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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
IIA
1501
Integral Investment Advisors
California
$379K -$36.2K -441 -8%
FNFDCM
1502
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$379K +$5.58K +68 +1%
FMP
1503
Financial Management Professionals
Texas
$378K +$27.1K +331 +7%
PFSC
1504
Peoples Financial Services Corp
Pennsylvania
$377K -$5.17K -63 -1%
AWM
1505
AllSquare Wealth Management
New York
$377K
DS
1506
DRW Securities
Illinois
$376K -$214K -2,616 -35%
UAML
1507
US Asset Management LLC
Pennsylvania
$374K -$11.1K -136 -3%
SHFA
1508
SS&H Financial Advisors
Michigan
$374K
SMH
1509
Sanders Morris Harris
Texas
$373K
FMLI
1510
Fukoku Mutual Life Insurance
Japan
$373K -$65.5K -799 -14%
JIP
1511
Jaffetilchin Investment Partners
Florida
$372K -$540K -6,586 -58%
MIM
1512
Martin Investment Management
Florida
$371K
CF
1513
Convergence Financial
Missouri
$371K +$386K +4,712 New
MIC
1514
Meridian Investment Counsel
California
$369K
VCM
1515
Virtue Capital Management
Tennessee
$368K -$3.2K -39 -0.8%
CIC
1516
Carnegie Investment Counsel
Ohio
$368K -$862K -10,511 -69%
MWA
1517
Meridian Wealth Advisors
Texas
$367K +$19.3K +235 +5%
CWP
1518
Concord Wealth Partners
Virginia
$365K +$238K +2,899 +167%
NB
1519
Northwest Bancshares
Pennsylvania
$364K -$62.2K -759 -14%
KAS
1520
KPP Advisory Services
Kentucky
$364K +$113K +1,376 +42%
AF
1521
Alerus Financial
North Dakota
$363K
LAS
1522
Legacy Advisory Services
Pennsylvania
$361K
MA
1523
MBA Advisors
Pennsylvania
$360K +$47.5K +579 +15%
AC
1524
Abbrea Capital
California
$359K -$45.7K -558 -11%
KIG
1525
Kennedy Investment Group
New Jersey
$358K +$16.6K +202 +5%

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.