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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 %
PIS
1976
POM Investment Strategies
North Carolina
$4.8K +$2.2K +28 +85%
SHIM
1977
Stone House Investment Management
Pennsylvania
$4.72K – – –
ACM
1978
Anfield Capital Management
California
$4.41K – – –
CSWM
1979
Cassady Schiller Wealth Management
Ohio
$4.33K -$22.5K -286 -84%
CMA
1980
Cedar Mountain Advisors
Oregon
$3.94K -$1.26K -16 -24%
WAM
1981
WFA Asset Management
Wisconsin
$3.94K – – –
ECM
1982
Everence Capital Management
Indiana
$3.37K -$376 -4,680 -10%
CAM
1983
Clarity Asset Management
Iowa
$3.02K – – –
FCG
1984
Financial Connections Group
California
$3K +$3K +40 New
RWM
1985
Ruedi Wealth Management
Illinois
$2.91K – – –
FG
1986
Fairman Group
Pennsylvania
$2.86K – – –
TWD
1987
True Wealth Design
Ohio
$2.36K +$630 +8 +36%
AP
1988
Aspect Partners
Virginia
$2.36K – – –
MWA
1989
MFA Wealth Advisors
Pennsylvania
$2.36K +$2.36K +30 New
GJWM
1990
Gilliland Jeter Wealth Management
Arkansas
$2.2K – – –
NCM
1991
Northwest Capital Management
Oregon
$2.2K – – –
C
1992
Covestor
United Kingdom
$2K -$71 -1 -3%
VWA
1993
Valued Wealth Advisors
Utah
$1.83K -$635 -8 -26%
DMIC
1994
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.81K -$2.13K -27 -54%
GFPC
1995
Global Financial Private Client
Florida
$1.73K -$5.51K -70 -76%
PPA
1996
Painted Porch Advisors
California
$1.73K +$1.73K +22 New
UFF
1997
USA Financial Formulas
Michigan
$1.34K – – –
OLVIG
1998
Oliver Lagore Vanvalin Investment Group
Michigan
$1.18K -$2.44K -31 -67%
CJ
1999
Caitlin John
Michigan
$904 -$6.25K -76 -87%
FGAM
2000
Financial Gravity Asset Management
Texas
$787 -$29.6K -376 -97%
78 79
80
81 82