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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
CT
1101
Colonial Trust
South Carolina
$1.13M -$10.4K -124 -1%
JC
1102
Jacobs & Co
California
$1.13M -$778K -9,243 -42%
CCG
1103
Cypress Capital Group
Florida
$1.12M +$235K +2,798 +29%
PK
1104
Pflug Koory
Nebraska
$1.12M +$1.04M +12,408 New
SWA
1105
Stratos Wealth Advisors
Ohio
$1.12M +$384K +4,565 +58%
PCMC
1106
Planning Capital Management Corporation
Pennsylvania
$1.12M +$578K +6,873 +124%
CNBT
1107
Canandaigua National Bank & Trust
New York
$1.1M -$59.8K -711 -5%
TSMHT
1108
Thurston Springer Miller Herd & Titak
Indiana
$1.1M +$160K +1,903 +19%
WTC
1109
WhitTier Trust Company
Nevada
$1.09M -$24.7K -294 -2%
VT
1110
Vise Technologies
New York
$1.09M +$323K +3,844 +47%
JWM
1111
Jupiter Wealth Management
Colorado
$1.08M
AFG
1112
Atomi Financial Group
New York
$1.08M +$272K +3,230 +37%
NRG
1113
Nemes Rush Group
Michigan
$1.08M +$254K +3,019 +32%
HCM
1114
HMS Capital Management
Tennessee
$1.08M +$101K +1,203 +11%
SKK
1115
Shepherd Kaplan Krochuk
Massachusetts
$1.07M -$19.9K -236 -2%
APWA
1116
Atlas Private Wealth Advisors
New Jersey
$1.07M +$97.9K +1,164 +11%
RSA
1117
River Street Advisors
Illinois
$1.07M +$14.6K +173 +1%
BSB
1118
Bangor Savings Bank
Maine
$1.07M -$64.5K -767 -6%
NP
1119
NorthRock Partners
Minnesota
$1.07M -$30.5K -362 -3%
SI
1120
Saxon Interests
Texas
$1.07M +$140K +1,665 +16%
CWM
1121
Calamos Wealth Management
Illinois
$1.06M -$87.2K -1,036 -8%
PWM
1122
Perigon Wealth Management
California
$1.06M +$27.8K +330 +3%
PCA
1123
Pallas Capital Advisors
Massachusetts
$1.05M +$315K +3,747 +48%
BAM
1124
Beaumont Asset Management
Texas
$1.05M +$12.6K +150 +1%
SAM
1125
Sawgrass Asset Management
Florida
$1.05M

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.