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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
PF
1501
Phoenix Financial
Israel
$403K +$24K +277 +6%
CFMC
1502
Curbstone Financial Management Corp
New Hampshire
$403K +$39.6K +458 +10%
FA
1503
Faithward Advisors
Pennsylvania
$403K +$11.6K +134 +3%
PG
1504
Patten Group
Tennessee
$403K -$39.6K -457 -8%
CWP
1505
Core Wealth Partners
California
$402K
PC
1506
Prairiewood Capital
North Dakota
$400K
GITFIT
1507
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$399K
LAM
1508
L2 Asset Management
Massachusetts
$397K -$26.9K -311 -6%
LRPA
1509
L. Roy Papp & Associates
Arizona
$396K -$97.4K -1,125 -18%
SDWIA
1510
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$392K -$500K -5,775 -54%
WWM
1511
Western Wealth Management
Colorado
$391K -$1.4M -16,121 -77%
BSTWA
1512
Blake Schutter Theil Wealth Advisors
Ohio
$391K -$249K -2,878 -37%
MAM
1513
Martingale Asset Management
Massachusetts
$389K
EWA
1514
EverSource Wealth Advisors
Alabama
$388K +$140K +1,613 +50%
BBI
1515
Baxter Bros Inc
Connecticut
$387K -$73.6K -850 -15%
FNFDCM
1516
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$387K -$10.4K -120 -2%
PWP
1517
Principle Wealth Partners
Connecticut
$386K
CCM
1518
Chaney Capital Management
Washington
$383K
RAG
1519
RIA Advisory Group
Iowa
$381K +$12.6K +146 +3%
LP
1520
LMR Partners
United Kingdom
$381K -$8.32M -96,106 -95%
SHFA
1521
SS&H Financial Advisors
Michigan
$380K
SMH
1522
Sanders Morris Harris
Texas
$379K
FMLI
1523
Fukoku Mutual Life Insurance
Japan
$378K
WPW
1524
Waldron Private Wealth
Pennsylvania
$376K -$101K -1,161 -20%
MIM
1525
Martin Investment Management
Florida
$376K -$1.3K -15 -0.3%

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.