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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 %
CWM
1826
CarsonAllaria Wealth Management
Illinois
$201K -$18.1K -208 -8%
MFGP
1827
Marshall Financial Group (Pennsylvania)
Pennsylvania
$201K +$201K +2,310 New
LRIA
1828
Leonard Rickey Investment Advisors
Washington
$201K +$201K +2,309 New
BTWM
1829
Brass Tax Wealth Management
Ohio
$200K +$200K +2,300 New
CBT
1830
CoreFirst Bank & Trust
Kansas
$199K -$15.1K -173 -7%
OCM
1831
Orion Capital Management
California
$190K -$66.2K -760 -26%
Loomis, Sayles & Company
1832
Loomis, Sayles & Company
Massachusetts
$188K +$11.2K +128 +6%
KLWA
1833
Kelly Lawrence W & Associates
California
$187K – – –
PP
1834
Pacifica Partners
Canada
$187K – – –
CPBTD
1835
Central Pacific Bank - Trust Division
Hawaii
$183K +$183K +2,100 New
TF
1836
Tompkins Financial
New York
$180K +$6.8K +78 +4%
FPFS
1837
First Personal Financial Services
North Carolina
$178K -$15.3K -175 -8%
BC
1838
Belmont Capital
California
$174K – – –
BONH
1839
Bank of New Hampshire
New Hampshire
$173K – – –
SIC
1840
Salem Investment Counselors
North Carolina
$173K -$3.78K -43 -2%
SCM
1841
Silvant Capital Management
Georgia
$170K – – –
OC
1842
Oakworth Capital
Alabama
$168K +$40.8K +468 +32%
CA
1843
Centerpoint Advisors
Massachusetts
$163K – – –
BAM
1844
Byrne Asset Management
New Jersey
$162K +$2.62K +30 +2%
BGAI
1845
Bruce G. Allen Investments
Colorado
$161K +$697 +8 +0.4%
APC
1846
Aspire Private Capital
North Carolina
$154K +$13.7K +157 +10%
CT
1847
Clearstead Trust
Maine
$153K +$47K +539 +44%
JGIA
1848
Jackson Grant Investment Advisers
Connecticut
$152K +$436 +5 +0.3%
FFWM
1849
Future Financial Wealth Management
Ohio
$152K +$152K +1,745 New
TFM
1850
TFC Financial Management
Massachusetts
$152K +$610 +7 +0.4%
72 73
74
75 76