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Medtronic

2,023 hedge funds and large institutions have $83.5B invested in Medtronic in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 823 increasing their positions, 840 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $652M | Put options by funds: $492M

0% more ownership

Funds ownership: 82.71%82.71% (+0%)

2% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 840

3% less funds holding

Funds holding: 2,0752,023 (-52)

13% less capital invested

Capital invested by funds: $95.7B → $83.5B (-$12.2B)

14% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 162

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

Holders
2,023
Holders Change
-52
Holders Change %
-2.51%
% 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
140
Increased
823
Reduced
840
Closed
162
Calls
$652M
Puts
$492M
Net Calls
+$160M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
451
Kestra Private Wealth Services
Texas
$7.82M -$817K -9,966 -9%
NCM
452
Noesis Capital Mangement
Florida
$7.78M +$273K +3,331 +3%
LFAS
453
Level Four Advisory Services
Texas
$7.72M +$3.27M +39,869 +69%
GCA
454
Greenwood Capital Associates
South Carolina
$7.71M +$2.28M +27,844 +40%
MIM
455
Marco Investment Management
Georgia
$7.69M -$5.17K -63 -0.1%
MCM
456
Mattern Capital Management
Colorado
$7.69M -$22.7K -277 -0.3%
AG
457
Advocate Group
Minnesota
$7.66M +$371K +4,522 +5%
WC
458
Whitney & Co
New York
$7.63M +$51.3K +626 +0.7%
AWS
459
Atria Wealth Solutions
New York
$7.63M +$45.4K +554 +0.6%
WT
460
Washington Trust
Rhode Island
$7.61M -$138K -1,685 -2%
AAB
461
ABN AMRO Bank
Netherlands
$7.47M -$33.3M -406,756 -81%
MFWM
462
Motley Fool Wealth Management
Virginia
$7.46M +$7.81M +95,212 New
SWM
463
Stockman Wealth Management
Montana
$7.39M +$410K +4,996 +6%
MPM
464
MBB Public Markets
Illinois
$7.39M +$7.3M +89,007 +1,831%
PL
465
Parthenon LLC
Kentucky
$7.25M -$93.6K -1,142 -1%
TRCT
466
Tower Research Capital (TRC)
New York
$7.22M +$5.34M +65,135 +245%
TMAM
467
Tokio Marine Asset Management
Japan
$7.22M +$253K +3,092 +3%
TPCM
468
Two Point Capital Management
New York
$7.14M +$93K +1,135 +1%
PPW
469
Parcion Private Wealth
Washington
$6.97M +$138K +1,678 +2%
SWP
470
Strategic Wealth Partners
Ohio
$6.96M +$989K +12,069 +16%
MCM
471
Mengis Capital Management
Oregon
$6.95M +$1.46M +17,820 +25%
WCMN
472
Westchester Capital Management (Nebraska)
Nebraska
$6.87M -$28.5K -348 -0.4%
CVM
473
Cheviot Value Management
California
$6.87M +$369K +4,500 +5%
VPIM
474
Vanguard Personalized Indexing Management
California
$6.85M +$1.69M +20,666 +31%
VPI
475
Value Partners Investments
Manitoba, Canada
$6.8M +$410K +5,006 +6%

MDT Hedge Fund Activity: Q2 2024 in Review

2,023 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2024, worth a combined $83.5B — down 13% from $95.7B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of MDT and 140 opened new positions — a net loss of 22 holders — while 840 trimmed existing stakes and 823 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $650M.

  • 2,023 institutional investors held Medtronic (MDT) as of Q2 2024, down from 2,075 in Q1 2024.
  • Funds reported $83.5B of Medtronic stock for Q2 2024, down 13% quarter-over-quarter.
  • 140 funds opened new Medtronic positions in Q2 2024 and 162 closed out, a net change of -22 holders.
  • The largest Medtronic buyer in Q2 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $139M added.
  • The largest Medtronic seller in Q2 2024 was T. Rowe Price Associates, an estimated $650M sold.

Based on aggregated 13F filings for Q2 2024.