We are live on ! Find out more
MDT icon

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
AC
551
Addenda Capital
Quebec, Canada
$5.17M -$1.56K -19 -0%
PFS
552
Prospera Financial Services
Texas
$5.12M -$29.8K -364 -0.6%
IC
553
IEQ Capital
California
$5.08M +$835K +10,187 +19%
IPW
554
Inlet Private Wealth
Florida
$5.06M +$12.3K +150 +0.2%
CWM
555
Compass Wealth Management
Connecticut
$5.06M -$5.82K -71 -0.1%
MCM
556
Monarch Capital Management
Indiana
$5.04M -$46.2K -564 -0.9%
FTC
557
Farmers Trust Company
Ohio
$5.04M -$61.1K -745 -1%
FNT
558
First National Trust
Pennsylvania
$5.03M -$4.24M -51,777 -45%
AI
559
Aperture Investors
New York
$5.01M
SFA
560
Sequoia Financial Advisors
Ohio
$4.95M -$172K -2,097 -3%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$4.9M +$41.4K +505 +0.8%
Wealthfront Advisers
562
Wealthfront Advisers
California
$4.86M -$867K -10,576 -15%
BPCE
563
Bank Pictet & Cie (Europe)
Germany
$4.86M -$29.6M -360,924 -85%
BPC
564
Banque Pictet & Cie
Switzerland
$4.84M -$52.9M -645,166 -91%
SWP
565
Stratos Wealth Partners
Ohio
$4.83M -$155K -1,885 -3%
CIA
566
Concurrent Investment Advisors
Florida
$4.81M +$1.78M +21,678 +55%
HB
567
HTLF Bank
Colorado
$4.78M -$231K -2,815 -4%
SCP
568
Stamos Capital Partners
California
$4.77M +$26.2K +320 +0.5%
PA
569
Perennial Advisors
New York
$4.75M +$143K +1,750 +3%
SFI
570
Susquehanna Fundamental Investments
Pennsylvania
$4.74M +$4.94M +60,281 New
CP
571
CenterBook Partners
Connecticut
$4.73M +$2.11M +25,680 +75%
VIM
572
Vinva Investment Management
Australia
$4.72M +$707K +8,625 +17%
AAM
573
Azzad Asset Management
Virginia
$4.71M +$84.4K +1,030 +2%
WF
574
Welch & Forbes
Massachusetts
$4.7M -$790K -9,639 -14%
SAM
575
Sectoral Asset Management
Quebec, Canada
$4.69M +$1.76M +21,500 +57%

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.