We are live on ! Find out more
MDT icon

Medtronic

2,023 hedge funds and large institutions have $83.5B invested in Medtronic in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 823 increasing their positions, 840 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $652M | Put options by funds: $492M

0% more ownership

Funds ownership: 82.71%82.71% (+0%)

2% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 840

3% less funds holding

Funds holding: 2,0752,023 (-52)

13% less capital invested

Capital invested by funds: $95.7B → $83.5B (-$12.2B)

14% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 162

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

Holders
2,023
Holders Change
-52
Holders Change %
-2.51%
% of All Funds
29.22%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.33%
New
140
Increased
823
Reduced
840
Closed
162
Calls
$652M
Puts
$492M
Net Calls
+$160M
Net Calls Change
+$295M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
776
Simplex Trading
Illinois
$2.47M +$2.58M +31,435 New
SW
777
StrongBox Wealth
Missouri
$2.47M +$726K +8,850 +39%
AGP
778
Autumn Glory Partners
Texas
$2.47M
CWM
779
Concentric Wealth Management
California
$2.44M +$90.6K +1,105 +4%
DWM
780
Diversify Wealth Management
Utah
$2.42M +$2.47M +30,131 New
FSA
781
Franklin Street Advisors
North Carolina
$2.42M -$14M -170,649 -85%
GIM
782
Gold Investment Management
Alberta, Canada
$2.41M +$18.8K +229 +0.8%
IAA
783
Independent Advisor Alliance
North Carolina
$2.4M -$1.68M -20,465 -40%
ITC
784
Inspire Trust Company
Nevada
$2.4M +$953K +11,622 +62%
PCG
785
Prosperity Consulting Group
Maryland
$2.4M -$1.44M -17,513 -36%
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$2.4M -$2.39M -29,179 -49%
RCA
787
Resonant Capital Advisors
Wisconsin
$2.38M +$33.1K +404 +1%
PWA
788
Phoenix Wealth Advisors
North Carolina
$2.37M +$29.7K +362 +1%
PM
789
Prosight Management
Texas
$2.36M -$12.3M -150,000 -83%
NB
790
NBT Bank
New York
$2.35M +$794K +9,687 +48%
CCM
791
Cohen Capital Management
California
$2.35M +$4.1K +50 +0.2%
MFFIA
792
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.35M
SAI
793
Systematic Alpha Investments
New Jersey
$2.34M
WI
794
Wahed Invest
New York
$2.33M +$273K +3,330 +13%
NC
795
NovaPoint Capital
Georgia
$2.32M +$82.6K +1,007 +4%
AI
796
Atom Investors
Texas
$2.32M -$3.22M -39,268 -57%
LWL
797
Leo Wealth LLC
Texas
$2.32M +$232K +2,824 +11%
GLA
798
Great Lakes Advisors
Illinois
$2.28M -$1.13M -13,727 -32%
ONSWM
799
Old North State Wealth Management
North Carolina
$2.26M +$135K +1,647 +6%
WAM
800
Wolverine Asset Management
Illinois
$2.26M +$1.95M +23,822 +485%

MDT Hedge Fund Activity: Q2 2024 in Review

2,023 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2024, worth a combined $83.5B — down 13% from $95.7B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of MDT and 140 opened new positions — a net loss of 22 holders — while 840 trimmed existing stakes and 823 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $650M.

  • 2,023 institutional investors held Medtronic (MDT) as of Q2 2024, down from 2,075 in Q1 2024.
  • Funds reported $83.5B of Medtronic stock for Q2 2024, down 13% quarter-over-quarter.
  • 140 funds opened new Medtronic positions in Q2 2024 and 162 closed out, a net change of -22 holders.
  • The largest Medtronic buyer in Q2 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $139M added.
  • The largest Medtronic seller in Q2 2024 was T. Rowe Price Associates, an estimated $650M sold.

Based on aggregated 13F filings for Q2 2024.