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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
JPMIA
601
J.P. Marvel Investment Advisors
Massachusetts
$4.56M -$21.6K -250 -0.4%
KNW
602
Kesler Norman & Wride
Utah
$4.54M -$187K -2,157 -4%
HAI
603
Hennessy Advisors Inc
California
$4.53M -$173K -2,000 -3%
SCM
604
Sirios Capital Management
Massachusetts
$4.51M -$3.71M -42,857 -43%
OAC
605
OMERS Administration Corp
Ontario, Canada
$4.5M +$796K +9,200 +19%
PAM
606
Palisade Asset Management
Minnesota
$4.48M -$25.5K -294 -0.5%
ATC
607
Argent Trust Co
Tennessee
$4.47M +$582K +6,721 +14%
Capstone Investment Advisors
608
Capstone Investment Advisors
New York
$4.45M +$4.54M +52,456 +1,630%
CMP
609
Coston McIsaac & Partners
Maine
$4.4M -$97.2K -1,123 -2%
SFI
610
Siemens Fonds Invest
Germany
$4.39M +$254K +2,937 +6%
SW
611
SlateStone Wealth
Florida
$4.39M +$71.8K +829 +2%
Los Angeles Capital Management
612
Los Angeles Capital Management
California
$4.39M -$29.3M -338,796 -86%
IAA
613
Independent Advisor Alliance
North Carolina
$4.39M +$959K +11,075 +25%
RBA
614
Richard Bernstein Advisors
New York
$4.39M
HL
615
HeadInvest LLC
Maine
$4.38M -$148K -1,713 -3%
RVM
616
Robinson Value Management
Texas
$4.37M +$56.9K +657 +1%
RWM
617
Ritholtz Wealth Management
New York
$4.35M +$3.48M +40,243 +283%
AWAU
618
Alliance Wealth Advisors (Utah)
Utah
$4.35M +$12.6K +145 +0.3%
GCP
619
GSA Capital Partners
United Kingdom
$4.35M +$4.27M +49,368 +975%
GT
620
Glenview Trust
Kentucky
$4.32M +$1.3K +15 +0%
EFIC
621
Eliot Finkel Investment Counsel
California
$4.32M -$4.76K -55 -0.1%
CAM
622
Columbia Asset Management
Michigan
$4.28M -$122K -1,410 -3%
KA
623
Kintegral Advisory
New York
$4.28M -$214K -2,472 -4%
FNT
624
First National Trust
Pennsylvania
$4.27M -$583K -6,735 -11%
BCFS
625
Butensky & Cohen Financial Security
Florida
$4.19M +$238K +2,750 +6%

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.