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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
$145M
2
Morgan Stanley
Morgan Stanley
New York
$2.23B
3
Millennium Management
Millennium Management
New York
$157M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$387M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$292M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$550M
2
UBS AM
UBS AM
Illinois
$108M
3
DZ Bank
DZ Bank
Germany
$102M
4
Charles Schwab
Charles Schwab
California
$634M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
2001
West Paces Advisors
Georgia
$787 – – –
BCPWM
2002
Bradley & Co Private Wealth Management
Florida
$787 – – –
LWA
2003
Lowe Wealth Advisors
Maryland
$708 – – –
ZRP
2004
Zynergy Retirement Planning
New Jersey
$708 +$708 +9 New
CAM
2005
ClariVest Asset Management
California
$635 +$397 +5 +167%
CWM
2006
Cedar Wealth Management
California
$551 – – –
FHC
2007
First Heartland Consultants
Missouri
$410 +$55 +697 +15%
SA
2008
Scarborough Advisors
Maryland
$315 +$315 +4 New
WAG
2009
Wiser Advisor Group
Arizona
$162 +$54 +1 +50%
TCM
2010
TruNorth Capital Management
Michigan
$157 +$157 +2 New
KA
2011
Kozak & Associates
Colorado
$154 -$2.31K -30 -94%
KHC
2012
Koesten Hirschmann & Crabtree
Kansas
$123 – – –
SGA
2013
Sustainable Growth Advisers
Connecticut
– -$193M -2,216,000 Closed
CCMG
2014
Clark Capital Management Group
Pennsylvania
– -$37.5M -429,834 Closed
AIG
2015
American International Group
New York
– -$29.4M -336,777 Closed
KFC
2016
Klingenstein Fields & Co
New York
– -$17M -195,210 Closed
DDPIC
2017
Deroy & Devereaux Private Investment Counsel
Michigan
– -$15.9M -182,328 Closed
PE
2018
Point72 Europe
United Kingdom
– -$15.8M -181,332 Closed
LIP
2019
Lighthouse Investment Partners
Florida
– -$10.3M -118,647 Closed
GAI
2020
General American Investors
New York
– -$9.36M -107,403 Closed
SCM
2021
Sio Capital Management
New York
– -$9.15M -105,000 Closed
QIM
2022
Quantitative Investment Management
Virginia
– -$7.86M -90,190 Closed
Twin Tree Management
2023
Twin Tree Management
Texas
– -$6.75M -77,452 Closed
CSS
2024
Cubist Systematic Strategies
Connecticut
– -$5.54M -63,536 Closed
VAS
2025
Valicenti Advisory Services
New York
– -$5.37M -61,585 Closed
79 80
81
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