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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 %
AF
1826
Arrow Financial
New York
$79K -$3.15K -40 -4%
CTB
1827
Country Trust Bank
Illinois
$77.2K +$70.2K +892 +1,002%
CTC
1828
Cetera Trust Company
Minnesota
$76.7K – – –
CT
1829
Clearstead Trust
Maine
$76.5K -$61.7K -784 -45%
GJIA
1830
Glass Jacobson Investment Advisors
Maryland
$74.9K – – –
OIA
1831
Optimum Investment Advisors
Illinois
$74.8K – – –
KFI
1832
Key Financial Inc
Pennsylvania
$73.3K – – –
M
1833
MOTCO
Texas
$71.9K +$18.1K +230 +34%
SR
1834
Syntax Research
Florida
$71.7K -$403K -5,122 -85%
TC
1835
Trust Company
Kansas
$71.4K -$79 -1 -0.1%
WWP
1836
WR Wealth Planners
Missouri
$70.1K +$9.21K +117 +15%
JWA
1837
JFS Wealth Advisors
Pennsylvania
$70K +$1.1K +14 +2%
AT
1838
Arlington Trust
Alabama
$67.9K +$2.83K +36 +4%
HI
1839
Hoey Investments
Pennsylvania
$67.8K -$210K -2,674 -76%
RAM
1840
Ramirez Asset Management
New York
$66.9K – – –
TFF
1841
The Family Firm
Maryland
$66.2K +$66.2K +841 New
SAM
1842
S.A. Mason
Michigan
$64.4K +$1.97K +25 +3%
GKIM
1843
GW&K Investment Management
Massachusetts
$64K +$10.2K +129 +19%
BL
1844
BFSG LLC
California
$63.8K -$1.42K -18 -2%
SC
1845
SouthState Corp
Florida
$62.6K +$4.72K +60 +8%
AP
1846
Atwood & Palmer
Missouri
$61K – – –
BIA
1847
Bell Investment Advisors
California
$60.7K +$5.59K +71 +10%
FRA
1848
Front Row Advisors
California
$60.1K – – –
PSB
1849
Piscataqua Savings Bank
New Hampshire
$59.4K -$866 -11 -1%
RA
1850
Rise Advisors
New York
$58.1K +$4.33K +55 +8%
72 73
74
75 76