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 %
MWM
1751
Modera Wealth Management
New Jersey
$206K -$24.4K -310 -11%
FWM
1752
Forza Wealth Management
Florida
$205K +$205K +2,606 New
PPC
1753
Park Place Capital
Alabama
$205K -$43.8K -557 -18%
GF
1754
Gries Financial
Ohio
$204K -$63.4K -805 -24%
DAM
1755
Delta Asset Management
Tennessee
$204K -$11.8K -150 -5%
BCA
1756
Bay Colony Advisors
Massachusetts
$204K -$4.57K -58 -2%
SCM
1757
Saxony Capital Management
Missouri
$203K -$787 -10 -0.4%
EI
1758
Ellevest Inc
New York
$203K -$202K -2,564 -50%
OAJ
1759
Ogorek Anthony Joseph
New York
$203K -$13.1K -167 -6%
CWM
1760
Connecticut Wealth Management
Connecticut
$202K -$174K -2,211 -46%
BA
1761
Brightwater Advisory
Florida
$201K +$201K +2,557 New
WCM
1762
Wedge Capital Management
North Carolina
$201K -$28.9K -367 -13%
FMWA
1763
Forvis Mazars Wealth Advisors
Missouri
$201K -$8.5K -108 -4%
CC
1764
Chicago Capital
Illinois
$201K +$201K +2,548 New
AFP
1765
Alpha Financial Partners
Kentucky
$200K +$200K +2,547 New
LAI
1766
Legal Advantage Investments
California
$200K – – –
JWCA
1767
J.W. Coons Advisors
Ohio
$200K – – –
FCA
1768
FinTrust Capital Advisors
South Carolina
$199K +$3.78K +48 +2%
FMB
1769
Field & Main Bank
Kentucky
$186K -$69.5K -883 -27%
DWS
1770
Dynamic Wealth Strategies
California
$183K -$157 -2 -0.1%
IFAM
1771
Institutional & Family Asset Management
Colorado
$181K +$70.7K +898 +64%
CAS
1772
Coppell Advisory Solutions
Texas
$181K +$181K +2,297 New
TWP
1773
Triad Wealth Partners
Kansas
$180K +$180K +2,290 New
SOS
1774
Silver Oak Securities
Tennessee
$176K -$20.2K -257 -10%
PP
1775
Pacifica Partners
Canada
$174K – – –
69 70
71
72 73