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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
TLCM
1551
Twin Lakes Capital Management
California
$337K
SEIA
1552
Signature Estate & Investment Advisors
California
$337K +$351K +4,279 New
PEA
1553
Park Edge Advisors
Ohio
$336K -$27.8K -339 -7%
PIM
1554
Penobscot Investment Management
Massachusetts
$336K -$104K -1,271 -23%
AWAP
1555
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K
RFA
1556
Register Financial Advisors
Georgia
$336K +$82 +1 +0%
FWM
1557
Foguth Wealth Management
Michigan
$335K +$122K +1,483 +53%
RB
1558
Renasant Bank
Mississippi
$334K +$120K +1,467 +53%
FCA
1559
FLC Capital Advisors
California
$333K +$29.9K +365 +9%
BFM
1560
Boston Financial Management
Massachusetts
$330K -$4.67K -57 -1%
AC
1561
Allstate Corporation
Illinois
$330K -$2.62K -32 -0.8%
CSIC
1562
Clifford Swan Investment Counsel
California
$330K
CCA
1563
Cobblestone Capital Advisors
New York
$329K -$6.64K -81 -2%
FTIS
1564
First Trust Investment Solutions
Florida
$328K -$29.3K -358 -8%
EFM
1565
E Fund Management
China
$326K +$1.97K +24 +0.6%
EM
1566
ELCO Management
New York
$326K -$62.6K -764 -16%
CGL
1567
Clarius Group LLC
Washington
$326K +$2.38K +29 +0.7%
SPWG
1568
Sage Private Wealth Group
Illinois
$325K +$80.1K +977 +31%
TPWA
1569
TRUE Private Wealth Advisors
Oregon
$320K +$11.1K +136 +3%
ACP
1570
Aviance Capital Partners
Florida
$319K +$38.4K +468 +13%
CHA
1571
Carmichael Hill & Associates
Maryland
$319K
V
1572
VeraBank
Texas
$317K
NFA
1573
Northwest Financial Advisors
Virginia
$316K +$1.39K +17 +0.4%
BAWM
1574
Bennett Associates Wealth Management
Pennsylvania
$316K -$2.95K -36 -0.9%
FCCM
1575
First City Capital Management
Georgia
$315K -$79.7K -972 -20%

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.