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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
CIA
551
Concurrent Investment Advisors
Florida
$5.95M +$410K +4,868 +8%
LW
552
Linscomb Wealth
Texas
$5.93M +$8.33K +99 +0.2%
VIM
553
Vinva Investment Management
Australia
$5.91M +$568K +6,757 +11%
AC
554
Addenda Capital
Quebec, Canada
$5.91M +$1.01K +12 +0%
LNB
555
Ledyard National Bank
$5.9M -$205K -2,436 -4%
MC
556
Moors & Cabot
Massachusetts
$5.88M -$102K -1,211 -2%
FTC
557
Farmers Trust Company
Ohio
$5.85M +$74.4K +884 +1%
NMERB
558
New Mexico Educational Retirement Board
New Mexico
$5.84M -$177K -2,100 -3%
SP
559
Stablepoint Partners
Massachusetts
$5.83M +$11.2K +133 +0.2%
MCM
560
Monarch Capital Management
Indiana
$5.79M +$21.5K +256 +0.4%
PFS
561
Prospera Financial Services
Texas
$5.78M -$72K -856 -1%
TCOV
562
Trust Company of Vermont
Vermont
$5.76M -$196K -2,333 -4%
AI
563
Aperture Investors
New York
$5.73M
BFG
564
Bleakley Financial Group
New Jersey
$5.73M +$655K +7,786 +14%
IC
565
IEQ Capital
California
$5.62M -$173K -2,055 -3%
Wealthfront Advisers
566
Wealthfront Advisers
California
$5.58M +$16.5K +196 +0.3%
SWP
567
Stratos Wealth Partners
Ohio
$5.52M -$3.28K -39 -0.1%
TPCW
568
TD Private Client Wealth
New York
$5.5M +$234K +2,782 +5%
AWA
569
Arkadios Wealth Advisors
Georgia
$5.47M +$940K +11,178 +23%
AAM
570
Azzad Asset Management
Virginia
$5.43M +$48.3K +574 +1%
FNT
571
First National Trust
Pennsylvania
$5.42M -$314K -3,733 -6%
SGH
572
Sivik Global Healthcare
Connecticut
$5.4M +$5.05M +60,000 New
SAM
573
Smithbridge Asset Management
Pennsylvania
$5.34M +$316K +3,757 +7%
OLA
574
Oliver Luxxe Assets
New Jersey
$5.32M +$10.1K +120 +0.2%
KNW
575
Kesler Norman & Wride
Utah
$5.31M +$18.5K +220 +0.4%

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.