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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
SP
826
Stonebrook Private
Michigan
$2.42M -$32.1K -381 -1%
BFO
827
Boston Family Office
Massachusetts
$2.42M
EWM
828
Evercore Wealth Management
New York
$2.42M +$13.5K +160 +0.6%
Kayne Anderson Rudnick Investment Management
829
Kayne Anderson Rudnick Investment Management
California
$2.41M -$313K -3,720 -12%
FHA
830
First Horizon Advisors
Tennessee
$2.41M -$11.1M -132,466 -83%
FW
831
FullCircle Wealth
Texas
$2.41M -$97K -1,153 -4%
BPC
832
Banque Pictet & Cie
Switzerland
$2.41M -$2.93M -34,782 -57%
TCM
833
Twin Capital Management
Pennsylvania
$2.38M -$149K -1,767 -6%
SG Americas Securities
834
SG Americas Securities
New York
$2.38M -$17.5M -207,533 -89%
GAM
835
Garrison Asset Management
Arkansas
$2.37M -$19.8K -235 -0.9%
DCM
836
Delta Capital Management
New Jersey
$2.37M
TCPW
837
Twin City Private Wealth
North Carolina
$2.37M -$116K -1,373 -5%
EWM
838
Evergreen Wealth Management
Michigan
$2.36M +$592K +7,037 +37%
MIM
839
Miller Investment Management
Pennsylvania
$2.36M
FCH
840
Freestone Capital Holdings
Washington
$2.33M -$64.4K -765 -3%
VFA
841
Voya Financial Advisors
Connecticut
$2.3M +$14.2K +169 +0.7%
AC
842
Asio Capital
Kentucky
$2.28M -$2.84M -33,758 -57%
KPPF
843
Klein Pavlis & Peasley Financial
California
$2.26M +$771K +9,168 +57%
RI
844
Ridgewood Investments
New Jersey
$2.26M -$147K -1,748 -7%
FM
845
Foster & Motley
Ohio
$2.26M +$389K +4,619 +23%
CNFG
846
Creegan & Nassoura Financial Group
New Hampshire
$2.25M
HAG
847
HighPoint Advisor Group
Illinois
$2.25M -$246K -2,922 -10%
PAS
848
Park Avenue Securities
New York
$2.25M +$68.1K +809 +3%
LFM
849
LGT Fund Management
Liechtenstein
$2.25M +$107K +1,275 +5%
BIC
850
Beach Investment Counsel
Pennsylvania
$2.25M -$94.9K -1,128 -4%

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.