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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
BFG
1001
Beacon Financial Group
Texas
$1.42M -$122K -1,455 -8%
IIA
1002
ICW Investment Advisors
Arizona
$1.41M +$37.2K +442 +3%
LIM
1003
Longfellow Investment Management
Massachusetts
$1.41M +$7.91K +94 +0.6%
TAM
1004
Trust Asset Management
Texas
$1.4M
MWS
1005
Maxwell Wealth Strategies
California
$1.4M +$71.7K +852 +6%
AIP
1006
Ameritas Investment Partners
Nebraska
$1.39M +$123K +1,458 +10%
LAIC
1007
Lederer & Associates Investment Counsel
California
$1.38M -$4.29K -51 -0.3%
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$1.38M -$91.4K -1,086 -7%
DCM
1009
Dudley Capital Management
Virginia
$1.38M -$27.3K -324 -2%
BO
1010
Bank OZK
Arkansas
$1.38M -$5.72K -68 -0.4%
RT
1011
Rockland Trust
Massachusetts
$1.38M -$69.2K -823 -5%
LA
1012
Lakeside Advisors
Washington
$1.37M -$20.4K -243 -2%
SFS
1013
Sowell Financial Services
Arkansas
$1.36M -$7.4K -88 -0.6%
HNWAG
1014
High Net Worth Advisory Group
Florida
$1.36M
KWA
1015
Kingswood Wealth Advisors
California
$1.35M +$58.4K +694 +5%
CPW
1016
Cove Private Wealth
New York
$1.34M
MCA
1017
MSH Capital Advisors
Arizona
$1.33M +$19.8K +235 +2%
CVA
1018
Central Valley Advisors
California
$1.33M +$43.8K +521 +4%
BWG
1019
Boomfish Wealth Group
Georgia
$1.33M -$95.7K -1,138 -7%
HPC
1020
HM Payson & Co
Maine
$1.32M -$485K -5,769 -28%
HH
1021
Hilltop Holdings
Texas
$1.32M -$88.8K -1,056 -7%
CI
1022
Conning Inc
Connecticut
$1.31M -$19.5K -232 -2%
IAN
1023
Integrated Advisors Network
Texas
$1.31M +$41.9K +498 +4%
NERM
1024
New England Research & Management
Illinois
$1.31M -$127K -1,510 -9%
SWM
1025
Sculati Wealth Management
Michigan
$1.31M +$216K +2,572 +22%

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.