MDT icon

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 %
WJWM
2051
Williams Jones Wealth Management
New York
– -$1.04M -11,939 Closed
LAM
2052
LECAP Asset Management
United Kingdom
– -$1.03M -11,806 Closed
LNC
2053
Lincoln National Corp
Pennsylvania
– -$999K -11,468 Closed
PAS
2054
Point72 Asia (Singapore)
Singapore
– -$922K -10,580 Closed
QT
2055
Quantbot Technologies
New York
– -$904K -10,370 Closed
AIA
2056
Alera Investment Advisors
Illinois
– -$879K -10,083 Closed
AT
2057
American Trust
Kentucky
– -$874K -10,028 Closed
LOAMS
2058
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$855K -9,814 Closed
RCA
2059
Ranch Capital Advisors
Florida
– -$822K -9,382 Closed
CT
2060
ClearAlpha Technologies
Connecticut
– -$738K -8,472 Closed
WLG
2061
Williamson Legacy Group
Indiana
– -$703K -8,072 Closed
SPI
2062
Sutton Place Investors
New York
– -$585K -6,710 Closed
ZIC
2063
ZWJ Investment Counsel
Georgia
– -$584K -6,700 Closed
AAG
2064
Accordant Advisory Group
Maryland
– -$580K -6,659 Closed
ALAM
2065
Asahi Life Asset Management
Japan
– -$550K -6,310 Closed
B
2066
Bellecapital
Switzerland
– -$528K -6,058 Closed
OFS
2067
OMC Financial Services
New York
– -$521K -5,980 Closed
IWA
2068
Invera Wealth Advisors
Oregon
– -$458K -5,778 Closed
WFAG
2069
Worth Financial Advisory Group
North Carolina
– -$475K -5,454 Closed
SIAS
2070
Summit Investment Advisory Services
Minnesota
– -$466K -5,348 Closed
DA
2071
DCM Advisors
New York
– -$450K -5,168 Closed
OA
2072
Oxbow Advisors
Texas
– -$438K -5,022 Closed
Q
2073
QVR
California
– -$437K -5,017 Closed
FCA
2074
Fortis Capital Advisors
Kansas
– -$434K -4,981 Closed
WKSWA
2075
White Knight Strategic Wealth Advisors
New Jersey
– -$419K -4,809 Closed
81 82
83
84 85