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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 %
AF
1676
Affiance Financial
Minnesota
$277K -$107K -1,231 -28%
SSW
1677
Smith Shellnut Wilson
Mississippi
$276K – – –
ACM
1678
Allred Capital Management
Texas
$276K -$13.2K -152 -5%
PPC
1679
Park Place Capital
Alabama
$275K -$318K -3,653 -54%
SPWG
1680
Sage Private Wealth Group
Illinois
$275K +$53.9K +618 +24%
GWANC
1681
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K +$27K +310 +11%
WTA
1682
Washington Trust Advisors
Massachusetts
$275K +$140K +1,608 +104%
GTAM
1683
Global Trust Asset Management
Florida
$274K +$123K +1,409 +81%
WR
1684
WD Rutherford
Oregon
$273K +$273K +3,130 New
CAAS
1685
Capital Asset Advisory Services
Michigan
$273K -$91.4K -1,081 -25%
SS
1686
Sunbelt Securities
Texas
$273K +$151K +1,737 +125%
SFM
1687
Signet Financial Management
New Jersey
$272K +$13.7K +157 +5%
CPA
1688
Capital Planning Advisors
California
$271K -$1.66K -19 -0.6%
WIA
1689
Wetzel Investment Advisors
Indiana
$271K -$158 -2 -0.1%
UAG
1690
United Advisor Group
Ohio
$271K +$271K +3,104 New
PJSIMP
1691
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K -$5.93K -68 -2%
ZIG
1692
Zullo Investment Group
Pennsylvania
$269K +$2K +23 +0.8%
EWM
1693
Evermay Wealth Management
Virginia
$269K +$7.64K +87 +3%
BBW
1694
Blue Barn Wealth
Utah
$268K -$147K -1,682 -35%
GIA
1695
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
ESB
1696
Essex Savings Bank
Connecticut
$268K – – –
QPWM
1697
Quadrant Private Wealth Management
Pennsylvania
$268K -$7.99K -91 -3%
UB
1698
Umpqua Bank
Oregon
$267K +$267K +3,058 New
SSWM
1699
Sheets Smith Wealth Management
North Carolina
$266K +$5.06K +58 +2%
CWM
1700
Centurion Wealth Management
Virginia
$266K +$6.97K +80 +3%
66 67
68
69 70