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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
ACL
1376
Applied Capital LLC
Florida
$555K -$16.6K -197 -3%
OWP
1377
Obermeyer Wealth Partners
Colorado
$553K -$56.1K -667 -10%
SIM
1378
Sentry Investment Management
Wisconsin
$553K -$24.3K -289 -4%
CA
1379
Crumly & Associates
Illinois
$552K -$9.67K -115 -2%
KFSC
1380
Keystone Financial Services (Colorado)
Colorado
$552K +$41.4K +492 +9%
RG
1381
Rathbones Group
United Kingdom
$550K
JAG
1382
Journey Advisory Group
Kentucky
$548K
LRPA
1383
L. Roy Papp & Associates
Arizona
$548K -$5.89K -70 -1%
DWM
1384
Dorchester Wealth Management
Quebec, Canada
$547K +$14.7K +175 +3%
LSAG
1385
Lake Street Advisors Group
New Hampshire
$547K +$9.93K +118 +2%
NAMP
1386
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$546K -$312K -3,710 -38%
HPM
1387
Hudson Portfolio Management
New York
$544K +$508K +6,040 New
TWM
1388
Thrive Wealth Management
Pennsylvania
$542K +$1.85K +22 +0.4%
CCP
1389
Clough Capital Partners
Massachusetts
$540K -$580K -6,900 -53%
CT
1390
Caldwell Trust
Florida
$537K +$20.8K +247 +4%
KIM
1391
Kestra Investment Management
Texas
$536K +$501K +5,959 New
CA
1392
Continuum Advisory
Idaho
$535K +$29.5K +351 +6%
SWK
1393
Stephen W. Kidder
$532K -$968K -11,505 -66%
SSG
1394
Summit Securities Group
New York
$531K +$496K +5,900 New
HCM
1395
Hodges Capital Management
Texas
$530K -$665K -7,907 -57%
WPW
1396
Waldron Private Wealth
Pennsylvania
$528K -$11K -131 -2%
DFCM
1397
Dark Forest Capital Management
Puerto Rico
$528K +$493K +5,865 New
AA
1398
Apriem Advisors
California
$523K +$5.64K +67 +1%
PP
1399
PDT Partners
New York
$522K +$488K +5,800 New
CRC
1400
Curi RMB Capital
Illinois
$521K +$487K +5,785 New

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.