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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
RCYC
376
Richard C. Young & Co
Rhode Island
$11.2M +$120K +1,389 +1%
FDP
377
Financiere des Professionnels
Quebec, Canada
$11.1M +$1.13M +13,051 +10%
BCM
378
Bourgeon Capital Management
Connecticut
$11M -$164K -1,897 -1%
BHWM
379
Bar Harbor Wealth Management
New Hampshire
$10.9M +$424K +4,894 +4%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$10.9M -$114K -1,322 -1%
MWM
381
Moran Wealth Management
Florida
$10.7M -$7.58M -87,564 -39%
KA
382
KLCM Advisors
Wisconsin
$10.7M -$549K -6,344 -5%
TF
383
Talbot Financial
Washington
$10.7M +$695K +8,031 +6%
BTW
384
Boston Trust Walden
Massachusetts
$10.7M -$335K -3,872 -3%
KeyBank National Association
385
KeyBank National Association
Ohio
$10.6M -$335K -3,870 -3%
MFIM
386
Mesirow Financial Investment Management
Illinois
$10.6M -$209K -2,410 -2%
PNC
387
Park National Corp
Ohio
$10.6M -$346 -4 -0%
CAM
388
Centre Asset Management
New York
$10.6M -$1.04M -11,968 -8%
FFP
389
FourThought Financial Partners
Florida
$10.5M -$3.53M -40,736 -24%
TWC
390
TD Waterhouse Canada
Ontario, Canada
$10.4M -$1.77M -20,496 -14%
AAS
391
Avantax Advisory Services
Texas
$10.4M -$198K -2,288 -2%
BMCM
392
Bryn Mawr Capital Management
Pennsylvania
$10.4M -$369K -4,268 -3%
SIMG
393
Sonora Investment Management Group
Arizona
$10.3M -$22K -254 -0.2%
WC
394
Woodstock Corp
Massachusetts
$10.2M -$347K -4,013 -3%
AMBIA
395
Allen Mooney & Barnes Investment Advisors
Georgia
$10.2M +$747K +8,629 +7%
HNB
396
Huntington National Bank
Ohio
$10.2M +$295K +3,412 +3%
NMIFOAC
397
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$10.1M
SBWIC
398
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.1M -$49.3K -570 -0.4%
PMG
399
ProVise Management Group
Florida
$10M +$214K +2,471 +2%
JFG
400
Jefferies Financial Group
New York
$10M +$1.01M +11,703 +10%

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.