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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 %
FWCM
1751
Ferguson Wellman Capital Management
Oregon
$237K -$35.6K -408 -13%
WLIM
1752
White Lighthouse Investment Management
Massachusetts
$237K – – –
FCG
1753
Fielder Capital Group
Tennessee
$236K -$1.66K -19 -0.7%
FB
1754
First Bancorp
Maine
$236K -$13.8K -158 -6%
RPCONE
1755
Retirement Planning Company of New England
Rhode Island
$236K -$15K -172 -6%
AWAG
1756
ARS Wealth Advisors Group
Florida
$235K -$128K -1,471 -35%
PMAM
1757
Penn Mutual Asset Management
Pennsylvania
$235K – – –
FFA
1758
Founders Financial Alliance
North Carolina
$234K -$1.74K -20 -0.7%
CRC
1759
Curi RMB Capital
Illinois
$234K -$15.2K -174 -6%
FMWA
1760
Forvis Mazars Wealth Advisors
Missouri
$232K +$14.5K +166 +7%
VFPI
1761
Vantage Financial Partners (Illinois)
Illinois
$231K -$56.2K -645 -20%
PCM
1762
Perritt Capital Management
Illinois
$231K – – –
BBA
1763
BLB&B Advisors
Pennsylvania
$231K -$86.4K -992 -27%
HIC
1764
Hartline Investment Corp
Illinois
$231K -$412K -4,728 -64%
BCA
1765
Bay Colony Advisors
Massachusetts
$231K -$7.06K -81 -3%
FFM
1766
Fullerton Fund Management
Singapore
$230K +$230K +2,641 New
WWM
1767
Waterway Wealth Management
Texas
$229K +$229K +2,633 New
SRA
1768
Secured Retirement Advisors
Minnesota
$229K – – –
CIA
1769
Choate Investment Advisors
Massachusetts
$229K -$8.37K -96 -4%
PTC
1770
Petrus Trust Company
Texas
$228K -$211K -2,426 -48%
RWM
1771
Rockline Wealth Management
New York
$227K -$3.31K -38 -1%
BWP
1772
Barlow Wealth Partners
Kentucky
$227K – – –
SLG
1773
Stanley-Laman Group
Pennsylvania
$226K – – –
AL
1774
Aspiriant LLC
California
$226K -$33.1K -380 -13%
SCM
1775
Saxony Capital Management
Missouri
$226K +$5.93K +68 +3%
69 70
71
72 73