MDT icon

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 %
TWP
1726
Tempus Wealth Planning
California
$219K +$219K +2,786 New
AA
1727
Addison Advisors
Vermont
$218K +$23K +292 +12%
WIM
1728
WealthPlan Investment Management
Nebraska
$217K -$12.4K -158 -5%
WWM
1729
Waterway Wealth Management
Texas
$217K +$9.92K +126 +5%
KFGK
1730
Keystone Financial Group (Kentucky)
Kentucky
$216K +$21.3K +270 +11%
ACM
1731
Allred Capital Management
Texas
$216K -$33.6K -427 -13%
SLG
1732
Stanley-Laman Group
Pennsylvania
$215K +$10.3K +131 +5%
WLIM
1733
White Lighthouse Investment Management
Massachusetts
$214K – – –
VFPI
1734
Vantage Financial Partners (Illinois)
Illinois
$213K +$3.94K +50 +2%
FFA
1735
Founders Financial Alliance
North Carolina
$211K -$630 -8 -0.3%
NG
1736
Northstar Group
New York
$210K +$7.48K +95 +4%
SIS
1737
Sound Income Strategies
Florida
$210K -$6.61K -84 -3%
SMA
1738
Sage Mountain Advisors
Georgia
$210K +$210K +2,669 New
SRA
1739
Secured Retirement Advisors
Minnesota
$209K +$2.52K +32 +1%
FCG
1740
Fielder Capital Group
Tennessee
$209K -$4.41K -56 -2%
OFS
1741
OneAscent Financial Services
Alabama
$209K +$22.9K +292 +12%
AG
1742
AlTi Global
New York
$209K -$60.4K -760 -22%
BBA
1743
BLB&B Advisors
Pennsylvania
$208K – – –
FA
1744
FDx Advisors
Illinois
$208K -$63.9K -812 -24%
AR
1745
Apeiron RIA
Texas
$208K -$14.9K -189 -7%
MWA
1746
Mills Wealth Advisors
Texas
$208K +$11.2K +142 +6%
AT
1747
Arden Trust
Delaware
$207K -$11.3K -144 -5%
HR
1748
Hardy Reed
Mississippi
$207K +$207K +2,627 New
CC
1749
Callan Capital
California
$207K +$21.8K +277 +12%
PJWM
1750
Philip James Wealth Mangement
Georgia
$206K +$2.99K +38 +1%
68 69
70
71 72