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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
Charles Schwab
26
Charles Schwab
California
$634M -$259M -3,161,650 -28%
Goldman Sachs
27
Goldman Sachs
New York
$594M +$49.8M +607,574 +9%
Wells Fargo
28
Wells Fargo
California
$568M -$56.2M -685,355 -9%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$565M -$5.17M -63,124 -0.9%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$560M +$42.3M +515,751 +8%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$550M -$650M -7,932,672 -53%
Dodge & Cox
32
Dodge & Cox
California
$535M +$184K +2,240 +0%
RJA
33
Raymond James & Associates
Florida
$492M +$27.6M +336,618 +6%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$472M -$19.4M -236,885 -4%
LP
35
Longview Partners
Guernsey
$463M -$61.9M -754,700 -11%
N
36
Nuveen
North Carolina
$448M +$65.7M +801,394 +16%
Stifel Financial
37
Stifel Financial
Missouri
$447M +$5.69M +69,377 +1%
Fisher Asset Management
38
Fisher Asset Management
Washington
$416M +$29.2M +355,906 +7%
Lazard Asset Management
39
Lazard Asset Management
New York
$403M -$13.7M -166,957 -3%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$387M +$85.4M +1,041,863 +27%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$374M -$7.96M -97,136 -2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$343M -$4.15M -50,568 -1%
UBS Group
43
UBS Group
Switzerland
$338M +$16.1M +196,723 +5%
Amundi
44
Amundi
France
$326M +$10.1M +123,436 +3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$309M -$4.14M -50,500 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$292M +$80.9M +986,783 +36%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$290M -$21.2M -259,059 -7%
State Farm Mutual Automobile Insurance
48
State Farm Mutual Automobile Insurance
Illinois
$285M
Barclays
49
Barclays
United Kingdom
$254M -$40.6M -494,753 -13%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$243M -$10.3M -126,176 -4%

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.