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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 %
IIM
1801
Ipswich Investment Management
Massachusetts
$211K -$21.4K -245 -9%
CIP
1802
Convergence Investment Partners
Florida
$211K -$873 -10 -0.4%
CA
1803
Crane Advisory
California
$210K -$31K -369 -13%
HI
1804
Hudock Inc
Pennsylvania
$209K +$209K +2,398 New
TWP
1805
Tyche Wealth Partners
Texas
$208K -$255K -2,927 -55%
HWA
1806
HHM Wealth Advisors
Tennessee
$208K -$5.67K -65 -3%
SC
1807
Sapient Capital
Indiana
$208K -$16.6K -189 -7%
AMIM
1808
Aull & Monroe Investment Management
Alabama
$208K +$208K +2,385 New
RZH
1809
Relyea Zuckerberg Hanson
Connecticut
$208K +$208K +2,381 New
PP
1810
PDS Planning
Ohio
$207K +$207K +2,380 New
HFAS
1811
Hummer Financial Advisory Services
Illinois
$207K +$207K +2,357 New
PSFG
1812
Prairie Sky Financial Group
Illinois
$207K +$207K +2,374 New
LB
1813
Legacy Bridge
Iowa
$206K – – –
OFS
1814
OneAscent Financial Services
Alabama
$206K -$5.83K -67 -3%
FWM
1815
FFT Wealth Management
Pennsylvania
$205K +$205K +2,351 New
CC
1816
Callan Capital
California
$205K +$205K +2,349 New
SEEDPG
1817
S.E.E.D. Planning Group
New York
$204K -$17.3K -199 -8%
SM
1818
Sensible Money
Arizona
$203K +$203K +2,330 New
WW
1819
Westshore Wealth
California
$203K +$203K +2,330 New
DWS
1820
Dynamic Wealth Strategies
California
$203K +$5.48K +63 +3%
PWMAG
1821
Pinnacle Wealth Management Advisory Group
New Jersey
$203K -$49.6K -569 -20%
HT
1822
Heritage Trust
Oklahoma
$203K +$203K +2,326 New
KIC
1823
Keating Investment Counselors
Florida
$203K -$17.4K -200 -8%
IA
1824
IAM Advisory
Pennsylvania
$202K +$202K +2,322 New
WAM
1825
Weatherly Asset Management
California
$202K -$44.8K -510 -18%
71 72
73
74 75