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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 %
HC
2101
Hendley & Co
Ohio
– -$256K -2,938 Closed
ARC
2102
Advisor Resource Council
Texas
– -$241K -2,925 Closed
WBCM
2103
Wilson & Boucher Capital Management
California
– -$254K -2,912 Closed
AGA
2104
Arkos Global Advisors
Texas
– -$253K -2,906 Closed
NC
2105
NBW Capital
Massachusetts
– -$245K -2,806 Closed
ACI
2106
Alpha Cubed Investments
California
– -$244K -2,795 Closed
FM
2107
Family Management
New York
– -$243K -2,793 Closed
WG
2108
Winton Group
United Kingdom
– -$239K -2,743 Closed
IWP
2109
Insight Wealth Partners
Texas
– -$238K -2,732 Closed
FWCM
2110
Ferguson Wellman Capital Management
Oregon
– -$237K -2,718 Closed
FB
2111
First Bancorp
Maine
– -$236K -2,710 Closed
PMAM
2112
Penn Mutual Asset Management
Pennsylvania
– -$235K -2,700 Closed
AWAG
2113
ARS Wealth Advisors Group
Florida
– -$235K -2,700 Closed
CRC
2114
Curi RMB Capital
Illinois
– -$234K -2,679 Closed
FFM
2115
Fullerton Fund Management
Singapore
– -$230K -2,641 Closed
CIA
2116
Choate Investment Advisors
Massachusetts
– -$229K -2,622 Closed
PTC
2117
Petrus Trust Company
Texas
– -$228K -2,620 Closed
RWM
2118
Rockline Wealth Management
New York
– -$227K -2,602 Closed
AL
2119
Aspiriant LLC
California
– -$226K -2,592 Closed
FIB
2120
First Interstate Bank
Montana
– -$220K -2,525 Closed
BP
2121
BBR Partners
New York
– -$219K -2,514 Closed
CA
2122
Crane Advisory
California
– -$210K -2,499 Closed
KWM
2123
Kolinsky Wealth Management
New Jersey
– -$218K -2,497 Closed
SMA
2124
Seven Mile Advisory
New Jersey
– -$217K -2,493 Closed
PFWA
2125
Paces Ferry Wealth Advisors
Georgia
– -$216K -2,475 Closed
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85
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