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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
ADBIC
776
A.D. Beadell Investment Counsel
Wisconsin
$2.74M -$162K -1,925 -6%
WS
777
Wedbush Securities
California
$2.74M -$335K -3,982 -12%
NW
778
NewEdge Wealth
Pennsylvania
$2.72M +$2.07M +24,579 +437%
DAS
779
Dynamic Advisor Solutions
Arizona
$2.69M -$307K -3,645 -11%
CWM
780
Concentric Wealth Management
California
$2.69M -$94.8K -1,127 -4%
CCM
781
Cohen Capital Management
California
$2.69M
PWA
782
Phoenix Wealth Advisors
North Carolina
$2.69M -$24.6K -293 -1%
VWMG
783
Virginia Wealth Management Group
Virginia
$2.68M +$639K +7,600 +34%
SAI
784
Systematic Alpha Investments
New Jersey
$2.67M
RCA
785
Resonant Capital Advisors
Wisconsin
$2.67M -$47.4K -564 -2%
MFFIA
786
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.66M -$21K -250 -0.8%
NB
787
NBT Bank
New York
$2.66M -$34.4K -409 -1%
BCP
788
Berkeley Capital Partners
Georgia
$2.65M +$155K +1,838 +7%
USAA
789
United Services Automobile Association
Texas
$2.65M -$654K -7,773 -21%
PWS
790
Proactive Wealth Strategies
Georgia
$2.64M +$2.47M +29,369 New
SAM
791
Sectoral Asset Management
Quebec, Canada
$2.64M -$2.54M -30,201 -51%
SBH
792
Segall Bryant & Hamill
Illinois
$2.64M +$2.47M +29,330 New
VW
793
Vance Wealth
California
$2.64M -$2.22M -26,400 -47%
BRWA
794
B. Riley Wealth Advisors
Florida
$2.63M -$304K -3,616 -11%
ISL
795
Ingalls & Snyder LLC
New York
$2.63M +$588K +6,989 +31%
BCB
796
Brian C. Broderick
$2.62M -$373K -4,435 -13%
CCA
797
Catalyst Capital Advisors
New York
$2.6M +$262K +3,120 +12%
AA
798
Argent Advisors
Louisiana
$2.6M +$47.9K +569 +2%
SPC
799
Sigma Planning Corp
Michigan
$2.6M +$10.4K +124 +0.4%
JFA
800
JNBA Financial Advisors
Minnesota
$2.57M +$40.4K +480 +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.