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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 %
PA
1851
PSI Advisors
Florida
$57.3K -$2.04K -26 -3%
DF
1852
Dunhill Financial
United Kingdom
$55.8K +$18.1K +230 +48%
BCMLT
1853
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.3K +$19.9K +253 +56%
AFIA
1854
America First Investment Advisors
Nebraska
$54.7K – – –
W
1855
WealthCollab
Washington
$53K -$9.68K -123 -15%
RS
1856
Rakuten Securities
Japan
$52.2K +$11.3K +143 +28%
KFS
1857
Kelly Financial Services
Massachusetts
$51.9K +$157 +2 +0.3%
CP
1858
Castleview Partners
Texas
$50.9K +$1.42K +18 +3%
AEPWM
1859
Atlantic Edge Private Wealth Management
Florida
$49.4K – – –
TAM
1860
Tucker Asset Management
Colorado
$48.8K +$551 +7 +1%
FFA
1861
Frazier Financial Advisors
Ohio
$48.5K +$315 +4 +0.7%
CIR
1862
Clear Investment Research
Georgia
$47.2K – – –
MHR
1863
Matthew Hamilton Rosenberg
$46.9K – – –
CTA
1864
Colonial Trust Advisors
South Carolina
$46.5K -$5.19K -66 -10%
OA
1865
Operose Advisors
Wisconsin
$46.4K – – –
OW
1866
Olistico Wealth
Oklahoma
$44.9K +$44.9K +571 New
OWA
1867
Opal Wealth Advisors
New York
$43K +$43K +546 New
GG
1868
Gleason Group
Kentucky
$42K +$42K +533 New
CB
1869
Centennial Bank
Arkansas
$40.5K -$3.38K -43 -8%
HCM
1870
Hollencrest Capital Management
California
$40.3K -$4.96K -63 -11%
HBW
1871
Hazlett, Burt & Watson
West Virginia
$40K -$15.6K -199 -28%
MTIC
1872
Missouri Trust & Investment Company
Missouri
$39.7K – – –
PP
1873
Pingora Partners
Wyoming
$39.4K – – –
DWA
1874
Dougherty Wealth Advisers
Minnesota
$39.4K – – –
HWP
1875
Highline Wealth Partners
California
$38.8K -$7.16K -91 -16%
73 74
75
76 77