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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
CSC
1601
Caldwell Sutter Capital
California
$302K -$902 -11 -0.3%
CA
1602
Cornerstone Advisory
Maryland
$301K -$211K -2,577 -40%
OKSA
1603
O'Keefe Stevens Advisory
New York
$299K +$104K +1,264 +50%
LSPW
1604
Lake Street Private Wealth
Illinois
$299K -$582K -7,095 -65%
RVPG
1605
Relative Value Partners Group
$299K +$311K +3,799 New
SXL
1606
Summit X LLC
Missouri
$298K +$314K +3,830 New
RDWM
1607
Red Door Wealth Management
Tennessee
$298K -$3.61K -44 -1%
PB
1608
Pinnacle Bancorp
Nebraska
$297K +$9.67K +118 +3%
SIA
1609
Strategic Investment Advisors
Michigan
$295K +$4.51K +55 +1%
BFWM
1610
Bright Futures Wealth Management
New York
$294K -$7.21K -88 -2%
GWAM
1611
Guardian Wealth Advisors (Minnesota)
Minnesota
$291K +$246 +3 +0.1%
PI
1612
Parkside Investments
Illinois
$291K -$82K -1,000 -21%
NA
1613
Nottingham Advisors
New York
$290K +$303K +3,690 New
EM
1614
Excalibur Management
Massachusetts
$289K
BC
1615
Belmont Capital
California
$288K +$136K +1,664 +83%
MG
1616
Mather Group
Illinois
$288K +$16.1K +197 +6%
BAAM
1617
Baker Avenue Asset Management
California
$286K +$298K +3,634 New
CPIG
1618
Chicago Partners Investment Group
Illinois
$286K -$4.34K -53 -1%
PAG
1619
Powers Advisory Group
Illinois
$285K
PWS
1620
Precision Wealth Strategies
Missouri
$285K -$10.7K -130 -3%
AFT
1621
Alpha Family Trust
California
$285K
CFM
1622
Catalyst Funds Management
Australia
$283K -$41K -500 -12%
Cohen & Steers
1623
Cohen & Steers
New York
$283K -$5.66K -69 -2%
GLA
1624
Good Life Advisors
Pennsylvania
$283K -$1.39K -17 -0.5%
QCG
1625
Quadrant Capital Group
Ohio
$283K +$8.12K +99 +3%

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.