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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 %
JDR
2126
Jay D. Rosenbaum
– -$447K -5,427 Closed
HCM
2127
Howland Capital Management
Massachusetts
– -$430K -5,198 Closed
SCM
2128
Stevens Capital Management
Pennsylvania
– -$427K -5,183 Closed
WWS
2129
Wellington Wealth Strategies
Indiana
– -$424K -5,144 Closed
WAM
2130
Weiss Asset Management
Massachusetts
– -$412K -5,003 Closed
KJHP
2131
K.J. Harrison & Partners
Ontario, Canada
– -$395K -4,800 Closed
SIM
2132
SSI Investment Management
California
– -$374K -4,654 Closed
TI
2133
Truepoint Inc
Ohio
– -$380K -4,617 Closed
MIM
2134
Meridiem Investment Management
United Kingdom
– -$377K -4,571 Closed
GWA
2135
Gratus Wealth Advisors
Virginia
– -$348K -4,229 Closed
FLAM
2136
First Light Asset Management
Minnesota
– -$345K -4,188 Closed
RP
2137
Riverbridge Partners
Minnesota
– -$340K -4,129 Closed
SGI
2138
Summit Global Investments
Utah
– -$336K -4,078 Closed
WIA
2139
World Investment Advisors
California
– -$334K -4,040 Closed
TCMP
2140
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$326K -3,959 Closed
FH
2141
FWG Holdings
Florida
– -$334K -3,857 Closed
KLCM
2142
KG&L Capital Management
Louisiana
– -$311K -3,770 Closed
WI
2143
WrapManager Inc
California
– -$309K -3,750 Closed
C
2144
Certuity
Florida
– -$308K -3,737 Closed
OC
2145
Opinicus Capital
Florida
– -$306K -3,714 Closed
RPGK
2146
Retirement Planning Group (Kansas)
Kansas
– -$301K -3,653 Closed
KMWM
2147
Keudell/Morrison Wealth Management
Oregon
– -$292K -3,543 Closed
ACM
2148
Alethea Capital Management
Washington
– -$288K -3,500 Closed
LF
2149
Lantz Financial
Illinois
– -$283K -3,434 Closed
DCM
2150
Donaldson Capital Management
Indiana
– -$281K -3,411 Closed
84 85
86
87 88