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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
FFA
1326
Fi3 Financial Advisors
Indiana
$572K -$16.5K -201 -3%
ASBI
1327
American State Bank (Iowa)
Iowa
$572K +$12K +146 +2%
HAIM
1328
Hunter Associates Investment Management
Pennsylvania
$571K -$45.5K -555 -7%
SP
1329
Symmetry Partners
Connecticut
$571K +$59K +720 +11%
EA
1330
Everpar Advisors
Oklahoma
$571K +$116K +1,416 +24%
BOS
1331
Bank of Stockton
California
$570K +$2.46K +30 +0.4%
WCM
1332
Windsor Capital Management
Arizona
$569K -$1.23K -15 -0.2%
MC
1333
Martin & Co
Tennessee
$569K -$41.8K -510 -7%
PFG
1334
PAX Financial Group
Texas
$569K -$14.8K -181 -2%
PP
1335
Patten & Patten
Tennessee
$567K -$18.6K -227 -3%
PA
1336
Probity Advisors
Texas
$566K +$209K +2,544 +55%
SN
1337
Sittner & Nelson
Oregon
$561K -$32.6K -398 -5%
HGA
1338
Hobbs Group Advisors
South Carolina
$558K +$581K +7,090 New
SOAMC
1339
Spirit of America Management Corp
New York
$556K
GWM
1340
GSB Wealth Management
Connecticut
$555K +$2.21K +27 +0.4%
RL
1341
Rogco LP
Oklahoma
$555K +$23.9K +291 +4%
BG
1342
Bollard Group
Massachusetts
$551K +$2.71K +33 +0.5%
IIM
1343
InTrack Investment Management
Vermont
$551K +$84K +1,025 +17%
TIAA Trust, National Association
1344
TIAA Trust, National Association
North Carolina
$550K -$89.7K -1,094 -14%
JAG
1345
Journey Advisory Group
Kentucky
$548K -$7.62K -93 -1%
PWP
1346
Phillips Wealth Planners
Mississippi
$546K -$3.44K -42 -0.6%
IWA
1347
IVC Wealth Advisors
Pennsylvania
$546K +$54.7K +667 +11%
TBNY
1348
Trustco Bank (New York)
New York
$545K -$148K -1,800 -21%
HAG
1349
HF Advisory Group
Maryland
$542K +$185K +2,262 +49%
MSA
1350
Marino Stram & Associates
Massachusetts
$540K -$22.5K -275 -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.