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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
LP
1476
LGL Partners
Pennsylvania
$425K +$8.14K +94 +2%
BHPW
1477
Beverly Hills Private Wealth
California
$425K -$19.5K -225 -4%
EMB
1478
Elefante Mark B
$425K +$461K +5,322 New
MMHP
1479
Murphy Middleton Hinkle & Parker
Georgia
$424K -$34.6K -400 -7%
LSV Asset Management
1480
LSV Asset Management
Illinois
$423K
SIM
1481
Sentry Investment Management
Wisconsin
$422K -$74.5K -861 -14%
RCM
1482
Radnor Capital Management
Pennsylvania
$421K -$156K -1,800 -25%
RIA
1483
Richwood Investment Advisors
Ohio
$418K -$27.3K -315 -6%
AFM
1484
Abbot Financial Management
Massachusetts
$418K -$26K -300 -5%
AI
1485
Axecap Investments
Ohio
$417K
BA
1486
Ballast Advisors
Minnesota
$416K -$22.3K -258 -5%
SA
1487
Sovran Advisors
California
$415K +$422K +4,871 New
DCM
1488
DGS Capital Management
New Jersey
$415K +$32.1K +371 +8%
IBOK
1489
Independence Bank of Kentucky
Kentucky
$414K +$290K +3,350 +182%
FAFN
1490
First Affirmative Financial Network
Colorado
$413K -$51K -589 -10%
SQA
1491
Simon Quick Advisors
New Jersey
$412K +$117K +1,353 +36%
FHC
1492
First Heartland Consultants
Missouri
$412K +$2.34K +27 +0.5%
CCAM
1493
Cascades Capital Asset Management
North Carolina
$411K
APW
1494
Aventura Private Wealth
Florida
$410K +$444K +5,133 New
RFA
1495
Resurgent Financial Advisors
Georgia
$408K -$6.32K -73 -1%
ACM
1496
Aljian Capital Management
Nevada
$408K -$606 -7 -0.1%
NSAM
1497
North Star Asset Management
Wisconsin
$406K +$50K +578 +13%
IWA
1498
IVC Wealth Advisors
Pennsylvania
$405K -$33.5K -387 -7%
FLPIM
1499
F.L. Putnam Investment Management
Massachusetts
$403K -$42.4K -490 -9%
MFC
1500
Mechanics Financial Corp
Ohio
$403K -$6.92K -80 -2%

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.