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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
FFA
1301
Fi3 Financial Advisors
Indiana
$658K +$3.45K +41 +0.6%
CI
1302
CX Institutional
Indiana
$656K +$51.1K +608 +9%
HAIM
1303
Hunter Associates Investment Management
Pennsylvania
$656K
PFG
1304
PAX Financial Group
Texas
$655K +$4.12K +49 +0.7%
BOS
1305
Bank of Stockton
California
$653K +$505 +6 +0.1%
ASBI
1306
American State Bank (Iowa)
Iowa
$652K -$1.6K -19 -0.3%
UCB
1307
United Community Bank
South Carolina
$651K -$181K -2,151 -23%
MC
1308
Martin & Co
Tennessee
$646K -$4.21K -50 -0.7%
APP
1309
Avantax Planning Partners
Iowa
$645K -$83.1K -988 -12%
NED
1310
Nancy E. Dempze
$643K -$849K -10,091 -59%
SN
1311
Sittner & Nelson
Oregon
$642K +$84 +1 +0%
KSB
1312
Kennebec Savings Bank
Maine
$640K +$598K +7,106 New
CAG
1313
Crestwood Advisors Group
Massachusetts
$638K +$44.2K +525 +8%
RCM
1314
Radnor Capital Management
Pennsylvania
$637K +$109K +1,300 +23%
SOAMC
1315
Spirit of America Management Corp
New York
$636K
BG
1316
Bollard Group
Massachusetts
$633K +$2.94K +35 +0.5%
TAMH
1317
Taikang Asset Management (HK)
Hong Kong
$630K +$589K +7,000 New
PWP
1318
Phillips Wealth Planners
Mississippi
$629K -$8.66K -103 -1%
BWM
1319
Biltmore Wealth Management
Arizona
$623K +$42.9K +510 +8%
BWG
1320
Beta Wealth Group
California
$623K +$25.7K +306 +5%
WCM
1321
Windsor Capital Management
Arizona
$623K -$26.3K -313 -4%
MYIA
1322
Mount Yale Investment Advisors
Colorado
$622K -$261K -3,107 -31%
AF
1323
Advisornet Financial
Minnesota
$620K +$6.48K +77 +1%
MSA
1324
Marino Stram & Associates
Massachusetts
$620K +$2.02K +24 +0.3%
IIM
1325
InTrack Investment Management
Vermont
$619K -$10.3K -123 -2%

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.