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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 %
GIS
1951
Grayhawk Investment Strategies
Alberta, Canada
$10K – – –
GWSA
1952
Global Wealth Strategies & Associates
Colorado
$9.84K +$2.6K +33 +36%
PWMG
1953
Private Wealth Management Group
New Jersey
$9.84K +$3.23K +41 +49%
MIA
1954
MeadowBrook Investment Advisors
Michigan
$9.76K – – –
WOSD
1955
WFA of San Diego
California
$9.45K +$9.45K +120 New
SWM
1956
Sanctuary Wealth Management
Idaho
$9.37K -$708 -9 -7%
TCG
1957
Transcendent Capital Group
Oklahoma
$9.05K – – –
PCM
1958
Penserra Capital Management
California
$9K – – –
AW
1959
Avion Wealth
Texas
$9K +$3.56K +49 +65%
PP
1960
PFS Partners
New Jersey
$8.8K +$79 +1 +0.9%
MWM
1961
Mascoma Wealth Management
New Hampshire
$8.66K – – –
IRAG
1962
Investment Research & Advisory Group
Georgia
$8.58K – – –
CIAS
1963
CBIZ Investment Advisory Services
Ohio
$8.01K +$79 +1 +1%
CAM
1964
Creekmur Asset Management
Illinois
$7.87K -$3.54K -45 -31%
BFS
1965
Burkett Financial Services
South Carolina
$7.87K – – –
AWM
1966
Atticus Wealth Management
Florida
$7.71K – – –
HF
1967
Halpern Financial
Virginia
$7.48K – – –
CMBA
1968
C.M. Bidwell & Associates
Hawaii
$7.16K – – –
NMM
1969
Naples Money Management
Florida
$6.48K – – –
GI
1970
GS Investments
Minnesota
$6.45K – – –
HB
1971
Horizon Bancorp
Indiana
$6K – – –
BBPWM
1972
Blue Bell Private Wealth Management
Pennsylvania
$5.83K – – –
SWM
1973
Sugarloaf Wealth Management
Georgia
$5.7K – – –
SAG
1974
Spotlight Asset Group
Illinois
$5.12K – – –
DPW
1975
DiNuzzo Private Wealth
Pennsylvania
$5.04K +$787 +10 +19%
77 78
79
80 81