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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
SAM
451
Sompo Asset Management
Japan
$8.36M -$959K -11,077 -10%
OAJ
452
Ogorek Anthony Joseph
New York
$8.32M +$8.8M +101,629 +3,938%
NCM
453
Noesis Capital Mangement
Florida
$8.3M +$230K +2,653 +3%
NIM
454
NEOS Investment Management
Connecticut
$8.27M +$973K +11,237 +12%
NC
455
Nicholas Company
Wisconsin
$8.26M -$2.16K -25 -0%
HVIA
456
Hudson Valley Investment Advisors
New York
$8.26M -$79K -912 -0.9%
KPWS
457
Kestra Private Wealth Services
Texas
$8.25M +$514K +5,942 +6%
EI
458
Ethic Inc
New York
$8.24M -$3.2M -37,014 -26%
FWCM
459
Ferguson Wellman Capital Management
Oregon
$8.21M -$222K -2,560 -2%
MCM
460
Mattern Capital Management
Colorado
$8.17M +$368K +4,256 +4%
GD
461
Grandfield & Dodd
New York
$8.16M -$919K -10,614 -9%
GIBU
462
Gulf International Bank (UK)
United Kingdom
$8.15M -$109K -1,255 -1%
TPCM
463
Two Point Capital Management
New York
$8.15M +$37.8K +437 +0.5%
PPW
464
Parcion Private Wealth
Washington
$8.06M +$339K +3,921 +4%
GIA
465
Gateway Investment Advisers
Ohio
$8.05M -$1.15M -13,328 -12%
IC
466
IEQ Capital
California
$8.03M +$3.3M +38,131 +61%
NLGIA
467
Nippon Life Global Investors Americas
New York
$8.01M +$8.6M +99,360 New
TG
468
TCW Group
California
$8M +$38.5K +445 +0.4%
FCM
469
Fieldview Capital Management
Michigan
$7.97M +$8.64M +99,788 New
WC
470
Whitney & Co
New York
$7.94M +$86.6K +1,000 +1%
GH
471
GAM Holding
Switzerland
$7.89M -$919K -10,612 -10%
AAB
472
ABN AMRO Bank
Netherlands
$7.86M -$1.74M -20,123 -17%
ECM
473
Estabrook Capital Management
New York
$7.82M -$167K -1,932 -2%
CAPTRUST Financial Advisors
474
CAPTRUST Financial Advisors
North Carolina
$7.78M -$341K -3,939 -4%
MIM
475
Marco Investment Management
Georgia
$7.73M -$132K -1,520 -2%

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.