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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 %
AG
1651
Ascent Group
Virginia
$292K +$43.3K +497 +17%
CPIG
1652
Chicago Partners Investment Group
Illinois
$292K +$6.91K +85 +2%
DCBT
1653
Dakota Community Bank & Trust
North Dakota
$288K +$45.8K +525 +19%
HAM
1654
Harmony Asset Management
Arizona
$288K +$6.54K +75 +2%
WFI
1655
West Family Investments
California
$288K +$288K +3,300 New
MSWM
1656
McGlone Suttner Wealth Management
Wisconsin
$287K +$12.3K +141 +4%
CPIA
1657
Cornell Pochily Investment Advisors
New York
$286K -$109K -1,252 -28%
SFS
1658
Summit Financial Strategies
Ohio
$286K -$32.3K -371 -10%
JWBC
1659
J.W. Burns & Co
New York
$286K +$42.4K +486 +17%
EFSCE
1660
Enterprise Financial Services Corp (EFSC)
Missouri
$285K -$137K -1,575 -33%
FNWA
1661
Financial Network Wealth Advisors
Utah
$284K -$10.5K -120 -4%
SG
1662
Sienna Gestion
France
$284K +$284K +3,258 New
OIS
1663
Okabena Investment Services
Minnesota
$283K – – –
FMB
1664
Field & Main Bank
Kentucky
$283K -$104K -1,192 -27%
KAS
1665
KPP Advisory Services
Kentucky
$283K -$45.1K -517 -14%
CIA
1666
Cape Investment Advisory
Georgia
$282K +$3.57K +41 +1%
WFS
1667
Widmann Financial Services
Maryland
$281K -$6.1K -70 -2%
KWM
1668
KFG Wealth Management
Indiana
$280K +$21K +241 +8%
AG
1669
Algert Global
California
$279K +$279K +3,204 New
SFO
1670
Stokes Family Office
Louisiana
$279K – – –
IF
1671
Insight Folios
North Carolina
$278K +$87 +1 +0%
BSHC
1672
Breed's Hill Capital
Massachusetts
$278K – – –
CAL
1673
Capital Advisors Ltd
Ohio
$278K +$6.18K +71 +2%
PIM
1674
Profit Investment Management
Maryland
$277K – – –
IWP
1675
Innova Wealth Partners
Pennsylvania
$277K – – –
65 66
67
68 69