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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
IIM
651
Intact Investment Management
Quebec, Canada
$4.11M +$3.84M +45,600 New
DILIC
652
Dai-ichi Life Insurance Company
Japan
$4.06M +$673K +8,000 +22%
CSPIA
653
Cary Street Partners Investment Advisory
Virginia
$4.05M +$207K +2,457 +6%
AMG
654
Advisors Management Group
Wisconsin
$4.04M +$87.6K +1,041 +2%
Lido Advisors
655
Lido Advisors
California
$4.01M -$57.7K -686 -2%
FPGT
656
Financial Partners Group (Tennessee)
Tennessee
$4.01M +$101K +1,205 +3%
DAS
657
Diversify Advisory Services
Utah
$4.01M -$291K -3,464 -7%
HEIP
658
Hudson Edge Investment Partners
New Jersey
$3.97M +$3.71M +44,144 New
LJHT
659
Laurie J. Hall Trustee
$3.97M
RMA
660
Roffman Miller Associates
Pennsylvania
$3.96M -$15.6M -185,865 -81%
TBA
661
Tower Bridge Advisors
Pennsylvania
$3.95M -$462K -5,497 -11%
IAA
662
Independent Advisor Alliance
North Carolina
$3.95M +$1.12M +13,289 +44%
AA
663
Ancora Advisors
Ohio
$3.95M -$131K -1,552 -3%
SWM
664
Scissortail Wealth Management
Oklahoma
$3.94M -$3.49M -41,531 -99%
TW
665
TrinityPoint Wealth
Connecticut
$3.94M +$5.38K +64 +0.1%
CFCI
666
Comprehensive Financial Consultants Institutional
Indiana
$3.93M +$134K +1,588 +4%
BCM
667
Becker Capital Management
Oregon
$3.93M -$26.9M -319,380 -88%
GIA
668
GHP Investment Advisors
Colorado
$3.87M -$46.5K -553 -1%
IHL
669
Investment House LLC
California
$3.86M +$126K +1,503 +4%
PPWP
670
Proquility Private Wealth Partners
Nevada
$3.86M -$29.2K -347 -0.8%
RFC
671
Regions Financial Corp
Alabama
$3.86M -$228K -2,710 -6%
BCM
672
BTC Capital Management
Iowa
$3.85M +$272K +3,239 +8%
CG
673
Caprock Group
Idaho
$3.85M +$704K +8,364 +25%
DWP
674
Daymark Wealth Partners
Ohio
$3.83M +$83K +987 +2%
SCA
675
Snowden Capital Advisors
New York
$3.83M -$400K -4,749 -10%

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.