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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 %
IWP
1651
Innova Wealth Partners
Pennsylvania
$263K +$13K +165 +5%
SFO
1652
Stokes Family Office
Louisiana
$261K +$9.52K +121 +4%
HWA
1653
HHM Wealth Advisors
Tennessee
$261K +$72.8K +925 +39%
MSWM
1654
McGlone Suttner Wealth Management
Wisconsin
$260K -$11.6K -141 -4%
CFA
1655
Cahill Financial Advisors
Minnesota
$259K -$7.08K -90 -3%
WC
1656
Wynn Capital
Georgia
$258K +$33.9K +431 +15%
MFG
1657
Magnus Financial Group
New York
$258K +$29K +369 +13%
WWS
1658
Wellington Wealth Strategies
Indiana
$257K +$257K +3,269 New
SLWA
1659
San Luis Wealth Advisors
California
$257K +$257K +3,270 New
EI
1660
EDMP Inc
Florida
$256K +$256K +3,254 New
OIS
1661
Okabena Investment Services
Minnesota
$256K – – –
JWS
1662
Juncture Wealth Strategies
Arizona
$254K +$254K +3,233 New
OL
1663
Optas LLC
Texas
$251K -$173K -2,193 -41%
AWM
1664
Aries Wealth Management
Maine
$250K -$15.3K -195 -6%
GWANC
1665
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K +$2.13K +27 +0.9%
FL
1666
Fort LP
Maryland
$250K +$17.4K +221 +7%
PIM
1667
Profit Investment Management
Maryland
$250K – – –
CAL
1668
Capital Advisors Ltd
Ohio
$250K -$1.26K -16 -0.5%
AF
1669
Affiance Financial
Minnesota
$250K – – –
BDFN
1670
Bond & Devick Financial Network
Minnesota
$250K -$190K -2,411 -43%
EWM
1671
Evermay Wealth Management
Virginia
$249K +$6.35K +80 +3%
SSW
1672
Smith Shellnut Wilson
Mississippi
$249K – – –
SQA
1673
Simon Quick Advisors
New Jersey
$249K +$51.4K +653 +26%
HCM
1674
Hillman Capital Management
Maryland
$249K -$26.1K -331 -9%
WTA
1675
Washington Trust Advisors
Massachusetts
$248K – – –
65 66
67
68 69