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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 %
CWP
1851
Concord Wealth Partners
Virginia
$152K -$170K -1,956 -53%
NIMI
1852
Natixis Investment Managers International
France
$146K – – –
QC
1853
Quent Capital
New York
$146K +$10.9K +125 +8%
IBOK
1854
Independence Bank of Kentucky
Kentucky
$145K +$13.1K +150 +10%
ADL
1855
Asset Dedication LLC
California
$140K -$5.61K -65 -4%
CBT
1856
Central Bank & Trust
Kentucky
$137K -$497K -5,706 -78%
HWM
1857
HighMark Wealth Management
Minnesota
$135K +$1.05K +12 +0.8%
ST
1858
Smithfield Trust
Pennsylvania
$129K +$866 +10 +0.7%
CA
1859
Crewe Advisors
Utah
$129K +$129K +1,479 New
IFAM
1860
Institutional & Family Asset Management
Colorado
$123K -$7.15K -82 -6%
AAG
1861
Armstrong Advisory Group
Massachusetts
$123K – – –
HBT
1862
Hills Bank & Trust
Iowa
$121K +$121K +1,386 New
BLC
1863
Brown, Lisle/Cummings
Rhode Island
$121K – – –
NCTC
1864
New Covenant Trust Company
Indiana
$117K +$117K +1,348 New
NECFA
1865
New England Capital Financial Advisors
Connecticut
$113K +$174 +2 +0.2%
VAMG
1866
Voisard Asset Management Group
Michigan
$106K +$101K +1,155 +1,958%
FCAS
1867
First Command Advisory Services
Texas
$102K +$6.18K +85 +6%
PMFA
1868
Plante Moran Financial Advisors
Michigan
$101K -$2.7K -31 -3%
NBT
1869
Northwest Bank & Trust
Iowa
$100K – – –
APW
1870
Acima Private Wealth
Virginia
$98K – – –
VAG
1871
VisionPoint Advisory Group
Texas
$94.6K +$349 +4 +0.4%
MA
1872
MCF Advisors
Kentucky
$94.2K +$961 +11 +1%
AF
1873
Arrow Financial
New York
$91K -$2.79K -32 -3%
CPG
1874
Custom Portfolio Group
Colorado
$90.7K – – –
S
1875
Sachetta
Massachusetts
$90.4K – – –
73 74
75
76 77