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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
FI
1426
Financial Insights
Washington
$454K -$169K -2,059 -26%
GC
1427
Gilbert & Cook
Iowa
$452K -$53.1K -648 -10%
AA
1428
Apriem Advisors
California
$452K +$65.7K +802 +16%
NHT
1429
New Hampshire Trust
New Hampshire
$451K -$5.9K -72 -1%
CT
1430
Caldwell Trust
Florida
$450K -$48.8K -595 -9%
CPWA
1431
Cerro Pacific Wealth Advisors
California
$450K +$469K +5,717 New
FFO
1432
Fiduciary Family Office
Florida
$449K +$45.8K +559 +11%
BFIC
1433
Bedell Frazier Investment Counselling
California
$447K -$7.54K -92 -2%
LL
1434
LWMG LLC
Minnesota
$446K +$2.62K +32 +0.6%
RIA
1435
Richwood Investment Advisors
Ohio
$446K +$5.17K +63 +1%
MWM
1436
Mission Wealth Management
California
$446K -$47.6K -581 -9%
KFSC
1437
Keystone Financial Services (Colorado)
Colorado
$444K +$43.6K +532 +10%
JWM
1438
Janiczek Wealth Management
Colorado
$444K -$93.2K -1,137 -17%
NW
1439
NewEdge Wealth
Pennsylvania
$443K -$66.4K -810 -13%
CA
1440
Cambridge Advisors
Nebraska
$442K -$13.1K -160 -3%
TWA
1441
TCI Wealth Advisors
Arizona
$442K -$14K -171 -3%
CFFP
1442
Center for Financial Planning
Michigan
$440K +$18.2K +222 +4%
HOWA
1443
Heritage Oak Wealth Advisors
Florida
$438K +$456K +5,562 New
DCM
1444
DGS Capital Management
New Jersey
$437K -$32.5K -397 -7%
FLPIM
1445
F.L. Putnam Investment Management
Massachusetts
$437K -$363K -4,429 -44%
SIA
1446
Schechter Investment Advisors
Michigan
$436K +$656 +8 +0.1%
PCMC
1447
Planning Capital Management Corporation
Pennsylvania
$435K +$422K +5,142 +1,329%
AFM
1448
Abbot Financial Management
Massachusetts
$435K +$8.2K +100 +2%
CWM
1449
Cordatus Wealth Management
Pennsylvania
$434K -$246 -3 -0.1%
SAG
1450
SageView Advisory Group
California
$433K -$928K -11,324 -67%

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.