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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
PTC
1226
Private Trust Company
Ohio
$745K +$12.3K +150 +2%
CHAM
1227
Clear Harbor Asset Management
Connecticut
$744K
SIM
1228
Studio Investment Management
Illinois
$742K +$126K +1,534 +20%
NF
1229
Nvest Financial
New Hampshire
$741K +$136K +1,655 +21%
DFG
1230
Demars Financial Group
Washington
$741K +$179K +2,181 +30%
CAM
1231
Cidel Asset Management
Ontario, Canada
$740K +$36.2K +441 +5%
UCB
1232
United Community Bank
South Carolina
$739K -$230K -2,810 -23%
VIP
1233
Vista Investment Partners
Oklahoma
$738K +$1.72K +21 +0.2%
GBT
1234
Grove Bank & Trust
Florida
$737K +$55.1K +672 +8%
MM
1235
MQS Management
New York
$737K +$294K +3,587 +62%
NRG
1236
Nemes Rush Group
Michigan
$737K -$310K -3,780 -29%
KA
1237
Kure Advisory
Minnesota
$736K +$2.62K +32 +0.3%
DI
1238
Diligent Investors
California
$733K
FMTCOCP
1239
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$732K -$18.8K -229 -2%
PI
1240
PFG Investments
New York
$727K -$89.4K -1,090 -11%
MA
1241
Montag & Associates
Georgia
$725K -$33.7K -411 -4%
BCWM
1242
Bartlett & Co Wealth Management
Ohio
$723K -$8.2K -100 -1%
MSS
1243
Mitchell Sinkler & Starr
Pennsylvania
$722K +$27.1K +331 +4%
WP
1244
WealthPLAN Partners
Nebraska
$718K -$14.9K -182 -2%
WCM
1245
Washington Capital Management
Washington
$716K -$14.8K -180 -2%
AWM
1246
Aspire Wealth Management
Massachusetts
$709K
BAM
1247
Blueshift Asset Management
New Jersey
$707K +$511K +6,237 +228%
PGWM
1248
Pitti Group Wealth Management
New York
$706K -$11.5K -140 -2%
SB
1249
Simmons Bank
Arkansas
$705K -$13.4K -163 -2%
EWM
1250
Empirical Wealth Management
Washington
$704K +$87.9K +1,072 +14%

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.