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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 %
WR
1776
WD Rutherford
Oregon
$174K -$72.8K -925 -30%
CWM
1777
CarsonAllaria Wealth Management
Illinois
$173K -$9.45K -120 -5%
KLWA
1778
Kelly Lawrence W & Associates
California
$169K – – –
CPBTD
1779
Central Pacific Bank - Trust Division
Hawaii
$165K – – –
TF
1780
Tompkins Financial
New York
$162K -$1.26K -16 -0.8%
Loomis, Sayles & Company
1781
Loomis, Sayles & Company
Massachusetts
$161K -$8.99K -114 -5%
SIS
1782
Strategic Investment Solutions
Illinois
$159K +$159K +1,962 New
BONH
1783
Bank of New Hampshire
New Hampshire
$156K – – –
APC
1784
Aspire Private Capital
North Carolina
$155K +$16.1K +205 +12%
SCM
1785
Silvant Capital Management
Georgia
$153K – – –
Optiver Holding
1786
Optiver Holding
Netherlands
$149K +$149K +1,898 New
VAMG
1787
Voisard Asset Management Group
Michigan
$149K +$53.5K +680 +56%
CA
1788
Centerpoint Advisors
Massachusetts
$148K – – –
BGAI
1789
Bruce G. Allen Investments
Colorado
$145K -$236 -3 -0.2%
QC
1790
Quent Capital
New York
$140K +$7.95K +101 +6%
FPFS
1791
First Personal Financial Services
North Carolina
$135K -$26.2K -333 -16%
NIMI
1792
Natixis Investment Managers International
France
$132K – – –
LOIP
1793
Live Oak Investment Partners
Texas
$132K – – –
ADL
1794
Asset Dedication LLC
California
$131K +$3.15K +40 +2%
BWL
1795
Bogart Wealth LLC
Virginia
$130K -$5.15M -65,493 -98%
TFM
1796
TFC Financial Management
Massachusetts
$129K -$7.79K -99 -6%
IBOK
1797
Independence Bank of Kentucky
Kentucky
$129K -$2.36K -30 -2%
EBA
1798
Eagle Bay Advisors
New York
$128K +$76.1K +958 +146%
HWM
1799
HighMark Wealth Management
Minnesota
$123K +$1.1K +14 +0.9%
MA
1800
MCF Advisors
Kentucky
$121K +$36.1K +456 +42%
70 71
72
73 74