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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
OBAM
1501
ODDO BHF Asset Management
France
$415K +$387K +4,605 New
CFMC
1502
Curbstone Financial Management Corp
New Hampshire
$413K +$386K +4,586 New
LAS
1503
Legacy Advisory Services
Pennsylvania
$413K
NB
1504
Northwest Bancshares
Pennsylvania
$413K -$3.7K -44 -1%
NL
1505
NWAM LLC
Washington
$411K -$23.6K -281 -6%
MA
1506
MBA Advisors
Pennsylvania
$409K -$2.19K -26 -0.6%
GWAG
1507
Garrett Wealth Advisory Group
Texas
$409K +$168 +2 +0%
NSAM
1508
North Star Asset Management
Wisconsin
$406K +$7.07K +84 +2%
WWM
1509
Waterway Wealth Management
Texas
$404K +$146K +1,734 +63%
TFIPS
1510
Towarzystwo Funduszy Inwestycyjnych PZU SA
$404K
SAI
1511
Savvy Advisors Inc
New York
$404K +$378K +4,489 New
NSIM
1512
North Star Investment Management
Illinois
$401K
ITIM
1513
Indiana Trust & Investment Management
Indiana
$400K
KOCAA
1514
Knights of Columbus Asset Advisors
Connecticut
$397K -$5.05K -60 -1%
KAS
1515
KPP Advisory Services
Kentucky
$396K -$18.3K -218 -5%
FFBTD
1516
First Financial Bank - Trust Division
Ohio
$395K -$252 -3 -0.1%
PFSC
1517
Peoples Financial Services Corp
Pennsylvania
$394K -$34.2K -407 -9%
OAM
1518
Oxford Asset Management
United Kingdom
$394K +$368K +4,374 New
JWM
1519
Jeppson Wealth Management
California
$393K -$7.15K -85 -2%
AWAP
1520
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$392K +$7.57K +90 +2%
HTIM
1521
Harbour Trust & Investment Management
Indiana
$391K -$16.1K -191 -4%
HOWA
1522
Heritage Oak Wealth Advisors
Florida
$388K -$105K -1,247 -22%
NWWA
1523
New Wave Wealth Advisors
Arkansas
$388K -$10.9K -130 -3%
CM
1524
Capula Management
Cayman Islands
$388K +$363K +4,312 New
DCM
1525
Davis Capital Management
Florida
$388K -$10.4K -124 -3%

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.