We are live on ! Find out more
MDT icon

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
KA
1276
Kovack Advisors
Florida
$657K -$41.2K -502 -6%
CFG
1277
Cooper Financial Group
California
$657K -$8.69K -106 -1%
MFA
1278
Mayflower Financial Advisors
Massachusetts
$655K -$1.56K -19 -0.2%
MTC
1279
McDaniel Terry & Co
Texas
$655K -$22.4K -273 -3%
BC
1280
Burney Company
Virginia
$654K -$30.7K -375 -4%
BCA
1281
Bray Capital Advisors
Florida
$653K -$8.44K -103 -1%
DG
1282
DMC Group
Alabama
$652K -$80.2K -978 -11%
VC
1283
Vicus Capital
Pennsylvania
$649K -$30.7K -375 -4%
WT
1284
Whittier Trust
California
$648K -$104K -1,266 -13%
BEI
1285
Benjamin Edwards Inc
Missouri
$648K -$32.2K -393 -5%
VT
1286
Vise Technologies
New York
$648K +$75.4K +920 +13%
LC
1287
Lindbrook Capital
California
$646K -$16.1K -197 -2%
IAS
1288
Investment Advisory Services
Texas
$645K -$59.8K -730 -8%
APP
1289
Avantax Planning Partners
Iowa
$642K +$16.8K +205 +3%
GEA
1290
Glen Eagle Advisors
New Jersey
$635K +$12.3K +150 +2%
PCA
1291
Pallas Capital Advisors
Massachusetts
$634K +$85.5K +1,043 +15%
WEG
1292
World Equity Group
Illinois
$634K +$40.6K +495 +7%
CAG
1293
Csenge Advisory Group
Florida
$632K -$287K -3,495 -30%
HWMA
1294
Heritage Wealth Management (Arizona)
Arizona
$629K -$62.8K -766 -9%
HFO
1295
Heritage Family Offices
Arizona
$629K +$655K +7,989 New
CIM
1296
CIM Investment Management
Pennsylvania
$627K -$3.85K -47 -0.6%
VHAM
1297
Van Hulzen Asset Management
California
$625K +$25.3K +308 +4%
BTWM
1298
Baker Tilly Wealth Management
Wisconsin
$623K -$2.16M -26,297 -77%
MWM
1299
Meridian Wealth Management
Kentucky
$623K +$648K +7,910 New
LIM
1300
Loudon Investment Management
New Hampshire
$619K -$5.66K -69 -0.9%

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.