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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
GWP
1326
Gen-Wealth Partners
Michigan
$616K +$26K +309 +5%
MFA
1327
Mayflower Financial Advisors
Massachusetts
$613K -$127K -1,514 -18%
TIAA Trust, National Association
1328
TIAA Trust, National Association
North Carolina
$607K -$20.9K -248 -4%
WCM
1329
Winthrop Capital Management
Indiana
$606K +$36.3K +431 +7%
SG
1330
StoneX Group
New York
$603K +$144K +1,706 +34%
IB
1331
Intrust Bank
Kansas
$599K +$71.8K +853 +15%
CSB
1332
City State Bank
Iowa
$596K -$104K -1,237 -16%
TBNY
1333
Trustco Bank (New York)
New York
$593K -$27.4K -326 -5%
AFG
1334
ABLE Financial Group
Arizona
$593K +$11K +131 +2%
SWM
1335
Silverlake Wealth Management
Vermont
$593K -$13K -155 -2%
RAM
1336
Redmond Asset Management
Virginia
$592K +$8.08K +96 +1%
AWA
1337
Aaron Wealth Advisors
Illinois
$592K +$229K +2,720 +71%
RL
1338
Rogco LP
Oklahoma
$592K -$40.5K -481 -7%
CWS
1339
Cypress Wealth Services
California
$589K -$10.8K -128 -2%
PFBT
1340
Parkside Financial Bank & Trust
Missouri
$588K +$6.22K +74 +1%
WC
1341
Westhampton Capital
North Carolina
$587K -$84.1K -1,000 -13%
UAG
1342
United Advisor Group
Ohio
$586K +$180K +2,141 +49%
AIM
1343
Aigen Investment Management
New York
$586K +$547K +6,508 New
AP
1344
Americana Partners
Texas
$586K -$13.6K -162 -2%
TF
1345
Tudor Financial
Ohio
$586K +$547K +6,505 New
CCG
1346
Coastwise Capital Group
California
$585K +$92.5K +1,100 +20%
PMSA
1347
Patrick M. Sweeney & Associates
Illinois
$585K +$37.4K +444 +7%
NWMG
1348
Nicholson Wealth Management Group
South Carolina
$583K +$544K +6,472 New
SWIG
1349
Strategic Wealth Investment Group
Kentucky
$582K -$1.77K -21 -0.3%
MWPCG
1350
Measured Wealth Private Client Group
New Hampshire
$581K -$12.6K -150 -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.