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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
DIP
1101
DT Investment Partners
Pennsylvania
$1M +$11.6K +142 +1%
ACA
1102
Anchor Capital Advisors
Massachusetts
$1M
KPP
1103
Kings Path Partners
Texas
$998K +$1.04M +12,677 New
BSB
1104
Bangor Savings Bank
Maine
$996K +$52.6K +642 +5%
CT
1105
Colonial Trust
South Carolina
$995K +$217K +2,652 +27%
NFG
1106
Nations Financial Group
Iowa
$994K +$397K +4,840 +62%
CTWM
1107
Cherry Tree Wealth Management
Minnesota
$992K -$207K -2,527 -17%
CastleKeep Investment Advisors
1108
CastleKeep Investment Advisors
Connecticut
$986K -$3.12K -38 -0.3%
WTC
1109
WhitTier Trust Company
Nevada
$977K -$109K -1,331 -10%
MSFS
1110
Main Street Financial Solutions
Pennsylvania
$975K +$492 +6 +0%
AWE
1111
Avidian Wealth Enterprises
Texas
$973K -$78.4K -956 -7%
SF
1112
Summit Financial
New Jersey
$966K +$353K +4,308 +55%
PBK
1113
Peoples Bank (Kansas)
Kansas
$965K -$22.1K -270 -2%
EWA
1114
EP Wealth Advisors
California
$965K +$322K +3,931 +47%
JWM
1115
Jupiter Wealth Management
Colorado
$964K
NP
1116
NorthRock Partners
Minnesota
$963K -$21.8K -266 -2%
MCA
1117
Magnolia Capital Advisors
Mississippi
$960K +$1M +12,203 New
CWM
1118
Cornerstone Wealth Management
Missouri
$960K +$45K +549 +5%
SKK
1119
Shepherd Kaplan Krochuk
Massachusetts
$958K +$998K +12,170 New
HIP
1120
HUB Investment Partners
Texas
$955K +$195K +2,383 +24%
LA
1121
LVW Advisors
New York
$954K -$309K -3,774 -24%
LCGC
1122
Legacy Capital Group California
California
$952K +$134K +1,633 +16%
CFG
1123
Citizens Financial Group
Rhode Island
$950K +$701K +8,550 +243%
MGIA
1124
Moneta Group Investment Advisors
Missouri
$949K -$97.7K -1,192 -9%
VSQM
1125
V-Square Quantitative Management
Illinois
$949K -$530K -6,465 -35%

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.