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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 %
DCBT
1626
Dakota Community Bank & Trust
North Dakota
$275K +$14.5K +184 +6%
WIA
1627
Wetzel Investment Advisors
Indiana
$275K -$23.9K -274 -8%
MRCM
1628
M&R Capital Management
New Jersey
$274K -$7.01K -89 -2%
MIA
1629
MMBG Investment Advisors
Florida
$274K – – –
CG
1630
CFO4Life Group
Texas
$274K -$52K -660 -16%
OL
1631
OneFund LLC
Florida
$273K +$2.05K +26 +0.8%
KWM
1632
Keebeck Wealth Management
Illinois
$272K – – –
PP
1633
PDS Planning
Ohio
$272K +$84.5K +1,074 +45%
C
1634
Certuity
Florida
$271K +$271K +3,447 New
ECG
1635
Edge Capital Group
Georgia
$271K -$3.55M -45,065 -93%
AOWM
1636
Alpha Omega Wealth Management
Virginia
$271K -$99.7K -1,267 -27%
SFB
1637
STAR Financial Bank
Indiana
$270K +$31.3K +398 +13%
EWA
1638
ERTS Wealth Advisors
Michigan
$269K +$1.42K +18 +0.5%
MFG
1639
Mosaic Financial Group
Illinois
$269K -$56.3K -716 -17%
GIA
1640
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
GTAM
1641
Global Trust Asset Management
Florida
$268K +$20.3K +258 +8%
AB
1642
Atlas Brown
Kentucky
$267K +$1.5K +19 +0.6%
HWMG
1643
Hurlow Wealth Management Group
Indiana
$266K -$866 -11 -0.3%
FNWA
1644
Financial Network Wealth Advisors
Utah
$266K +$9.61K +122 +4%
BBW
1645
Blue Barn Wealth
Utah
$266K +$24K +305 +10%
NAS
1646
Nicolet Advisory Services
Wisconsin
$265K +$38.4K +498 +17%
ESB
1647
Essex Savings Bank
Connecticut
$264K +$8.03K +102 +3%
IF
1648
Insight Folios
North Carolina
$264K +$12.8K +163 +5%
MAWA
1649
Moss Adams Wealth Advisors
Washington
$264K +$23.6K +298 +10%
WFS
1650
Widmann Financial Services
Maryland
$264K +$9.52K +121 +4%
64 65
66
67 68