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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
NRI
1026
NFP Retirement Inc
California
$1.2M -$358K -4,364 -22%
SFS
1027
Sowell Financial Services
Arkansas
$1.2M +$160K +1,950 +15%
VA
1028
Vident Advisory
Georgia
$1.2M +$203K +2,475 +19%
AWMT
1029
AAFMAA Wealth Management & Trust
North Carolina
$1.2M
HNWAG
1030
High Net Worth Advisory Group
Florida
$1.19M -$41K -500 -3%
SC
1031
Schulhoff & Co
Ohio
$1.19M +$1.64K +20 +0.1%
I
1032
InceptionR
California
$1.19M +$1.24M +15,093 New
PA
1033
Procyon Advisors
Connecticut
$1.19M +$85.8K +1,047 +7%
PBT
1034
Pictet Bank & Trust
Bahamas
$1.18M
STA
1035
Summit Trail Advisors
New York
$1.18M +$13.9K +169 +1%
1SB
1036
1ST Source Bank
Indiana
$1.18M -$49.3K -601 -4%
FIA
1037
Foundations Investment Advisors
Arizona
$1.17M +$58.8K +717 +5%
CPW
1038
Cove Private Wealth
New York
$1.17M
CA
1039
Claro Advisors
Massachusetts
$1.17M +$101K +1,236 +9%
IIL
1040
Insight Inv LLC
California
$1.17M -$110K -1,345 -8%
OIA
1041
OneDigital Investment Advisors
Kansas
$1.17M +$104K +1,268 +9%
CI
1042
Conning Inc
Connecticut
$1.16M -$1.18M -14,394 -49%
GWWM
1043
Great Waters Wealth Management
Minnesota
$1.16M -$88.2K -1,076 -7%
MWS
1044
Maxwell Wealth Strategies
California
$1.16M -$24.9K -304 -2%
WCBA
1045
Weaver C. Barksdale & Associates
Tennessee
$1.16M -$19.4K -237 -2%
EFS
1046
Essex Financial Services
Connecticut
$1.15M +$183K +2,231 +19%
WCM
1047
Whitener Capital Management
North Carolina
$1.15M +$35.7K +435 +3%
UWS
1048
Unique Wealth Strategies
Illinois
$1.15M
MCA
1049
MSH Capital Advisors
Arizona
$1.15M +$96.7K +1,179 +9%
ATPW
1050
Ashton Thomas Private Wealth
Arizona
$1.15M -$542K -6,609 -31%

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.