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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
PCTC
701
Perkins Coie Trust Company
Washington
$3.51M +$29.3K +348 +0.9%
KA
702
Keene & Associates
Texas
$3.51M +$10.7K +127 +0.3%
BFS
703
Bard Financial Services
Connecticut
$3.49M -$278K -3,300 -8%
CCT
704
Chemung Canal Trust
New York
$3.49M -$939K -11,157 -22%
CA
705
Clearstead Advisors
Ohio
$3.49M +$1.47M +17,443 +82%
VA
706
Vident Advisory
Georgia
$3.49M +$1.98M +23,498 +154%
OAM
707
Oak Asset Management
California
$3.46M -$26.5K -315 -0.8%
TH
708
TCTC Holdings
Texas
$3.46M +$54.7K +650 +2%
FAP
709
Financial Advisory Partners
Florida
$3.45M -$69.6K -827 -2%
FFA
710
Farther Finance Advisors
California
$3.45M +$378K +4,490 +13%
BFW
711
Brady Family Wealth
Missouri
$3.44M -$182K -2,165 -5%
PIM
712
Plato Investment Management
Australia
$3.42M +$3.2M +38,071 New
KRSITF
713
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.42M -$408K -4,854 -11%
FMI
714
F/M Investments
District of Columbia
$3.41M -$285K -3,392 -8%
FWC
715
First Washington Corp
Washington
$3.4M -$547K -6,507 -15%
RCP
716
Rothschild Capital Partners
New York
$3.4M +$4.12K +49 +0.1%
SC
717
Savant Capital
Illinois
$3.39M -$451K -5,366 -12%
AAM
718
Augustine Asset Management
Florida
$3.37M +$13.5K +160 +0.4%
CTI
719
Community Trust & Investment
Kentucky
$3.37M -$40.4K -480 -1%
FWP
720
FAS Wealth Partners
Kansas
$3.33M +$95.3K +1,133 +3%
JAM
721
Jupiter Asset Management
United Kingdom
$3.33M -$63.4K -754 -2%
BPCE
722
Bank Pictet & Cie (Europe)
Germany
$3.33M -$2.09M -24,804 -40%
FTDI
723
First Trust Direct Indexing
Massachusetts
$3.33M +$444K +5,282 +17%
SAM
724
Strategy Asset Managers
California
$3.33M -$731K -8,685 -19%
AGP
725
Autumn Glory Partners
Texas
$3.32M +$467K +5,552 +18%

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.