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Medtronic

2,123 hedge funds and large institutions have $85.3B invested in Medtronic in 2024 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 790 increasing their positions, 887 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 153

3% more funds holding

Funds holding: 2,0632,123 (+60)

1.19% more ownership

Funds ownership: 82.05%83.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

7% less call options, than puts

Call options by funds: $586M | Put options by funds: $632M

10% less capital invested

Capital invested by funds: $94.6B → $85.3B (-$9.36B)

11% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 887

Holders
2,123
Holders Change
+60
Holders Change %
+2.91%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
244
Increased
790
Reduced
887
Closed
153
Calls
$586M
Puts
$632M
Net Calls
-$45.5M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Confluence Investment Management
Missouri
$17.2M -$93.4K -1,079 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
302
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M +$835K +9,646 +5%
DADC
303
D.A. Davidson & Co
Montana
$17.1M +$11.9K +138 +0.1%
CAM
304
Cresset Asset Management
Illinois
$17M -$10.7M -123,693 -37%
URS
305
Utah Retirement Systems
Utah
$17M +$34.6K +400 +0.2%
RMCM
306
Reynders McVeigh Capital Management
Massachusetts
$16.9M -$785K -9,066 -4%
SA
307
Sanctuary Advisors
Indiana
$16.7M -$69.3K -801 -0.4%
VMPIC
308
Varma Mutual Pension Insurance Co
Finland
$16.6M -$3.83M -44,200 -18%
BPWM
309
Badgley Phelps Wealth Managers
Washington
$16.6M -$3.39M -39,118 -16%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$16.3M +$9.11M +105,192 +106%
QCM
311
Quantinno Capital Management
New York
$16.3M +$1.96M +22,595 +12%
CFIA
312
Cantor Fitzgerald Investment Advisors
New York
$16.3M -$286K -3,304 -2%
WIC
313
Wilkins Investment Counsel
Massachusetts
$16.2M +$58K +670 +0.3%
CWM
314
CIBC World Markets
New York
$16.2M +$2.45M +28,273 +16%
FCI
315
Financial Counselors Inc
Kansas
$16.1M -$1.5M -17,346 -8%
NA
316
NewEdge Advisors
Louisiana
$15.9M +$2.48M +28,672 +17%
WAM
317
Wallington Asset Management
Indiana
$15.5M +$122K +1,413 +0.7%
ADEF
318
Adams Diversified Equity Fund
Maryland
$15.4M +$16.7M +192,900 New
TAM
319
Tocqueville Asset Management
New York
$15.3M +$15.6K +180 +0.1%
AIM
320
Achmea Investment Management
Netherlands
$15.3M +$108K +1,248 +0.7%
GC
321
Grimes & Company
Massachusetts
$15.3M -$280K -3,233 -2%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$15.3M -$681K -7,869 -4%
HJGA
323
Hardman Johnston Global Advisors
Connecticut
$15.3M -$543K -6,270 -3%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$15.3M +$282K +3,255 +2%
X
325
Xponance
Pennsylvania
$15.1M +$539K +6,222 +3%

MDT Hedge Fund Activity: Q4 2024 in Review

2,123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2024, worth a combined $85.3B — down 9.9% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new MDT positions and 153 closed out — a net gain of 91 holders — while 790 added to existing stakes and 887 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $409M. The largest seller was Wellington Management Group, cutting an estimated $520M.

  • 2,123 institutional investors held Medtronic (MDT) as of Q4 2024, up from 2,063 in Q3 2024.
  • Funds reported $85.3B of Medtronic stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 244 funds opened new Medtronic positions in Q4 2024 and 153 closed out, a net change of +91 holders.
  • The largest Medtronic buyer in Q4 2024 was Beutel, Goodman & Co, an estimated $409M added.
  • The largest Medtronic seller in Q4 2024 was Wellington Management Group, an estimated $520M sold.

Based on aggregated 13F filings for Q4 2024.