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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
HI
1201
Harbour Investments
Wisconsin
$850K -$130K -1,546 -14%
MCC
1202
Malaga Cove Capital
California
$849K -$10.2K -121 -1%
PPWM
1203
Paragon Private Wealth Management
Kentucky
$848K +$70.3K +836 +10%
KC
1204
Kades & Cheifetz
Pennsylvania
$848K -$8.33K -99 -1%
CAM
1205
Cidel Asset Management
Ontario, Canada
$847K
VA
1206
Valmark Advisers
Ohio
$846K -$6.48K -77 -0.8%
SWM
1207
Spire Wealth Management
Virginia
$843K -$85.5K -1,016 -10%
BCWM
1208
Bartlett & Co Wealth Management
Ohio
$842K +$15K +178 +2%
KA
1209
Kure Advisory
Minnesota
$839K -$2.94K -35 -0.4%
DI
1210
Diligent Investors
California
$839K
GBT
1211
Grove Bank & Trust
Florida
$838K -$4.63K -55 -0.6%
IAS
1212
Insigneo Advisory Services
Florida
$837K -$188K -2,239 -19%
PTC
1213
Private Trust Company
Ohio
$824K -$26.1K -310 -3%
LJAC
1214
L.J. Altfest & Co
New York
$820K -$30.9K -367 -4%
AWM
1215
Aspire Wealth Management
Massachusetts
$811K
SFSG
1216
Sound Financial Strategies Group
Mississippi
$811K +$19.9K +236 +3%
WAS
1217
Winch Advisory Services
Wisconsin
$808K -$129K -1,537 -15%
PGFC
1218
Peapack-Gladstone Financial Corp
New Jersey
$805K -$153K -1,822 -17%
PP
1219
Patten & Patten
Tennessee
$805K +$146K +1,731 +24%
VCM
1220
Violich Capital Management
California
$798K
FSA
1221
Financial Sense Advisors
California
$790K -$2.94K -35 -0.4%
FNBTCON
1222
First National Bank & Trust Co of Newtown
Pennsylvania
$790K -$7.99K -95 -1%
PW
1223
Paladin Wealth
Minnesota
$789K +$738K +8,768 New
CP
1224
CenterBook Partners
Connecticut
$789K -$4.32M -51,338 -85%
BFA
1225
Beacon Financial Advisory
Ohio
$787K -$1.77K -21 -0.2%

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.