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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
BSTWA
1276
Blake Schutter Theil Wealth Advisors
Ohio
$700K +$654K +7,776 New
BCA
1277
Bray Capital Advisors
Florida
$699K -$44.6K -530 -6%
JPWM
1278
Jamison Private Wealth Management
Georgia
$698K +$7.74K +92 +1%
SWM
1279
SeaCrest Wealth Management
New York
$695K -$441K -5,247 -40%
CFG
1280
Copley Financial Group
California
$694K +$648K +7,706 New
MA
1281
Montag & Associates
Georgia
$685K -$133K -1,585 -17%
FFA
1282
First Foundation Advisors
California
$685K -$292K -3,467 -31%
LIM
1283
Loudon Investment Management
New Hampshire
$685K -$21.6K -257 -3%
UWM
1284
USAdvisors Wealth Management
Minnesota
$685K
TFA
1285
Transamerica Financial Advisors
Florida
$683K +$68.6K +815 +12%
PWMG
1286
Prestige Wealth Management Group
New Jersey
$683K -$15.5K -184 -2%
RGC
1287
Roberts, Glore & Co
Illinois
$681K -$14.7K -175 -2%
MWM
1288
Meridian Wealth Management
Kentucky
$679K -$31.2K -371 -5%
LC
1289
LCNB Corp
Ohio
$677K
AIA
1290
Angeles Investment Advisors
California
$672K -$450K -5,349 -42%
FFO
1291
Fiduciary Family Office
Florida
$672K +$148K +1,763 +31%
NWAG
1292
Net Worth Advisory Group
Utah
$671K +$627K +7,448 New
NRD
1293
Nebula Research & Development
New York
$669K -$2.16M -25,721 -78%
SLWA
1294
San Luis Wealth Advisors
California
$668K +$349K +4,146 +127%
FCMC
1295
Founders Capital Management (Connecticut)
Connecticut
$668K +$8.41K +100 +1%
CWP
1296
Cyndeo Wealth Partners
Florida
$666K -$4.79K -57 -0.8%
PMA
1297
Prudent Man Advisors
Illinois
$666K -$2.02K -24 -0.3%
HIC
1298
Hartline Investment Corp
Illinois
$664K
LA
1299
Lynch & Associates
Indiana
$659K +$84.1K +1,000 +16%
NVIM
1300
New Vernon Investment Management
Illinois
$658K

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.