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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 %
LAM
1701
LifePro Asset Management
California
$235K +$1.02K +13 +0.4%
SSWM
1702
Strait & Sound Wealth Management
California
$234K -$48.8K -620 -17%
BMC
1703
Beaton Management Company
Massachusetts
$234K +$15K +190 +7%
EB
1704
Exchange Bank
California
$232K – – –
FCFC
1705
First Citizens Financial Corp
Iowa
$232K – – –
HCP
1706
Hardin Capital Partners
South Carolina
$231K +$231K +2,929 New
B
1707
Bailard
California
$230K -$6.18M -78,502 -96%
TAM
1708
TCP Asset Management
Ohio
$230K – – –
CFO
1709
Callan Family Office
Pennsylvania
$229K +$229K +2,915 New
RWM
1710
Revisor Wealth Management
Ohio
$229K -$177K -2,246 -44%
CCA
1711
Childress Capital Advisors
Texas
$229K +$229K +2,911 New
CAAS
1712
Capital Asset Advisory Services
Michigan
$228K -$19.5K -254 -8%
HJIM
1713
Henry James International Management
New York
$228K – – –
BWP
1714
Barlow Wealth Partners
Kentucky
$226K – – –
AIS
1715
American Investment Services
Massachusetts
$226K – – –
MSFP
1716
Mark Sheptoff Financial Planning
Connecticut
$225K -$7.87K -100 -3%
ZIG
1717
Zullo Investment Group
Pennsylvania
$224K -$18.6K -236 -8%
GSB
1718
Greenfield Savings Bank
Massachusetts
$223K +$223K +2,836 New
FBT
1719
First Bank & Trust
South Dakota
$223K -$549K -6,970 -71%
MFG
1720
MidWestOne Financial Group
Iowa
$223K +$4.72K +60 +2%
CCP
1721
Carmel Capital Partners
California
$223K +$25K +317 +13%
PCM
1722
Perritt Capital Management
Illinois
$222K +$13.5K +172 +6%
MBT
1723
Montecito Bank & Trust
California
$222K +$787 +10 +0.4%
RPCONE
1724
Retirement Planning Company of New England
Rhode Island
$221K +$8.27K +105 +4%
ONST
1725
Old North State Trust
North Carolina
$221K -$315 -4 -0.1%
67 68
69
70 71