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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
WANY
1176
Wealthspire Advisors (New York)
New York
$900K +$35.4K +421 +4%
FG
1177
Fiduciary Group
Georgia
$899K -$107K -1,273 -11%
FCFC
1178
First Commonwealth Financial Corp
Pennsylvania
$897K +$4.04K +48 +0.5%
BI
1179
Ballast Inc
Kentucky
$896K -$3.95K -47 -0.5%
CPSAC
1180
Chas P. Smith & Associates (CPS)
Florida
$894K -$101K -1,204 -11%
WA
1181
Waverly Advisors
Alabama
$894K +$126K +1,498 +18%
LWANC
1182
Laurel Wealth Advisors (North Carolina)
North Carolina
$892K +$27.3K +325 +3%
TPW
1183
Transatlantique Private Wealth
New York
$891K -$167K -1,990 -17%
DAC
1184
Dividend Assets Capital
South Carolina
$888K -$13.4K -159 -2%
EF
1185
Exeter Financial
Arizona
$887K +$15.6K +186 +2%
CTFG
1186
Capstone Triton Financial Group
Oklahoma
$882K -$12.8K -152 -2%
DC
1187
Diametric Capital
Massachusetts
$876K +$819K +9,735 New
MGIA
1188
Moneta Group Investment Advisors
Missouri
$876K -$196K -2,329 -19%
BWM
1189
Buckley Wealth Management
Nevada
$872K +$17.3K +206 +2%
BCM
1190
BluePath Capital Management
Georgia
$872K +$160K +1,900 +24%
EWM
1191
Empirical Wealth Management
Washington
$870K +$60.4K +718 +8%
VCA
1192
Verdence Capital Advisors
Maryland
$867K +$74.5K +885 +10%
PVI
1193
Pine Valley Investments
New Jersey
$866K -$85.9K -1,021 -10%
DFG
1194
Demars Financial Group
Washington
$863K +$13.8K +164 +2%
CHAM
1195
Clear Harbor Asset Management
Connecticut
$861K +$9.34K +111 +1%
MSS
1196
Mitchell Sinkler & Starr
Pennsylvania
$860K +$56K +666 +7%
RIL
1197
Rothschild Investment LLC
Illinois
$858K -$13.4K -159 -2%
EWA
1198
Etesian Wealth Advisors
Oregon
$852K -$8.5K -101 -1%
VIP
1199
Vista Investment Partners
Oklahoma
$851K +$6.56K +78 +0.8%
JWCA
1200
J.W. Cole Advisors
Florida
$851K -$380K -4,514 -32%

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.