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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
VCM
1576
Virtue Capital Management
Tennessee
$345K -$70.6K -839 -18%
CGL
1577
Clarius Group LLC
Washington
$344K -$24.3K -289 -7%
PWPS
1578
Pinnacle Wealth Planning Services
Ohio
$344K -$4.79K -57 -1%
WFI
1579
West Family Investments
California
$343K +$321K +3,815 New
SQA
1580
Simon Quick Advisors
New Jersey
$343K +$54.1K +643 +20%
DFG
1581
Delta Financial Group
New Jersey
$342K -$11.2K -133 -3%
FIA
1582
FNY Investment Advisers
New York
$342K +$320K +3,800 New
QCG
1583
Quadrant Capital Group
Ohio
$340K +$15.4K +183 +5%
PB
1584
Pinnacle Bancorp
Nebraska
$340K
FIB
1585
First Interstate Bank
Montana
$338K +$316K +3,751 New
PWS
1586
Precision Wealth Strategies
Missouri
$337K +$9.93K +118 +3%
CIC
1587
Carnegie Investment Counsel
Ohio
$337K -$78.7K -935 -20%
EM
1588
Excalibur Management
Massachusetts
$336K +$4.54K +54 +1%
SIA
1589
Strategic Investment Advisors
Michigan
$335K -$2.52K -30 -0.8%
CFO
1590
Callan Family Office
Pennsylvania
$335K +$68K +808 +28%
RDWM
1591
Red Door Wealth Management
Tennessee
$334K -$5.8K -69 -2%
BIP
1592
Blueprint Investment Partners
North Carolina
$334K +$312K +3,712 New
SPWG
1593
Sage Private Wealth Group
Illinois
$334K -$35.9K -427 -10%
NAS
1594
Nicolet Advisory Services
Wisconsin
$334K +$30.3K +360 +10%
GWAM
1595
Guardian Wealth Advisors (Minnesota)
Minnesota
$333K -$336 -4 -0.1%
OIS
1596
Okabena Investment Services
Minnesota
$333K +$37.7K +448 +14%
PIM
1597
Penobscot Investment Management
Massachusetts
$333K -$48.4K -575 -13%
PI
1598
Parkside Investments
Illinois
$333K
RB
1599
Renasant Bank
Mississippi
$330K -$48.7K -579 -14%
Cohen & Steers
1600
Cohen & Steers
New York
$330K +$5.89K +70 +2%

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.