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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
BP
1051
Ballentine Partners
Massachusetts
$1.15M +$64.4K +786 +6%
SIAP
1052
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.13M +$4.1K +50 +0.3%
IAIM
1053
International Assets Investment Management
Florida
$1.13M -$5.33K -65 -0.4%
KWA
1054
Kingswood Wealth Advisors
California
$1.13M +$198K +2,414 +20%
AWM
1055
Aberdeen Wealth Management
Illinois
$1.12M +$57.5K +701 +5%
AWM
1056
Avior Wealth Management
Nebraska
$1.12M -$66.7K -813 -5%
PT
1057
Plimoth Trust
Massachusetts
$1.12M -$763K -9,313 -40%
WSC
1058
Wellington Shields & Co
New York
$1.12M +$49.2K +600 +4%
FIM
1059
Freedom Investment Management
Connecticut
$1.11M -$793K -9,669 -41%
IRC
1060
Investors Research Corp
Georgia
$1.11M
IAN
1061
Integrated Advisors Network
Texas
$1.1M -$3.18M -38,796 -73%
CIAS
1062
CFS Investment Advisory Services
New Jersey
$1.1M -$56.2K -686 -5%
AIP
1063
Ameritas Investment Partners
Nebraska
$1.1M -$34.8K -425 -3%
JWCA
1064
J.W. Cole Advisors
Florida
$1.1M -$265K -3,233 -19%
CI
1065
Cigna Investments
Connecticut
$1.1M -$7.79K -95 -0.7%
OF
1066
Outfitter Financial
Maine
$1.1M -$15.2K -185 -1%
DA
1067
Doliver Advisors
Texas
$1.09M -$67.2K -820 -6%
HCM
1068
Hodges Capital Management
Texas
$1.09M -$1.79M -21,861 -61%
UB
1069
UMB Bank
Missouri
$1.08M -$14.3K -174 -1%
LD
1070
Lipe & Dalton
New York
$1.08M +$58.2K +710 +5%
FFM
1071
Forum Financial Management
Illinois
$1.08M -$6.72K -82 -0.6%
NRS
1072
Neville Rodie & Shaw
New York
$1.08M
MNBTD
1073
Moody National Bank Trust Division
Texas
$1.08M +$132K +1,613 +13%
SL
1074
Sentry LLC
Tennessee
$1.07M
ARA
1075
Alexander Randolph Advisory
Virginia
$1.06M

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.