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Medtronic

2,123 hedge funds and large institutions have $85.3B invested in Medtronic in 2024 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 790 increasing their positions, 887 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 153

3% more funds holding

Funds holding: 2,0632,123 (+60)

1.19% more ownership

Funds ownership: 82.05%83.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

7% less call options, than puts

Call options by funds: $586M | Put options by funds: $632M

10% less capital invested

Capital invested by funds: $94.6B → $85.3B (-$9.36B)

11% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 887

Holders
2,123
Holders Change
+60
Holders Change %
+2.91%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
244
Increased
790
Reduced
887
Closed
153
Calls
$586M
Puts
$632M
Net Calls
-$45.5M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
576
Transcend Capital Advisors
New Jersey
$4.95M -$835K -9,644 -13%
HFS
577
Haverford Financial Services
Pennsylvania
$4.94M -$2.71M -31,301 -34%
FFM
578
Fisher Funds Management
New Zealand
$4.94M +$5.36M +61,968 New
Balyasny Asset Management
579
Balyasny Asset Management
Illinois
$4.92M -$9.69M -111,911 -64%
NMERB
580
New Mexico Educational Retirement Board
New Mexico
$4.89M -$320K -3,700 -6%
BFG
581
Bleakley Financial Group
New Jersey
$4.88M -$220K -2,536 -4%
CDDEC
582
Caisse Des Depots Et Consignations
France
$4.87M +$5.28M +61,016 New
SF
583
Synovus Financial
Georgia
$4.87M -$504K -5,819 -9%
SWP
584
Stratos Wealth Partners
Ohio
$4.85M -$59.5K -687 -1%
Assenagon Asset Management
585
Assenagon Asset Management
Luxembourg
$4.82M +$167K +1,926 +3%
PA
586
Perennial Advisors
New York
$4.82M +$5.22M +60,296 New
LTI
587
Laffer Tengler Investments
Tennessee
$4.79M +$857K +9,902 +20%
IFO
588
Intrepid Family Office
Florida
$4.79M +$5.19M +60,000 New
TFA
589
Toth Financial Advisory
Virginia
$4.78M +$434K +5,015 +9%
SCP
590
Stamos Capital Partners
California
$4.74M +$239K +2,760 +5%
PS
591
Principal Securities
Iowa
$4.74M +$1.01M +11,658 +24%
FNT
592
First Nebraska Trust
Nebraska
$4.73M -$1.65M -19,078 -24%
HB
593
HTLF Bank
Colorado
$4.71M +$15K +173 +0.3%
TW
594
Trajan Wealth
Arizona
$4.71M +$326K +3,767 +7%
TPCW
595
TD Private Client Wealth
New York
$4.65M -$241K -2,786 -5%
NB
596
Norinchukin Bank
Japan
$4.62M +$424K +4,899 +9%
PWG
597
Portside Wealth Group
Utah
$4.61M -$82K -947 -2%
KFS
598
Kurt F. Somerville
$4.6M -$1.96M -22,668 -28%
FFA
599
Farther Finance Advisors
California
$4.59M +$1.67M +19,242 +50%
SIA
600
Sit Investment Associates
Minnesota
$4.59M +$1.41M +16,280 +39%

MDT Hedge Fund Activity: Q4 2024 in Review

2,123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2024, worth a combined $85.3B — down 9.9% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new MDT positions and 153 closed out — a net gain of 91 holders — while 790 added to existing stakes and 887 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $409M. The largest seller was Wellington Management Group, cutting an estimated $520M.

  • 2,123 institutional investors held Medtronic (MDT) as of Q4 2024, up from 2,063 in Q3 2024.
  • Funds reported $85.3B of Medtronic stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 244 funds opened new Medtronic positions in Q4 2024 and 153 closed out, a net change of +91 holders.
  • The largest Medtronic buyer in Q4 2024 was Beutel, Goodman & Co, an estimated $409M added.
  • The largest Medtronic seller in Q4 2024 was Wellington Management Group, an estimated $520M sold.

Based on aggregated 13F filings for Q4 2024.