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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 %
FC
1926
Fairscale Capital
New Hampshire
$15.4K +$15.4K +197 New
KB
1927
Kimelman & Baird
New York
$15K +$15K +191 New
RTC
1928
Riverview Trust Company
Washington
$14.6K -$20.2K -256 -58%
OCM
1929
Orion Capital Management
California
$14.2K -$157K -2,000 -92%
SNB
1930
Security National Bank
Nebraska
$14.1K – – –
NMG
1931
New Millennium Group
Utah
$13.4K -$2.54M -32,215 -99%
RTL
1932
Red Tortoise LLC
Georgia
$12.8K – – –
RFG
1933
REAP Financial Group
Texas
$12.7K -$1.03K -13 -7%
RWMG
1934
Redwood Wealth Management Group
New Jersey
$12.6K +$12.6K +160 New
TIM
1935
Tortoise Investment Management
New York
$12.5K -$8.84K -112 -41%
SFC
1936
Strategic Financial Concepts
Texas
$12.3K +$12.3K +70,437 New
CPA
1937
Clear Point Advisors
New York
$12.2K -$3.94K -50 -24%
RDFA
1938
Ritter Daniher Financial Advisory
Ohio
$12K -$1.34K -17 -10%
AA
1939
AlphaMark Advisors
Kentucky
$12K – – –
TSWM
1940
Tyler-Stone Wealth Management
Ohio
$11.6K – – –
FWA
1941
FSC Wealth Advisors
New York
$11.6K – – –
IHWM
1942
Iron Horse Wealth Management
Iowa
$11.3K – – –
SC
1943
Stephens Consulting
Michigan
$11K – – –
BWP
1944
Baldwin Wealth Partners
Massachusetts
$11K +$630 +8 +6%
FFA
1945
Fairfield Financial Advisors
Massachusetts
$10.6K +$10.6K +135 New
MSG
1946
Main Street Group
Virginia
$10.5K – – –
MAM
1947
Marquette Asset Management
Minnesota
$10.4K +$10.4K +132 New
PAG
1948
Paladin Advisory Group
Iowa
$10.2K – – –
OPTFSNA
1949
Old Point Trust & Financial Services N A
Virginia
$10.2K – – –
IWP
1950
IAG Wealth Partners
Wisconsin
$10K +$79 +1 +0.8%
76 77
78
79 80