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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 %
TCG
2001
Transcendent Capital Group
Oklahoma
$10K – – –
PP
2002
PFS Partners
New Jersey
$9.66K +$87 +1 +0.9%
MWM
2003
Mascoma Wealth Management
New Hampshire
$9.59K – – –
IRAG
2004
Investment Research & Advisory Group
Georgia
$9.5K – – –
PCM
2005
Penserra Capital Management
California
$9K -$504K -6,048 -98%
CIAS
2006
CBIZ Investment Advisory Services
Ohio
$8.78K +$8.78K +100 New
BFS
2007
Burkett Financial Services
South Carolina
$8.72K – – –
AWM
2008
Atticus Wealth Management
Florida
$8.54K – – –
HF
2009
Halpern Financial
Virginia
$8.08K – – –
GWSA
2010
Global Wealth Strategies & Associates
Colorado
$8.02K – – –
GFPC
2011
Global Financial Private Client
Florida
$8.01K – – –
CMBA
2012
C.M. Bidwell & Associates
Hawaii
$7.93K – – –
CTB
2013
Country Trust Bank
Illinois
$7.76K +$6.36K +73 +456%
CJ
2014
Caitlin John
Michigan
$7.62K – – –
NMM
2015
Naples Money Management
Florida
$7.32K – – –
PWMG
2016
Private Wealth Management Group
New Jersey
$7.32K – – –
BHWM
2017
Beaird Harris Wealth Management
Texas
$7.15K -$13.9K -160 -66%
GI
2018
GS Investments
Minnesota
$7.15K – – –
AW
2019
Avion Wealth
Texas
$7K -$9.05K -97 -56%
HB
2020
Horizon Bancorp
Indiana
$7K – – –
CWA
2021
Core Wealth Advisors
Florida
$6.54K – – –
YDMI
2022
Y.D. More Investments
Israel
$6.54K – – –
BBPWM
2023
Blue Bell Private Wealth Management
Pennsylvania
$6.45K +$261 +3 +4%
SWM
2024
Sugarloaf Wealth Management
Georgia
$6.26K +$87 +1 +1%
CMA
2025
Cedar Mountain Advisors
Oregon
$5.75K +$4.36K +50 +313%
79 80
81
82 83