We are live on ! Find out more
MDT icon

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
LWM
1451
LongView Wealth Management
Georgia
$433K -$5.66K -69 -1%
STAS
1452
Strong Tower Advisory Services
Minnesota
$433K +$451K +5,497 New
AIM
1453
Athena Investment Management
California
$432K
PG
1454
Patten Group
Tennessee
$430K -$3.2K -39 -0.7%
BA
1455
Ballast Advisors
Minnesota
$430K -$164 -2 -0%
CW
1456
CreativeOne Wealth
Kansas
$429K -$738 -9 -0.2%
TAM
1457
Trillium Asset Management
Massachusetts
$428K -$7.46M -91,026 -94%
FA
1458
Faithward Advisors
Pennsylvania
$428K -$11.1K -136 -2%
TT
1459
TI-Trust
Illinois
$426K
CCG
1460
Coastwise Capital Group
California
$425K
MCM
1461
Manchester Capital Management
Vermont
$425K +$3.36K +41 +0.8%
MCWA
1462
Meadow Creek Wealth Advisors
Georgia
$422K +$27.5K +336 +7%
VAM
1463
Verity Asset Management
North Carolina
$422K -$14.8K -180 -3%
WA
1464
Wealth Alliance
New York
$421K +$26.3K +321 +6%
TFS
1465
Thoroughbred Financial Services
Tennessee
$421K +$58.5K +714 +15%
First Manhattan
1466
First Manhattan
New York
$421K +$10.9K +133 +3%
CWP
1467
Core Wealth Partners
California
$420K +$438K +5,341 New
WPC
1468
Waters Parkerson & Co
Louisiana
$419K +$437K +5,328 New
SFP
1469
Shepherd Financial Partners
Massachusetts
$419K -$91.3K -1,114 -17%
MMHP
1470
Murphy Middleton Hinkle & Parker
Georgia
$418K -$8.2K -100 -2%
SIG
1471
Stonegate Investment Group
Alabama
$417K -$2.28M -27,829 -84%
LSV Asset Management
1472
LSV Asset Management
Illinois
$417K
BRIA
1473
Balanced Rock Investment Advisors
Massachusetts
$413K -$9.92K -121 -2%
LIM
1474
Leavell Investment Management
Alabama
$411K +$28.8K +351 +7%
GXJ
1475
Global X Japan
Japan
$411K +$27.8K +339 +7%

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.