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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
KWM
901
Kingsview Wealth Management
Oregon
$1.89M +$185K +2,197 +12%
PTP
902
Platform Technology Partners
New York
$1.88M -$2.78K -33 -0.2%
IF
903
Intrua Financial
Texas
$1.87M -$112K -1,327 -6%
ET
904
Equitable Trust
Tennessee
$1.86M +$325K +3,869 +23%
CW
905
CreativeOne Wealth
Kansas
$1.86M +$1.28M +15,225 +280%
AFG
906
Albion Financial Group
Utah
$1.86M +$757 +9 +0%
KOC
907
Koss-Olinger Consulting
Florida
$1.85M -$108K -1,282 -6%
LBC
908
Lowe Brockenbrough & Co
Virginia
$1.85M -$66.7K -793 -4%
BCM
909
Blume Capital Management
California
$1.85M +$42.1K +500 +2%
PAM
910
Paradigm Asset Management
New York
$1.85M
RCG
911
Regatta Capital Group
California
$1.83M -$25.3K -301 -1%
QWM
912
Quadcap Wealth Management
Texas
$1.83M -$185K -2,200 -10%
FHB
913
First Hawaiian Bank
Hawaii
$1.81M +$141K +1,682 +9%
WB
914
WesBanco Bank
West Virginia
$1.81M -$388K -4,607 -19%
OM
915
OV Management
Minnesota
$1.81M +$237K +2,821 +16%
CT
916
Clearstead Trust
Maine
$1.8M +$1.6M +19,000 +1,955%
MFA
917
Millington Financial Advisors
Illinois
$1.77M +$52.4K +623 +3%
AWM
918
Allen Wealth Management
North Carolina
$1.76M +$176K +2,097 +12%
MCWS
919
McKinley Carter Wealth Services
West Virginia
$1.76M +$113K +1,348 +7%
HSA
920
HBK Sorce Advisory
Pennsylvania
$1.74M -$142K -1,692 -8%
TWM
921
Tradition Wealth Management
Minnesota
$1.74M -$159K -1,895 -9%
WCM Investment Management
922
WCM Investment Management
California
$1.74M +$1.64M +19,467 New
V
923
ViaWealth
Kansas
$1.73M +$115K +1,365 +8%
BFA
924
Brown Financial Advisors
Ohio
$1.72M -$268K -3,185 -14%
SRC
925
Shufro Rose & Co
New York
$1.71M

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.