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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
FAM
726
Fred Alger Management
New York
$3.31M +$201K +2,390 +7%
CGI
727
Comgest Global Investors
France
$3.3M
ITC
728
Inspire Trust Company
Nevada
$3.29M +$504K +5,993 +20%
BIM
729
Bridges Investment Management
Nebraska
$3.27M -$47.6K -566 -2%
ECM
730
Exchange Capital Management
Michigan
$3.27M -$2.94K -35 -0.1%
OSNBOA
731
Old Second National Bank of Aurora
Illinois
$3.26M +$3.11K +37 +0.1%
HCM
732
Hengehold Capital Management
Ohio
$3.24M +$228K +2,714 +8%
WKWM
733
Walter & Keenan Wealth Management
Indiana
$3.22M -$76.6K -911 -2%
VIM
734
VELA Investment Management
Ohio
$3.2M -$1.3M -15,459 -30%
FFN
735
Focus Financial Network
Minnesota
$3.19M -$122K -1,447 -4%
FT
736
Fiduciary Trust
Massachusetts
$3.18M +$11.9K +142 +0.4%
MJP
737
Michael J. Puzo
$3.18M -$903K -10,730 -23%
MCB
738
Morton Community Bank
Illinois
$3.15M -$24.4K -290 -0.8%
NIC
739
Northwest Investment Counselors
Oregon
$3.13M +$73.1K +869 +3%
MFS
740
Mattson Financial Services
Michigan
$3.12M -$23K -273 -0.7%
IA
741
IFG Advisory
Georgia
$3.11M +$491K +5,840 +20%
VNA
742
Valley National Advisers
Pennsylvania
$3.1M -$3.96M -47,024 -58%
MSAM
743
Moloney Securities Asset Management
Missouri
$3.1M +$80.6K +958 +3%
MGWM
744
Marks Group Wealth Management
Minnesota
$3.08M -$7.37M -87,561 -72%
AP
745
Appleton Partners
Massachusetts
$3.08M -$140K -1,665 -5%
OAM
746
Ostrum Asset Management
France
$3.07M -$74.6K -887 -3%
ACM
747
Argyle Capital Management
Pennsylvania
$3.07M -$191K -2,270 -6%
EGM
748
Engineers Gate Manager
New York
$3.06M -$3.24M -38,515 -53%
SCP
749
Shorepoint Capital Partners
Massachusetts
$3.06M +$126K +1,495 +5%
HAS
750
HBW Advisory Services
California
$3.06M +$44.6K +530 +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.