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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 %
MAWA
1701
Moss Adams Wealth Advisors
Washington
$266K +$266K +3,027 New
SFB
1702
STAR Financial Bank
Indiana
$265K – – –
PCA
1703
Prosperity Capital Advisors
Ohio
$261K +$261K +2,994 New
ACGA
1704
Atlanta Consulting Group Advisors
Georgia
$260K +$260K +2,983 New
VAS
1705
Vestmark Advisory Solutions
Massachusetts
$259K +$259K +2,976 New
LAM
1706
LifePro Asset Management
California
$259K -$7.67K -88 -3%
FL
1707
Fort LP
Maryland
$258K -$23.8K -273 -8%
MSFP
1708
Mark Sheptoff Financial Planning
Connecticut
$258K +$4.36K +50 +2%
FA
1709
Forefront Analytics
Pennsylvania
$257K +$45K +516 +21%
EB
1710
Exchange Bank
California
$257K -$14.9K -171 -5%
FCFC
1711
First Citizens Financial Corp
Iowa
$257K -$103K -1,184 -29%
HC
1712
Hendley & Co
Ohio
$256K – – –
MG
1713
Mather Group
Illinois
$256K +$1.15K +14 +0.5%
LSA
1714
Lion Street Advisors
Texas
$256K – – –
MWM
1715
Modera Wealth Management
New Jersey
$255K -$18K -206 -7%
TAM
1716
TCP Asset Management
Ohio
$255K – – –
WIM
1717
WealthPlan Investment Management
Nebraska
$255K -$18.2K -209 -7%
WCM
1718
Wedge Capital Management
North Carolina
$254K +$12.1K +139 +5%
WBCM
1719
Wilson & Boucher Capital Management
California
$254K – – –
MFG
1720
Magnus Financial Group
New York
$254K -$697 -8 -0.3%
AGA
1721
Arkos Global Advisors
Texas
$253K +$253K +2,906 New
HJIM
1722
Henry James International Management
New York
$253K +$349 +4 +0.1%
KHCM
1723
Kirtland Hills Capital Management
Ohio
$251K +$251K +3,077 New
Acadian Asset Management
1724
Acadian Asset Management
Massachusetts
$250K -$2.18M -25,029 -90%
AIS
1725
American Investment Services
Massachusetts
$250K – – –
67 68
69
70 71