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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
BIA
1226
Beacon Investment Advisors
Maryland
$785K +$1.09K +13 +0.1%
BFO
1227
Biltmore Family Office
North Carolina
$784K
PCA
1228
Providence Capital Advisors
North Carolina
$783K -$5.16M -61,317 -88%
WCM
1229
Washington Capital Management
Washington
$783K -$33.6K -400 -4%
NFG
1230
Nations Financial Group
Iowa
$781K -$332K -3,952 -31%
MW
1231
Marcum Wealth
Ohio
$778K -$85.1K -1,012 -10%
BC
1232
Burney Company
Virginia
$776K +$25.2K +300 +4%
FPAS
1233
Focus Partners Advisor Solutions
Missouri
$773K -$78.4K -932 -10%
MTC
1234
McDaniel Terry & Co
Texas
$771K +$21K +250 +3%
EWA
1235
Encompass Wealth Advisors
Oregon
$769K
CFG
1236
Cooper Financial Group
California
$766K +$13.7K +163 +2%
VHAM
1237
Van Hulzen Asset Management
California
$764K +$45.3K +539 +7%
QWP
1238
Quotient Wealth Partners
Texas
$763K -$169K -2,008 -19%
BWM
1239
BigSur Wealth Management
Florida
$762K
WMA
1240
West Michigan Advisors
Michigan
$761K -$9.34K -111 -1%
CFSG
1241
Community Financial Services Group
Vermont
$757K -$131K -1,558 -16%
UAS
1242
United Asset Strategies
New York
$751K -$8.25M -98,102 -92%
SC
1243
Syon Capital
California
$751K -$131K -1,554 -16%
AWM
1244
AE Wealth Management
Kansas
$750K -$105K -1,248 -13%
CAG
1245
Csenge Advisory Group
Florida
$745K +$26.2K +311 +4%
IAS
1246
Investment Advisory Services
Texas
$744K +$5.55K +66 +0.8%
SB
1247
Simmons Bank
Arkansas
$744K -$59K -701 -8%
WT
1248
Whittier Trust
California
$742K +$589 +7 +0.1%
FMTCOCP
1249
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$740K -$91.8K -1,091 -12%
SB
1250
Strategic Blueprint
Georgia
$736K -$37.4K -445 -5%

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.