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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
AI
1176
Accredited Investors
Minnesota
$831K -$64.1K -782 -7%
WAS
1177
Winch Advisory Services
Wisconsin
$828K +$10.2K +124 +1%
QWP
1178
Quotient Wealth Partners
Texas
$825K -$1.25M -15,192 -59%
CIC
1179
Cornercap Investment Counsel
Georgia
$821K -$13.3K -162 -2%
SWM
1180
Spire Wealth Management
Virginia
$817K -$321K -3,911 -27%
FPWM
1181
FSB Premier Wealth Management
Iowa
$815K +$194K +2,363 +30%
CT
1182
Chicago Trust
Illinois
$813K +$20.2K +246 +2%
SFI
1183
SPC Financial Inc
Maryland
$811K +$88.6K +1,081 +12%
TSMHT
1184
Thurston Springer Miller Herd & Titak
Indiana
$809K +$842K +10,276 New
RWM
1185
Ritholtz Wealth Management
New York
$802K +$1.23K +15 +0.1%
SI
1186
Saxon Interests
Texas
$802K +$21.8K +266 +3%
TCOO
1187
Trust Company of Oklahoma
Oklahoma
$801K -$172K -2,095 -17%
IMC Chicago
1188
IMC Chicago
Illinois
$793K +$826K +10,079 New
DAC
1189
Dividend Assets Capital
South Carolina
$789K -$426K -5,198 -34%
ACA
1190
Aptus Capital Advisors
Alabama
$788K +$145K +1,774 +22%
MYIA
1191
Mount Yale Investment Advisors
Colorado
$788K +$228K +2,786 +39%
BI
1192
Ballast Inc
Kentucky
$787K +$127K +1,549 +18%
CFSG
1193
Community Financial Services Group
Vermont
$785K -$316K -3,855 -28%
SDWIA
1194
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$784K +$5.66K +69 +0.7%
RWP
1195
RWA Wealth Partners
Massachusetts
$783K -$104K -1,270 -11%
CTFG
1196
Capstone Triton Financial Group
Oklahoma
$783K +$45K +549 +6%
MS
1197
Maven Securities
Jersey
$782K +$814K +9,934 New
AIC
1198
Archer Investment Corporation
Indiana
$780K +$8.03K +98 +1%
FCFC
1199
First Commonwealth Financial Corp
Pennsylvania
$780K +$114K +1,392 +16%
SC
1200
Syon Capital
California
$779K +$93.3K +1,138 +13%

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.