We are live on ! Find out more
MDT icon

Medtronic

2,064 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, 903 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: 2,0242,064 (+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: 903

Holders
2,064
Holders Change
+40
Holders Change %
+1.98%
% of All Funds
29.63%
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
903
Closed
117
Calls
$816M
Puts
$735M
Net Calls
+$80.6M
Net Calls Change
-$79.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
476
Great Valley Advisor Group
Delaware
$8.07M +$464K +5,518 +7%
MCM
477
Mengis Capital Management
Oregon
$8.05M +$93.9K +1,116 +1%
KRS
478
Kentucky Retirement Systems
Kentucky
$8.04M -$901K -10,707 -11%
VPIM
479
Vanguard Personalized Indexing Management
California
$8.03M +$74.5K +886 +1%
SWP
480
Strategic Wealth Partners
Ohio
$7.94M -$20.4K -243 -0.3%
SIA
481
Soltis Investment Advisors
Utah
$7.93M +$1.71M +20,352 +30%
CIM
482
CCLA Investment Management
United Kingdom
$7.88M
FCM
483
Fourpath Capital Management
Oklahoma
$7.87M +$7.36M +87,461 New
WCMN
484
Westchester Capital Management (Nebraska)
Nebraska
$7.84M -$12.4K -148 -0.2%
OCM
485
Olstein Capital Management
New York
$7.83M +$1.18M +14,000 +19%
TI
486
Tidal Investments
Wisconsin
$7.82M -$1.53M -18,155 -17%
FPTW
487
Franklin, Parlapiano, Turner & Welch
Texas
$7.8M +$155K +1,840 +2%
MFWM
488
Motley Fool Wealth Management
Virginia
$7.77M -$750K -8,915 -9%
ANBT
489
American National Bank & Trust
Texas
$7.64M +$3.27M +38,908 +85%
ACIM
490
Azimuth Capital Investment Management
Michigan
$7.62M +$371K +4,412 +5%
CVM
491
Cheviot Value Management
California
$7.57M -$268K -3,185 -4%
Mirae Asset Global Investments
492
Mirae Asset Global Investments
South Korea
$7.55M +$1.17M +13,952 +20%
MSU
493
Mizuho Securities USA
New York
$7.49M -$1.62M -19,214 -19%
JWM
494
JGP Wealth Management
Oregon
$7.4M +$237K +2,819 +4%
BG
495
BDF Gestion
France
$7.35M
FNBT
496
FineMark National Bank & Trust
Florida
$7.34M -$405K -4,817 -6%
GF
497
Gabelli Funds
New York
$7.32M
CLOS
498
Compagnie Lombard Odier SCmA
Switzerland
$7.27M +$820K +9,750 +14%
HIMCH
499
Hartford Investment Management Co (HIMCO)
Connecticut
$7.26M -$368K -4,373 -5%
KFS
500
Kurt F. Somerville
$7.22M -$116K -1,382 -2%

MDT Hedge Fund Activity: Q3 2024 in Review

2,064 of the 6,965 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 903 trimmed.

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

  • 2,064 institutional investors held Medtronic (MDT) as of Q3 2024, up from 2,024 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.