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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 %
AC
1551
Allstate Corporation
Illinois
$330K -$2.52K -32 -0.8%
CSIC
1552
Clifford Swan Investment Counsel
California
$330K – – –
CCA
1553
Cobblestone Capital Advisors
New York
$329K -$6.38K -81 -2%
FTIS
1554
First Trust Investment Solutions
Florida
$328K -$28.2K -358 -8%
EFM
1555
E Fund Management
China
$326K +$1.89K +24 +0.6%
EM
1556
ELCO Management
New York
$326K -$60.1K -764 -16%
CGL
1557
Clarius Group LLC
Washington
$326K +$2.28K +29 +0.7%
SPWG
1558
Sage Private Wealth Group
Illinois
$325K +$76.9K +977 +31%
TPWA
1559
TRUE Private Wealth Advisors
Oregon
$320K +$10.7K +136 +3%
ACP
1560
Aviance Capital Partners
Florida
$319K +$36.8K +468 +13%
CHA
1561
Carmichael Hill & Associates
Maryland
$319K – – –
V
1562
VeraBank
Texas
$317K – – –
NFA
1563
Northwest Financial Advisors
Virginia
$316K +$1.34K +17 +0.4%
BAWM
1564
Bennett Associates Wealth Management
Pennsylvania
$316K -$2.83K -36 -0.9%
FCCM
1565
First City Capital Management
Georgia
$315K -$76.5K -972 -20%
WPI
1566
Walter Public Investments
Canada
$315K – – –
CAMV
1567
Concord Asset Management (Virginia)
Virginia
$314K +$314K +3,990 New
PP
1568
PrairieView Partners
Minnesota
$313K +$1.34K +17 +0.4%
SL
1569
Summitry LLC
California
$312K -$29.5M -375,170 -99%
HCM
1570
Hall Capital Management
Rhode Island
$312K -$26.5K -337 -8%
LGA
1571
Lebenthal Global Advisors
New York
$311K +$787 +10 +0.3%
EHWM
1572
Eads & Heald Wealth Management
Georgia
$311K -$107K -1,352 -26%
WAS
1573
Wealth Advisory Solutions
Indiana
$310K -$30.8K -391 -9%
PBO
1574
Peoples Bank (Ohio)
Ohio
$310K – – –
BIG
1575
Brooklyn Investment Group
New York
$309K – – –
61 62
63
64 65