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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
WCM
576
Westend Capital Management
California
$5.3M +$4.96M +58,917 New
HB
577
HTLF Bank
Colorado
$5.3M -$158K -1,880 -3%
PWG
578
Portside Wealth Group
Utah
$5.29M +$422K +5,014 +9%
HAI
579
Hennessy Advisors Inc
California
$5.28M
MCM
580
MAI Capital Management
Ohio
$5.27M -$697K -8,284 -12%
Assenagon Asset Management
581
Assenagon Asset Management
Luxembourg
$5.26M +$87K +1,034 +2%
GWM
582
Geneos Wealth Management
Colorado
$5.22M +$973K +11,570 +25%
WF
583
Welch & Forbes
Massachusetts
$5.17M -$281K -3,345 -6%
CA
584
Cullinan Associates
Kentucky
$5.16M -$172K -2,047 -3%
JPMIA
585
J.P. Marvel Investment Advisors
Massachusetts
$5.16M -$58K -690 -1%
SCP
586
Stamos Capital Partners
California
$5.1M -$337K -4,010 -7%
HL
587
HeadInvest LLC
Maine
$5.09M -$15.4K -183 -0.3%
PAM
588
Palisade Asset Management
Minnesota
$5.07M +$90.5K +1,076 +2%
KA
589
Kintegral Advisory
New York
$5.04M -$61.2K -728 -1%
TLP
590
Trinity Legacy Partners
Texas
$5.03M +$352K +4,181 +8%
FSA
591
Franklin Street Advisors
North Carolina
$4.99M +$2.08M +24,780 +81%
TW
592
Trajan Wealth
Arizona
$4.97M +$331K +3,938 +8%
CAM
593
Columbia Asset Management
Michigan
$4.96M +$442K +5,254 +11%
RBA
594
Richard Bernstein Advisors
New York
$4.94M
TFA
595
Toth Financial Advisory
Virginia
$4.94M +$57.7K +686 +1%
AWAU
596
Alliance Wealth Advisors (Utah)
Utah
$4.89M +$305K +3,626 +7%
MGP
597
Metis Global Partners
California
$4.88M +$63.9K +759 +1%
UOTTAIMCU
598
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.88M +$2.95M +35,119 +184%
SW
599
SlateStone Wealth
Florida
$4.88M +$1.91M +22,690 +72%
EFIC
600
Eliot Finkel Investment Counsel
California
$4.87M -$97.6K -1,160 -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.