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Medtronic

2,123 hedge funds and large institutions have $85.3B invested in Medtronic in 2024 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 790 increasing their positions, 887 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 153

3% more funds holding

Funds holding: 2,0632,123 (+60)

1.19% more ownership

Funds ownership: 82.05%83.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

7% less call options, than puts

Call options by funds: $586M | Put options by funds: $632M

10% less capital invested

Capital invested by funds: $94.6B → $85.3B (-$9.36B)

11% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 887

Holders
2,123
Holders Change
+60
Holders Change %
+2.91%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
244
Increased
790
Reduced
887
Closed
153
Calls
$586M
Puts
$632M
Net Calls
-$45.5M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
126
Epoch Investment Partners
New York
$79.6M -$10.8M -124,248 -11%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$78.1M +$4.85M +56,034 +6%
DnB Asset Management
128
DnB Asset Management
Norway
$77.4M -$14.5M -167,654 -15%
First Trust Advisors
129
First Trust Advisors
Illinois
$76.3M +$1.1M +12,706 +1%
Bank Julius Baer & Co
130
Bank Julius Baer & Co
Switzerland
$76M +$49.2M +568,107 +174%
SO
131
STRS Ohio
Ohio
$76M -$1.36M -15,757 -2%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$75.5M +$5.44M +62,853 +7%
CIBC Asset Management
133
CIBC Asset Management
Ontario, Canada
$74.1M +$1.26M +14,502 +2%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$73.5M +$1.63M +18,875 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$72.5M +$72.5M +837,100 +1,179%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$71.4M -$1.04M -12,007 -1%
Squarepoint
137
Squarepoint
New York
$71.2M +$60.7M +700,727 +367%
ClearBridge Investments
138
ClearBridge Investments
New York
$70.8M -$12.7M -146,581 -14%
JAM
139
Jupiter Asset Management
United Kingdom
$69.6M +$72.2M +833,975 +2,255%
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$68.7M +$6.49M +74,963 +10%
CP
141
Coho Partners
Pennsylvania
$67.9M -$16M -185,045 -18%
SAM
142
Storebrand Asset Management
Norway
$66.2M +$842K +9,724 +1%
TAM
143
Troy Asset Management
United Kingdom
$65.9M -$11.8M -136,104 -14%
SLAM
144
Swiss Life Asset Management
$65.7M +$46M +530,861 +182%
DZ Bank
145
DZ Bank
Germany
$64.3M -$1.7M -19,692 -2%
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$63.9M -$1.18M -13,633 -2%
Polen Capital Management
147
Polen Capital Management
Florida
$62.5M -$20.8M -240,551 -24%
MPI
148
Mairs & Power Inc
Minnesota
$61.9M -$103M -1,194,109 -61%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$60.1M +$5.09M +58,796 +8%
AC
150
Armistice Capital
New York
$59.9M +$9.89M +114,236 +18%

MDT Hedge Fund Activity: Q4 2024 in Review

2,123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2024, worth a combined $85.3B — down 9.9% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new MDT positions and 153 closed out — a net gain of 91 holders — while 790 added to existing stakes and 887 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $409M. The largest seller was Wellington Management Group, cutting an estimated $520M.

  • 2,123 institutional investors held Medtronic (MDT) as of Q4 2024, up from 2,063 in Q3 2024.
  • Funds reported $85.3B of Medtronic stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 244 funds opened new Medtronic positions in Q4 2024 and 153 closed out, a net change of +91 holders.
  • The largest Medtronic buyer in Q4 2024 was Beutel, Goodman & Co, an estimated $409M added.
  • The largest Medtronic seller in Q4 2024 was Wellington Management Group, an estimated $520M sold.

Based on aggregated 13F filings for Q4 2024.