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 %
SIC
1801
Salem Investment Counselors
North Carolina
$121K -$35.5K -447 -23%
QL
1802
Quarry LP
New York
$118K +$118K +1,503 New
BAM
1803
Byrne Asset Management
New Jersey
$113K -$34.1K -430 -23%
JGIA
1804
Jackson Grant Investment Advisers
Connecticut
$113K -$24.4K -310 -18%
CA
1805
Crewe Advisors
Utah
$111K -$5.9K -75 -5%
ST
1806
Smithfield Trust
Pennsylvania
$108K -$8.95K -114 -8%
AAG
1807
Armstrong Advisory Group
Massachusetts
$105K -$11.6K -148 -10%
NECFA
1808
New England Capital Financial Advisors
Connecticut
$102K +$79 +1 +0.1%
BLC
1809
Brown, Lisle/Cummings
Rhode Island
$101K -$7.87K -100 -7%
NBT
1810
Northwest Bank & Trust
Iowa
$98.4K – – –
VCM
1811
Versant Capital Management
Arizona
$94.9K +$93K +1,182 +4,925%
EC
1812
EdgeRock Capital
Colorado
$94.3K +$94.3K +1,198 New
OC
1813
Oakworth Capital
Alabama
$94.1K -$57.4K -729 -38%
PMFA
1814
Plante Moran Financial Advisors
Michigan
$94K +$2.36K +30 +3%
YDMI
1815
Y.D. More Investments
Israel
$92.8K +$86.9K +1,104 +1,472%
CWM
1816
Cranbrook Wealth Management
Michigan
$90.5K +$90.5K +1,150 New
CBT
1817
Central Bank & Trust
Kentucky
$90K -$33.5K -425 -27%
S
1818
Sachetta
Massachusetts
$89.9K +$1.54K +19 +2%
AAP
1819
Arax Advisory Partners
Colorado
$89.5K +$31.6K +401 +54%
FCAS
1820
First Command Advisory Services
Texas
$89.3K -$20.8K -264 -19%
APW
1821
Acima Private Wealth
Virginia
$88.5K – – –
CPG
1822
Custom Portfolio Group
Colorado
$82.8K +$873 +11 +1%
HC
1823
Hoese & Co
Minnesota
$82.3K +$1.63K +20 +2%
VAG
1824
VisionPoint Advisory Group
Texas
$81.2K -$4.25K -54 -5%
LWCFA
1825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81.2K -$1.25K -16 -2%
71 72
73
74 75