7K -1,145 -21%
AC
1564
Allstate Corporation
Illinois
$368K -$28.1K -323 -7%
GDP
1565
Great Diamond Partners
Maine
$367K -$1.31K -15 -0.4%
NSAM
1566
North Star Asset Management
Wisconsin
$365K +$15.4K +177 +4%
CSIC
1567
Clifford Swan Investment Counsel
California
$365K – – –
AO
1568
Advisor OS
Illinois
$364K +$98.4K +1,129 +37%
CG
1569
CFO4Life Group
Texas
$360K +$105K +1,203 +41%
MFG
1570
Mosaic Financial Group
Illinois
$360K +$360K +4,136 New
EFM
1571
E Fund Management
China
$359K +$44.2K +507 +14%
PWPS
1572
Pinnacle Wealth Planning Services
Ohio
$359K +$11.9K +137 +3%
CGL
1573
Clarius Group LLC
Washington
$358K -$101K -1,164 -22%
HAM
1574
Hedges Asset Management
Nevada
$357K -$17.4K -200 -5%
CFM
1575
Catalyst Funds Management
Australia
$357K +$357K +4,100 New
61 62
63
64 65