We are live on ! Find out more
MDT icon

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
IFU
951
iSAM Funds (UK)
United Kingdom
$1.6M -$545K -6,480 -27%
TA
952
Tectonic Advisors
Texas
$1.6M -$43.1K -512 -3%
VFA
953
Valeo Financial Advisors
Indiana
$1.6M -$96.2K -1,144 -6%
TCOT
954
Trust Company of Toledo
Ohio
$1.6M +$49K +583 +3%
CAM
955
Cypress Asset Management
Texas
$1.59M -$14.7K -175 -1%
BC
956
Bowman & Company
Wisconsin
$1.59M +$144K +1,712 +11%
FIM
957
Fernwood Investment Management
Massachusetts
$1.59M -$82.9K -985 -5%
CA
958
Claro Advisors
Massachusetts
$1.58M +$229K +2,723 +18%
WIM
959
Westside Investment Management
California
$1.58M
PWS
960
Peterson Wealth Services
Utah
$1.58M +$115K +1,363 +8%
NEAM
961
New England Asset Management
Connecticut
$1.58M -$104K -1,235 -7%
PPWP
962
Premier Path Wealth Partners
New Jersey
$1.58M +$32.7K +389 +2%
SCM
963
Suvretta Capital Management
New York
$1.57M
PL
964
Perpetual Ltd
Australia
$1.56M -$30.8M -365,952 -95%
AAS
965
Ameritas Advisory Services
Nebraska
$1.56M +$46.9K +558 +3%
SFG
966
SNS Financial Group
Minnesota
$1.54M -$15.4K -183 -1%
KIA
967
KCM Investment Advisors
California
$1.54M -$474K -5,638 -25%
VVP
968
Venture Visionary Partners
Ohio
$1.54M -$97.8K -1,162 -6%
WWM
969
Wolff Wiese Magana
California
$1.54M +$17.2K +205 +1%
LWAM
970
Legacy Wealth Asset Management
Minnesota
$1.53M -$90.5K -1,076 -6%
SSW
971
Stone Summit Wealth
Florida
$1.52M -$18.7K -222 -1%
BPA
972
Beacon Pointe Advisors
California
$1.51M -$1.97M -23,379 -58%
CFGS
973
Concourse Financial Group Securities
Alabama
$1.51M -$25.8K -307 -2%
SW
974
Simplicity Wealth
New Jersey
$1.5M -$4.69M -55,740 -77%
OA
975
Oak Associates
Ohio
$1.5M

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.