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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
VCM
1251
Violich Capital Management
California
$698K
FNBTCON
1252
First National Bank & Trust Co of Newtown
Pennsylvania
$698K -$2.46K -30 -0.3%
RC
1253
Rovin Capital
Arizona
$696K +$50.9K +621 +8%
FSA
1254
Financial Sense Advisors
California
$693K +$722K +8,809 New
SFSG
1255
Sound Financial Strategies Group
Mississippi
$690K +$719K +8,771 New
AFG
1256
Atomi Financial Group
New York
$689K -$116K -1,410 -14%
BFA
1257
Beacon Financial Advisory
Ohio
$689K +$113K +1,383 +19%
VCA
1258
Verdence Capital Advisors
Maryland
$688K -$98.8K -1,205 -12%
BFO
1259
Biltmore Family Office
North Carolina
$686K +$9.84K +120 +1%
BIA
1260
Beacon Investment Advisors
Maryland
$685K -$27.1K -330 -4%
IC
1261
Inscription Capital
Texas
$681K +$10.2K +124 +1%
CFO
1262
CVA Family Office
Colorado
$679K -$31.9K -389 -4%
SB
1263
Strategic Blueprint
Georgia
$679K -$38K -464 -5%
PPWM
1264
Paragon Private Wealth Management
Kentucky
$676K -$20.1K -245 -3%
WMA
1265
West Michigan Advisors
Michigan
$675K -$1.78M -21,770 -72%
BC
1266
Bridgefront Capital
Texas
$674K +$702K +8,563 New
JFL
1267
Jarislowsky, Fraser Ltd
Quebec, Canada
$673K -$38K -464 -5%
MHS
1268
M Holdings Securities
Oregon
$673K +$698K +8,515 New
EWA
1269
Encompass Wealth Advisors
Oregon
$672K
BWM
1270
BigSur Wealth Management
Florida
$667K -$65.6K -800 -9%
WWM
1271
Western Wealth Management
Colorado
$665K -$319K -3,895 -32%
FHA
1272
Flagship Harbor Advisors
Massachusetts
$664K +$6.48K +79 +0.9%
KFS
1273
Keynote Financial Services
Connecticut
$664K -$7.38K -90 -1%
WA
1274
Waverly Advisors
Alabama
$664K +$192K +2,338 +38%
WAP
1275
Wealthcare Advisory Partners
Pennsylvania
$662K +$2.95K +36 +0.4%

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.