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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
GLR
1001
Great Lakes Retirement
Ohio
$1.28M +$1.32M +16,093 New
PWS
1002
Peterson Wealth Services
Utah
$1.28M +$47.5K +579 +4%
NDSI
1003
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M -$328K -3,995 -20%
VIG
1004
Vienna Insurance Group
Poland
$1.27M +$99K +1,207 +8%
RT
1005
Rockland Trust
Massachusetts
$1.27M -$174K -2,127 -12%
NERM
1006
New England Research & Management
Illinois
$1.26M -$173K -2,112 -12%
KPPF
1007
Klein Pavlis & Peasley Financial
California
$1.26M +$1.31M +15,956 New
BC
1008
Bowman & Company
Wisconsin
$1.26M +$119K +1,451 +10%
MFG
1009
Merit Financial Group
Georgia
$1.25M +$168K +2,045 +15%
BWG
1010
Boomfish Wealth Group
Georgia
$1.25M +$41.1K +501 +3%
NG
1011
Norden Group
Utah
$1.25M -$382K -4,659 -23%
TA
1012
TCM Advisors
West Virginia
$1.24M
NHC
1013
Nicholas Hoffman & Company
Georgia
$1.24M +$7.79K +95 +0.6%
HH
1014
Hilltop Holdings
Texas
$1.24M +$328K +3,997 +34%
DCM
1015
Dudley Capital Management
Virginia
$1.23M -$87.3K -1,065 -6%
PP
1016
Paloma Partners
Connecticut
$1.23M +$1.28M +15,610 New
TAM
1017
Trust Asset Management
Texas
$1.23M
LIM
1018
Longfellow Investment Management
Massachusetts
$1.22M +$8.61K +105 +0.7%
LA
1019
Lakeside Advisors
Washington
$1.21M -$65.1K -794 -5%
LAIC
1020
Lederer & Associates Investment Counsel
California
$1.21M -$54.8K -669 -4%
FB
1021
Fulton Bank
Pennsylvania
$1.21M -$77.1K -940 -6%
VH
1022
Visionary Horizons
Tennessee
$1.21M +$24.1K +294 +2%
NAM
1023
NTV Asset Management
West Virginia
$1.21M -$23.4K -286 -2%
BO
1024
Bank OZK
Arkansas
$1.21M -$406K -4,956 -24%
IIA
1025
ICW Investment Advisors
Arizona
$1.2M -$13.9K -169 -1%

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.