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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
BJL
1201
Brighton Jones LLC
Washington
$776K -$57.1K -696 -7%
MC
1202
Machina Capital
France
$775K +$807K +9,840 New
JE
1203
JMAC Enterprises
Pennsylvania
$771K
LI
1204
LRI Investments
Florida
$769K +$494K +6,025 +161%
NAMP
1205
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K -$17.2K -210 -2%
GI
1206
GAMMA Investing
California
$766K +$226K +2,760 +40%
CTC
1207
Central Trust Company
Missouri
$766K -$113K -1,376 -12%
ONB
1208
Old National Bancorp
Indiana
$764K -$10.4K -127 -1%
RIL
1209
Rothschild Investment LLC
Illinois
$763K -$18.2K -222 -2%
CCG
1210
Cypress Capital Group
Florida
$762K -$2.79K -34 -0.4%
EF
1211
Exeter Financial
Arizona
$761K +$23K +280 +3%
CC
1212
Centiva Capital
New York
$761K +$792K +9,666 New
MW
1213
Marcum Wealth
Ohio
$760K +$5.41K +66 +0.7%
FPF
1214
First Pacific Financial
Washington
$758K -$19.8K -242 -2%
LWANC
1215
Laurel Wealth Advisors (North Carolina)
North Carolina
$755K -$65.6K -800 -8%
AWM
1216
AE Wealth Management
Kansas
$754K +$155K +1,896 +25%
WANY
1217
Wealthspire Advisors (New York)
New York
$753K -$29.1K -355 -4%
EWA
1218
Etesian Wealth Advisors
Oregon
$752K -$37.9K -462 -5%
MCC
1219
Malaga Cove Capital
California
$752K -$8.61K -105 -1%
FPAS
1220
Focus Partners Advisor Solutions
Missouri
$749K -$363K -4,430 -32%
KC
1221
Kades & Cheifetz
Pennsylvania
$749K +$14.6K +178 +2%
SM
1222
Sciencast Management
New Jersey
$746K -$694K -8,461 -47%
LJAC
1223
L.J. Altfest & Co
New York
$746K +$3.44K +42 +0.4%
BWM
1224
Buckley Wealth Management
Nevada
$746K -$8.2K -100 -1%
VA
1225
Valmark Advisers
Ohio
$746K +$58.9K +718 +8%

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.