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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 %
EB
1676
Emprise Bank
Kansas
$246K -$41.7K -530 -15%
QPWM
1677
Quadrant Private Wealth Management
Pennsylvania
$246K +$3.89K +49 +2%
KWM
1678
KFG Wealth Management
Indiana
$246K -$7.64K -97 -3%
OCM
1679
One Capital Management
California
$245K +$245K +3,116 New
SS
1680
Sunbelt Securities
Texas
$244K -$1.73K -22 -0.7%
HCP
1681
Hexagon Capital Partners
Arkansas
$244K +$19.2K +244 +9%
RCWM
1682
Royal Capital Wealth Management
Indiana
$244K -$57.1K -726 -19%
APW
1683
Austin Private Wealth
Texas
$244K +$24.8K +315 +11%
BSHC
1684
Breed's Hill Capital
Massachusetts
$244K -$7.24K -92 -3%
UB
1685
Umpqua Bank
Oregon
$244K +$3.07K +39 +1%
SFM
1686
Signet Financial Management
New Jersey
$244K -$1.89K -24 -0.8%
KHCM
1687
Kirtland Hills Capital Management
Ohio
$242K – – –
AG
1688
Algert Global
California
$241K -$11.6K -147 -5%
VAS
1689
Vestmark Advisory Solutions
Massachusetts
$241K +$6.69K +85 +3%
SSWM
1690
Sheets Smith Wealth Management
North Carolina
$240K – – –
DPIM
1691
Duff & Phelps Investment Management
Illinois
$239K -$968K -12,298 -80%
EP
1692
Edgestream Partners
New Jersey
$239K +$239K +3,032 New
CPA
1693
Capital Planning Advisors
California
$238K -$6.69K -85 -3%
BTC
1694
Bank & Trust Company
Illinois
$237K +$237K +3,008 New
WBC
1695
Westpac Banking Corp
Australia
$236K +$236K +3,002 New
CPIA
1696
Cornell Pochily Investment Advisors
New York
$236K -$22K -280 -9%
CIA
1697
Cape Investment Advisory
Georgia
$236K -$19.3K -245 -8%
SFS
1698
Summit Financial Strategies
Ohio
$235K -$22.4K -285 -9%
PA
1699
PFG Advisors
Arizona
$235K +$18.3K +232 +8%
ACGA
1700
Atlanta Consulting Group Advisors
Georgia
$235K – – –
66 67
68
69 70