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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 %
GWAM
1601
Guardian Wealth Advisors (Minnesota)
Minnesota
$291K +$236 +3 +0.1%
PI
1602
Parkside Investments
Illinois
$291K -$78.7K -1,000 -21%
NA
1603
Nottingham Advisors
New York
$290K +$290K +3,690 New
EM
1604
Excalibur Management
Massachusetts
$289K – – –
BC
1605
Belmont Capital
California
$288K +$131K +1,664 +83%
MG
1606
Mather Group
Illinois
$288K +$17.2K +197 +6%
BAAM
1607
Baker Avenue Asset Management
California
$286K +$286K +3,634 New
CPIG
1608
Chicago Partners Investment Group
Illinois
$286K -$4.28K -53 -1%
PAG
1609
Powers Advisory Group
Illinois
$285K – – –
PWS
1610
Precision Wealth Strategies
Missouri
$285K -$10.2K -130 -3%
AFT
1611
Alpha Family Trust
California
$285K – – –
CFM
1612
Catalyst Funds Management
Australia
$283K -$39.4K -500 -12%
Cohen & Steers
1613
Cohen & Steers
New York
$283K -$5.44K -69 -2%
GLA
1614
Good Life Advisors
Pennsylvania
$283K -$1.34K -17 -0.5%
QCG
1615
Quadrant Capital Group
Ohio
$283K +$7.8K +99 +3%
FLI
1616
Family Legacy Inc
South Carolina
$281K – – –
QPW
1617
Quantum Private Wealth
Florida
$280K – – –
LRIA
1618
Leonard Rickey Investment Advisors
Washington
$279K +$97.4K +1,238 +54%
EL
1619
EMFO LLC
Florida
$279K +$224K +2,850 +409%
ASC
1620
Atalanta Sosnoff Capital
New York
$279K -$10.9K -139 -4%
JA
1621
JVL Associates
Michigan
$278K -$29.7K -377 -10%
AM
1622
AGF Management
Ontario, Canada
$278K -$1.23M -15,624 -82%
FFG
1623
Fiduciary Financial Group
California
$276K +$276K +3,534 New
CC
1624
Constitution Capital
Connecticut
$275K -$7.87K -100 -3%
AA
1625
Alta Advisers
United Kingdom
$275K – – –
63 64
65
66 67