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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
4WM
1551
49 Wealth Management
Texas
$360K -$102K -1,215 -23%
BTWM
1552
Brass Tax Wealth Management
Ohio
$359K +$335K +3,984 New
SAG
1553
SageView Advisory Group
California
$359K -$128K -1,522 -28%
ACP
1554
Aviance Capital Partners
Florida
$358K -$6.65K -79 -2%
PP
1555
PrairieView Partners
Minnesota
$357K -$1.18K -14 -0.4%
CP
1556
Creekside Partners
California
$355K +$332K +3,941 New
PBO
1557
Peoples Bank (Ohio)
Ohio
$354K
HFP
1558
Holistic Financial Partners
Indiana
$354K +$3.45K +41 +1%
CB
1559
CNB Bank
Pennsylvania
$354K -$95K -1,129 -22%
EFM
1560
E Fund Management
China
$354K -$18.3K -218 -5%
SM
1561
Sciencast Management
New Jersey
$354K -$467K -5,555 -59%
WC
1562
Wynn Capital
Georgia
$353K +$53.8K +640 +20%
EM
1563
ELCO Management
New York
$352K -$19.3K -230 -6%
CSIC
1564
Clifford Swan Investment Counsel
California
$352K -$23.4K -278 -7%
9WM
1565
9258 Wealth Management
Ohio
$351K
HAM
1566
Hedges Asset Management
Nevada
$351K
OL
1567
Optas LLC
Texas
$351K +$59.5K +707 +22%
V
1568
VeraBank
Texas
$351K -$10.9K -130 -3%
SFS
1569
Stiles Financial Services
Minnesota
$350K +$252 +3 +0.1%
CSC
1570
Caldwell Sutter Capital
California
$350K +$3.87K +46 +1%
SIAS
1571
Summit Investment Advisory Services
Minnesota
$348K +$326K +3,871 New
GLA
1572
Good Life Advisors
Pennsylvania
$348K +$23.2K +276 +8%
VAM
1573
Verity Asset Management
North Carolina
$348K -$126K -1,499 -28%
MWA
1574
Meridian Wealth Advisors
Texas
$347K -$68.3K -812 -17%
ACM
1575
Arcataur Capital Management
Wisconsin
$346K -$252 -3 -0.1%

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.