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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
VVP
951
Venture Visionary Partners
Ohio
$1.44M +$53.9K +657 +4%
AIA
952
AIMZ Investment Advisors
California
$1.44M -$5.82K -71 -0.4%
MCWS
953
McKinley Carter Wealth Services
West Virginia
$1.43M +$39.7K +484 +3%
CBTWT
954
Community Bank & Trust (Waco, Texas)
Texas
$1.43M -$34.7K -423 -2%
LWAM
955
Legacy Wealth Asset Management
Minnesota
$1.42M +$17.5K +214 +1%
COCM
956
Charter Oak Capital Management
New Hampshire
$1.42M -$20.9K -255 -1%
MAS
957
Meeder Advisory Services
Ohio
$1.42M +$365K +4,451 +33%
NW
958
Naviter Wealth
Arkansas
$1.42M +$182K +2,225 +14%
CAM
959
Cypress Asset Management
Texas
$1.41M -$227K -2,768 -13%
KFP
960
KMG Fiduciary Partners
Ohio
$1.41M +$123K +1,502 +9%
V
961
ViaWealth
Kansas
$1.4M +$173K +2,105 +13%
IIM
962
INTECH Investment Management
Florida
$1.4M -$780K -9,510 -35%
GWMR
963
GC Wealth Management RIA
Massachusetts
$1.39M +$320K +3,906 +29%
WIM
964
Westside Investment Management
California
$1.38M +$55.5K +677 +4%
GWM
965
Gibbs Wealth Management
Georgia
$1.38M +$331K +4,032 +30%
BBA
966
Baader Bank Aktiengesellschaft
Germany
$1.38M +$214K +2,613 +18%
AA
967
AlphaCentric Advisors
Puerto Rico
$1.38M -$246K -3,000 -15%
AWM
968
Allen Wealth Management
North Carolina
$1.38M +$93.3K +1,138 +7%
SCM
969
Suvretta Capital Management
New York
$1.37M
YIH
970
Y-Intercept (HK)
Hong Kong
$1.37M -$1.83M -22,330 -56%
SWK
971
Stephen W. Kidder
$1.37M -$198K -2,415 -12%
FRM
972
Fox Run Management
Connecticut
$1.37M +$1.43M +17,399 New
SFG
973
SNS Financial Group
Minnesota
$1.37M +$2.29K +28 +0.2%
OM
974
OV Management
Minnesota
$1.36M +$19.3K +236 +1%
NED
975
Nancy E. Dempze
$1.36M -$5.74K -70 -0.4%

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.