We are live on ! Find out more
MDT icon

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
GWAG
1526
Garrett Wealth Advisory Group
Texas
$357K +$11.4K +139 +3%
HTIM
1527
Harbour Trust & Investment Management
Indiana
$357K +$47.2K +576 +15%
MCM
1528
Maple Capital Management
Vermont
$356K +$6.39K +78 +2%
TFIPS
1529
Towarzystwo Funduszy Inwestycyjnych PZU SA
$353K
KOCAA
1530
Knights of Columbus Asset Advisors
Connecticut
$352K
BWAM
1531
Boyd Watterson Asset Management
Ohio
$350K -$12.3K -150 -3%
NSIM
1532
North Star Investment Management
Illinois
$350K
JWM
1533
Jeppson Wealth Management
California
$350K -$7.05K -86 -2%
NWWA
1534
New Wave Wealth Advisors
Arkansas
$350K +$364K +4,445 New
ITIM
1535
Indiana Trust & Investment Management
Indiana
$349K
BFIM
1536
Beese Fulmer Investment Management
Ohio
$349K -$137K -1,670 -27%
NSAM
1537
North Star Asset Management
Wisconsin
$348K +$18.8K +229 +5%
AIM
1538
Aspen Investment Management
Michigan
$347K -$18.9K -230 -5%
AO
1539
Advisor OS
Illinois
$347K +$18.4K +225 +5%
CH
1540
Cromwell Holdings
Wyoming
$346K +$357K +4,359 New
PF
1541
Phoenix Financial
Israel
$346K -$10.1K -123 -3%
FFBTD
1542
First Financial Bank - Trust Division
Ohio
$345K -$274K -3,344 -43%
GP
1543
Girard Partners
Pennsylvania
$344K -$32.9K -401 -8%
UAG
1544
United Advisor Group
Ohio
$344K +$104K +1,268 +41%
AWM
1545
Accurate Wealth Management
Florida
$344K -$22.8K -278 -6%
Empower Advisory Group
1546
Empower Advisory Group
Colorado
$343K -$81.1K -989 -18%
CFP
1547
Catalyst Financial Partners
Massachusetts
$342K +$22.9K +279 +7%
DCM
1548
Davis Capital Management
Florida
$342K -$29.3K -358 -7%
DSC
1549
Duncker Streett & Co
Missouri
$339K -$136K -1,662 -28%
WPC
1550
Wedmont Private Capital
Pennsylvania
$338K +$44.5K +543 +14%

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.