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Medtronic

2,063 hedge funds and large institutions have $94.6B invested in Medtronic in 2024 Q3 according to their latest regulatory filings, with 181 funds opening new positions, 759 increasing their positions, 902 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 117

35% more funds holding in top 10

Funds holding in top 10: 2331 (+8)

13% more capital invested

Capital invested by funds: $83.5B → $94.6B (+$11.1B)

11% more call options, than puts

Call options by funds: $816M | Put options by funds: $735M

2% more funds holding

Funds holding: 2,0232,063 (+40)

0.66% less ownership

Funds ownership: 82.71%82.05% (-0.66%)

16% less repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 902

Holders
2,063
Holders Change
+40
Holders Change %
+1.98%
% of All Funds
29.62%
Holding in Top 10
31
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+34.78%
% of All Funds
0.45%
New
181
Increased
759
Reduced
902
Closed
117
Calls
$816M
Puts
$735M
Net Calls
+$80.6M
Net Calls Change
-$79.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$665M +$191M +2,270,202 +44%
UBS AM
27
UBS AM
Illinois
$661M +$503M +5,975,110 +437%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$635M -$6.08M -72,308 -1%
Wells Fargo
29
Wells Fargo
California
$631M -$16.6M -197,918 -3%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$624M -$3.9M -46,392 -0.7%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$611M -$33.4M -396,725 -6%
Dodge & Cox
32
Dodge & Cox
California
$609M -$2.36M -28,065 -0.4%
Goldman Sachs
33
Goldman Sachs
New York
$598M -$76.6M -910,864 -12%
RJA
34
Raymond James & Associates
Florida
$575M +$12.2M +145,504 +2%
Millennium Management
35
Millennium Management
New York
$560M +$356M +4,228,255 +213%
Fisher Asset Management
36
Fisher Asset Management
Washington
$531M +$51.3M +609,391 +12%
Stifel Financial
37
Stifel Financial
Missouri
$526M +$13.9M +164,700 +3%
LP
38
Longview Partners
Guernsey
$524M -$4.94M -58,700 -1%
Citadel Advisors
39
Citadel Advisors
Florida
$524M +$401M +4,769,249 +453%
Amundi
40
Amundi
France
$428M +$52.5M +624,135 +15%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$406M +$151M +1,790,483 +65%
N
42
Nuveen
North Carolina
$396M -$110M -1,306,354 -23%
UBS Group
43
UBS Group
Switzerland
$376M -$9.65M -114,678 -3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$374M -$17M -202,508 -5%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$347M +$119M +1,420,263 +58%
Swiss National Bank
46
Swiss National Bank
Switzerland
$343M -$10.5M -125,300 -3%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$330M -$1.96M -23,340 -0.6%
State Farm Mutual Automobile Insurance
48
State Farm Mutual Automobile Insurance
Illinois
$326M
Barrow, Hanley, Mewhinney & Strauss
49
Barrow, Hanley, Mewhinney & Strauss
Texas
$324M -$201M -2,390,558 -40%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$317M -$103M -1,221,362 -26%

MDT Hedge Fund Activity: Q3 2024 in Review

2,063 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2024, worth a combined $94.6B — up 13% from $83.5B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new MDT positions and 117 closed out — a net gain of 64 holders — while 759 added to existing stakes and 902 trimmed.

The largest buyer was UBS AM, adding an estimated $503M. The largest seller was Sanders Capital, cutting an estimated $916M.

  • 2,063 institutional investors held Medtronic (MDT) as of Q3 2024, up from 2,023 in Q2 2024.
  • Funds reported $94.6B of Medtronic stock for Q3 2024, up 13% quarter-over-quarter.
  • 181 funds opened new Medtronic positions in Q3 2024 and 117 closed out, a net change of +64 holders.
  • The largest Medtronic buyer in Q3 2024 was UBS AM, an estimated $503M added.
  • The largest Medtronic seller in Q3 2024 was Sanders Capital, an estimated $916M sold.

Based on aggregated 13F filings for Q3 2024.