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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
29.91%
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 %
SAG
2026
Spotlight Asset Group
Illinois
$5.67K – – –
IPW
2027
Impact Partnership Wealth
Georgia
$5.26K -$893K -10,183 -99%
SHIM
2028
Stone House Investment Management
Pennsylvania
$5.23K – – –
ACM
2029
Anfield Capital Management
California
$4.88K +$4.88K +56 New
DPW
2030
DiNuzzo Private Wealth
Pennsylvania
$4.71K +$523 +6 +13%
DMIC
2031
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.39K +$4.39K +50 New
WAM
2032
WFA Asset Management
Wisconsin
$4.36K -$17.4K -200 -80%
BFPW
2033
BOK Financial Private Wealth
Colorado
$4.13K -$41.3K -470 -91%
ECM
2034
Everence Capital Management
Indiana
$4.07K -$10 -120 -0.3%
OLVIG
2035
Oliver Lagore Vanvalin Investment Group
Michigan
$4.01K +$1.92K +22 +92%
PA
2036
Pineridge Advisors
Missouri
$3.84K +$1.66K +19 +76%
GPFA
2037
Game Plan Financial Advisors
Ohio
$3.49K – – –
CAM
2038
Clarity Asset Management
Iowa
$3.31K – – –
RWM
2039
Ruedi Wealth Management
Illinois
$3.23K – – –
FG
2040
Fairman Group
Pennsylvania
$3.16K – – –
C
2041
Covestor
United Kingdom
$3K +$310 +3 +12%
PIS
2042
POM Investment Strategies
North Carolina
$2.88K – – –
KA
2043
Kozak & Associates
Colorado
$2.74K -$27.9K -326 -91%
VWA
2044
Valued Wealth Advisors
Utah
$2.72K -$3.95K -45 -59%
PCWA
2045
Pacific Capital Wealth Advisors
California
$2.62K – – –
AP
2046
Aspect Partners
Virginia
$2.62K – – –
SWC
2047
Spectrum Wealth Counsel
Indiana
$2.62K +$2.62K +30 New
NCM
2048
Northwest Capital Management
Oregon
$2.44K – – –
GJWM
2049
Gilliland Jeter Wealth Management
Arkansas
$2.44K +$2.44K +28 New
VCM
2050
Versant Capital Management
Arizona
$2.09K – – –
80 81
82
83 84