MDT icon

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 %
CPA
1976
Clear Point Advisors
New York
$17.9K – – –
AT
1977
Avalon Trust
New Mexico
$17.4K – – –
ETS
1978
ESL Trust Services
New York
$17.4K +$17.4K +200 New
KWAG
1979
Kiely Wealth Advisory Group
North Carolina
$16.1K – – –
HFS
1980
HBC Financial Services
Washington
$16K +$229 +3 +1%
SNB
1981
Security National Bank
Nebraska
$15.6K +$6.89K +79 +79%
RFG
1982
REAP Financial Group
Texas
$15.2K -$89.6K -1,026 -86%
RG
1983
Retirement Group
California
$14.9K +$12.5K +143 +511%
RDFA
1984
Ritter Daniher Financial Advisory
Ohio
$14.8K – – –
RTL
1985
Red Tortoise LLC
Georgia
$14.1K – – –
AA
1986
AlphaMark Advisors
Kentucky
$13K +$4.33K +50 +50%
TSWM
1987
Tyler-Stone Wealth Management
Ohio
$12.9K – – –
FWA
1988
FSC Wealth Advisors
New York
$12.8K -$87 -1 -0.7%
CAM
1989
Creekmur Asset Management
Illinois
$12.6K +$2.53K +29 +25%
IHWM
1990
Iron Horse Wealth Management
Iowa
$12.6K -$41.8K -480 -77%
SC
1991
Stephens Consulting
Michigan
$12.2K – – –
KFP
1992
Keener Financial Planning
Texas
$12K +$12K +130 New
MSG
1993
Main Street Group
Virginia
$11.8K +$4.09K +47 +53%
BWP
1994
Baldwin Wealth Partners
Massachusetts
$11.5K -$203K -2,325 -95%
PAG
1995
Paladin Advisory Group
Iowa
$11.5K – – –
OPTFSNA
1996
Old Point Trust & Financial Services N A
Virginia
$11.2K – – –
SWM
1997
Sanctuary Wealth Management
Idaho
$11.2K +$10.4K +119 +1,322%
GIS
1998
Grayhawk Investment Strategies
Alberta, Canada
$11.1K – – –
IWP
1999
IAG Wealth Partners
Wisconsin
$11K +$87 +1 +0.8%
MIA
2000
MeadowBrook Investment Advisors
Michigan
$10.8K -$17.4K -200 -62%
78 79
80
81 82