We are live on ! Find out more
MDT icon

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
BA
1426
Ballast Advisors
Minnesota
$492K
IWA
1427
IVC Wealth Advisors
Pennsylvania
$491K -$125K -1,481 -21%
MFG
1428
Merit Financial Group
Georgia
$490K -$878K -10,441 -66%
OKSA
1429
O'Keefe Stevens Advisory
New York
$489K +$137K +1,628 +43%
CA
1430
Cambridge Advisors
Nebraska
$488K -$16.8K -200 -4%
TT
1431
TI-Trust
Illinois
$487K
SFP
1432
Shepherd Financial Partners
Massachusetts
$487K +$7.32K +87 +2%
MCM
1433
Manchester Capital Management
Vermont
$486K -$252 -3 -0.1%
BIA
1434
Barry Investment Advisors
Massachusetts
$482K -$77.4K -920 -15%
CFFP
1435
Center for Financial Planning
Michigan
$478K -$23.5K -279 -5%
AI
1436
AdvisorShares Investments
Maryland
$477K +$446K +5,300 New
LSV Asset Management
1437
LSV Asset Management
Illinois
$477K
TWA
1438
TCI Wealth Advisors
Arizona
$476K -$27.4K -326 -6%
BFIC
1439
Bedell Frazier Investment Counselling
California
$476K -$32.7K -389 -7%
AG
1440
Ascent Group
Virginia
$476K +$445K +5,286 New
LAM
1441
L2 Asset Management
Massachusetts
$475K +$15K +178 +3%
GXJ
1442
Global X Japan
Japan
$475K +$4.79K +57 +1%
MHIC
1443
Marble Harbor Investment Counsel
Massachusetts
$471K +$16.8K +200 +4%
LP
1444
LGL Partners
Pennsylvania
$471K -$63.9K -760 -13%
TFA
1445
Tranquilli Financial Advisor
New Jersey
$471K +$5.47K +65 +1%
AI
1446
Axecap Investments
Ohio
$470K +$439K +5,224 New
BAM
1447
Boyar Asset Management
New York
$469K +$32.4K +385 +8%
BRIA
1448
Balanced Rock Investment Advisors
Massachusetts
$469K -$3.7K -44 -0.8%
WPC
1449
Waters Parkerson & Co
Louisiana
$468K -$10.5K -125 -2%
RFA
1450
Resurgent Financial Advisors
Georgia
$467K -$86.9K -1,033 -17%

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.