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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 %
DFG
1576
Delta Financial Group
New Jersey
$309K +$9.27K +118 +3%
GI
1577
GAMCO Investors
Connecticut
$309K -$28.7K -365 -9%
OP
1578
ORG Partners
Indiana
$309K +$309K +4,003 New
EWA
1579
EverSource Wealth Advisors
Alabama
$308K -$141K -1,751 -31%
9WM
1580
9258 Wealth Management
Ohio
$307K -$8.66K -110 -3%
HAM
1581
Hedges Asset Management
Nevada
$307K -$15.7K -200 -5%
SPA
1582
Sherbrooke Park Advisers
New York
$307K +$307K +3,899 New
HFP
1583
Holistic Financial Partners
Indiana
$307K -$47.4K -602 -13%
TNB
1584
Thomasville National Bank
Georgia
$306K +$2.44K +31 +0.8%
TC
1585
Trilogy Capital
California
$306K +$110K +1,395 +56%
SFS
1586
Stiles Financial Services
Minnesota
$306K -$102K -1,291 -25%
PWPS
1587
Pinnacle Wealth Planning Services
Ohio
$305K -$19K -241 -6%
AWA
1588
Aaron Wealth Advisors
Illinois
$303K +$88.4K +1,123 +41%
WP
1589
WMS Partners
Maryland
$303K -$19.4K -246 -6%
ACM
1590
Arcataur Capital Management
Wisconsin
$303K -$787 -10 -0.3%
CSC
1591
Caldwell Sutter Capital
California
$302K -$866 -11 -0.3%
CA
1592
Cornerstone Advisory
Maryland
$301K -$203K -2,577 -40%
OKSA
1593
O'Keefe Stevens Advisory
New York
$299K +$99.5K +1,264 +50%
LSPW
1594
Lake Street Private Wealth
Illinois
$299K -$559K -7,095 -65%
RVPG
1595
Relative Value Partners Group
$299K +$299K +3,799 New
SXL
1596
Summit X LLC
Missouri
$298K +$298K +3,830 New
RDWM
1597
Red Door Wealth Management
Tennessee
$298K -$3.46K -44 -1%
PB
1598
Pinnacle Bancorp
Nebraska
$297K +$9.29K +118 +3%
SIA
1599
Strategic Investment Advisors
Michigan
$295K +$4.33K +55 +1%
BFWM
1600
Bright Futures Wealth Management
New York
$294K -$7.17K -88 -2%
62 63
64
65 66