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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
GTAM
1601
Global Trust Asset Management
Florida
$330K +$21.8K +259 +8%
FWM
1602
Forza Wealth Management
Florida
$330K +$88.8K +1,055 +40%
I
1603
InceptionR
California
$329K -$962K -11,436 -76%
BTWM
1604
Baker Tilly Wealth Management
Wisconsin
$329K -$359K -4,268 -54%
BWAM
1605
Boyd Watterson Asset Management
Ohio
$328K -$67.6K -803 -18%
GIA
1606
Guyasuta Investment Advisors
Pennsylvania
$327K +$31.9K +379 +12%
JWS
1607
Juncture Wealth Strategies
Arizona
$327K +$33.6K +400 +12%
AFT
1608
Alpha Family Trust
California
$326K
PAG
1609
Powers Advisory Group
Illinois
$324K -$2.1K -25 -0.7%
MPM
1610
MBB Public Markets
Illinois
$324K -$7.59M -90,269 -96%
FTIS
1611
First Trust Investment Solutions
Florida
$321K -$49.7K -591 -14%
FLI
1612
Family Legacy Inc
South Carolina
$321K
MCM
1613
Maple Capital Management
Vermont
$321K -$81K -963 -21%
QPW
1614
Quantum Private Wealth
Florida
$321K
DIA
1615
Dana Investment Advisors
Wisconsin
$319K -$1.49M -17,667 -83%
ASC
1616
Atalanta Sosnoff Capital
New York
$319K
DCBT
1617
Dakota Community Bank & Trust
North Dakota
$318K +$3.62K +43 +1%
TNB
1618
Thomasville National Bank
Georgia
$318K -$30.7K -365 -9%
BFWM
1619
Bright Futures Wealth Management
New York
$317K -$8.24K -98 -3%
WHCI
1620
W.H. Cornerstone Investments
Massachusetts
$317K +$296K +3,517 New
LRIA
1621
Leonard Rickey Investment Advisors
Washington
$317K -$2.44K -29 -0.8%
SL
1622
Summitry LLC
California
$315K -$38.9K -463 -12%
GCC
1623
Game Creek Capital
Massachusetts
$315K -$200K -2,375 -40%
AA
1624
Alta Advisers
United Kingdom
$315K
CG
1625
CFO4Life Group
Texas
$315K +$1.94K +23 +0.7%

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.