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Medtronic

2,123 hedge funds and large institutions have $85.3B invested in Medtronic in 2024 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 790 increasing their positions, 887 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 153

3% more funds holding

Funds holding: 2,0632,123 (+60)

1.19% more ownership

Funds ownership: 82.05%83.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

7% less call options, than puts

Call options by funds: $586M | Put options by funds: $632M

10% less capital invested

Capital invested by funds: $94.6B → $85.3B (-$9.36B)

11% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 887

Holders
2,123
Holders Change
+60
Holders Change %
+2.91%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
244
Increased
790
Reduced
887
Closed
153
Calls
$586M
Puts
$632M
Net Calls
-$45.5M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
1076
1ST Source Bank
Indiana
$1.07M -$37.7K -436 -3%
LAM
1077
Lingohr Asset Management
Germany
$1.07M +$1.17M +13,461 New
LA
1078
Lakeside Advisors
Washington
$1.07M -$155K -1,795 -12%
ECM
1079
Evergreen Capital Management
Washington
$1.07M -$40.4K -467 -3%
NRI
1080
NFP Retirement Inc
California
$1.07M -$74.8K -864 -6%
CIAS
1081
CFS Investment Advisory Services
New Jersey
$1.07M -$28K -323 -2%
HPC
1082
HM Payson & Co
Maine
$1.07M -$117K -1,355 -9%
LFA
1083
Legacy Financial Advisors
Kentucky
$1.06M +$28.6K +330 +3%
SC
1084
Schulhoff & Co
Ohio
$1.06M -$95.5K -1,103 -8%
WCM
1085
Whitener Capital Management
North Carolina
$1.06M -$25.4K -293 -2%
LCGC
1086
Legacy Capital Group California
California
$1.06M +$52.2K +603 +5%
LD
1087
Lipe & Dalton
New York
$1.06M -$40.9K -472 -3%
MWS
1088
Maxwell Wealth Strategies
California
$1.05M -$210K -2,422 -16%
PAM
1089
Parvin Asset Management
South Dakota
$1.05M +$1.14M +13,170 New
OF
1090
Outfitter Financial
Maine
$1.05M -$9.09K -105 -0.8%
VIG
1091
Vienna Insurance Group
Poland
$1.05M -$297K -3,434 -21%
CI
1092
Cigna Investments
Connecticut
$1.04M -$11.8K -136 -1%
MJP
1093
Michael J. Puzo
$1.04M -$1.93M -22,243 -63%
SMC
1094
Smith, Moore & Co
Missouri
$1.04M -$44.9K -519 -4%
ISB
1095
Iowa State Bank
Iowa
$1.04M -$87 -1 -0%
LCM
1096
Leisure Capital Management
California
$1.04M +$20.8K +240 +2%
BFG
1097
Beacon Financial Group
Texas
$1.04M -$235K -2,712 -17%
DA
1098
Doliver Advisors
Texas
$1.04M -$55.4K -640 -5%
NSEDCP
1099
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M
SACTSONJ
1100
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.04M

MDT Hedge Fund Activity: Q4 2024 in Review

2,123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2024, worth a combined $85.3B — down 9.9% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new MDT positions and 153 closed out — a net gain of 91 holders — while 790 added to existing stakes and 887 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $409M. The largest seller was Wellington Management Group, cutting an estimated $520M.

  • 2,123 institutional investors held Medtronic (MDT) as of Q4 2024, up from 2,063 in Q3 2024.
  • Funds reported $85.3B of Medtronic stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 244 funds opened new Medtronic positions in Q4 2024 and 153 closed out, a net change of +91 holders.
  • The largest Medtronic buyer in Q4 2024 was Beutel, Goodman & Co, an estimated $409M added.
  • The largest Medtronic seller in Q4 2024 was Wellington Management Group, an estimated $520M sold.

Based on aggregated 13F filings for Q4 2024.