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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 %
USB
1901
Union Savings Bank
Connecticut
$25.6K -$32.7K -416 -56%
DWA
1902
Delos Wealth Advisors
Texas
$24.4K – – –
HGERS
1903
Householder Group Estate & Retirement Specialist
Arizona
$24K +$2.44K +31 +11%
BFPW
1904
BOK Financial Private Wealth
Colorado
$23.8K +$20.1K +255 +543%
PCWA
1905
Pacific Capital Wealth Advisors
California
$23.2K +$20.9K +265 +883%
GCM
1906
Gables Capital Management
Florida
$22.7K – – –
SL
1907
Salomon & Ludwin
Virginia
$22K -$15.7K -200 -42%
ETS
1908
ESL Trust Services
New York
$20.8K +$5.04K +64 +32%
AWM
1909
Abound Wealth Management
Tennessee
$20.3K – – –
SIC
1910
SJS Investment Consulting
Ohio
$20.2K – – –
RFG
1911
RFP Financial Group
Georgia
$18.9K -$472 -6 -2%
JAM
1912
JCIC Asset Management
Ontario, Canada
$18.5K – – –
AFWM
1913
Abich Financial Wealth Management
Virginia
$18.3K +$18.3K +232 New
FGA
1914
Fortis Group Advisors
New Jersey
$18.1K – – –
CPG
1915
Cornerstone Planning Group
New Jersey
$17.8K -$3.2K -40 -15%
TCM
1916
Tradewinds Capital Management
Washington
$17.6K +$866 +11 +5%
TCA
1917
Trifecta Capital Advisors
Illinois
$17.1K – – –
CJL
1918
Cyrus J. Lawrence
New York
$17K -$1.04M -13,457 -98%
DFA
1919
DHJJ Financial Advisors
Illinois
$16.9K – – –
LAM
1920
Lummis Asset Management
Texas
$16.8K – – –
KWAG
1921
Kiely Wealth Advisory Group
North Carolina
$16.4K – – –
HFS
1922
HBC Financial Services
Washington
$16K +$76 +1 +0.5%
SWA
1923
SOA Wealth Advisors
New York
$16K -$236 -3 -1%
HWA
1924
Heritage Wealth Advisors
Virginia
$15.8K -$39.3M -500,024 -100%
AT
1925
Avalon Trust
New Mexico
$15.7K – – –
75 76
77
78 79