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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 %
FCP
2076
Fidelis Capital Partners
Florida
– -$408K -4,678 Closed
NJBEST
2077
New Jersey Better Educational Savings Trust
New Jersey
– -$393K -4,510 Closed
WF
2078
WoodTrust Financial
Wisconsin
– -$388 -4,450 Closed
CBFP
2079
Cedar Brook Financial Partners
Ohio
– -$379K -4,354 Closed
GDP
2080
Great Diamond Partners
Maine
– -$367K -4,214 Closed
LFG
2081
Leverty Financial Group
Wisconsin
– -$350K -4,014 Closed
CWA
2082
CM Wealth Advisors
Ohio
– -$303K -3,699 Closed
SAW
2083
Signal Advisors Wealth
Michigan
– -$317K -3,633 Closed
BIP
2084
Blueprint Investment Partners
North Carolina
– -$314K -3,603 Closed
DWA
2085
Delap Wealth Advisory
Oregon
– -$303K -3,479 Closed
DBRC
2086
D.B. Root & Company
Pennsylvania
– -$303K -3,473 Closed
HIM
2087
Hillsdale Investment Management
Ontario, Canada
– -$299K -3,431 Closed
AC
2088
ASB Consultores
Florida
– -$297K -3,410 Closed
PCM
2089
Perkins Capital Management
Minnesota
– -$294K -3,375 Closed
AG
2090
Ascent Group
Virginia
– -$292K -3,349 Closed
HAM
2091
Harmony Asset Management
Arizona
– -$288K -3,306 Closed
WFI
2092
West Family Investments
California
– -$288K -3,300 Closed
JWBC
2093
J.W. Burns & Co
New York
– -$286K -3,276 Closed
EFSCE
2094
Enterprise Financial Services Corp (EFSC)
Missouri
– -$285K -3,271 Closed
SG
2095
Sienna Gestion
France
– -$284K -3,258 Closed
LSA
2096
Lion Street Advisors
Texas
– -$256K -3,104 Closed
PJSIMP
2097
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$270K -3,095 Closed
PWA
2098
Physician Wealth Advisors
Utah
– -$241K -3,042 Closed
PCA
2099
Prosperity Capital Advisors
Ohio
– -$261K -2,994 Closed
FA
2100
Forefront Analytics
Pennsylvania
– -$257K -2,952 Closed
82 83
84
85 86