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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
MIA
1626
MMBG Investment Advisors
Florida
$313K
WIA
1627
Wetzel Investment Advisors
Indiana
$312K +$24.6K +293 +9%
CWM
1628
Centurion Wealth Management
Virginia
$312K +$292K +3,467 New
FFG
1629
Fiduciary Financial Group
California
$312K +$336 +4 +0.1%
WIM
1630
WealthPlan Investment Management
Nebraska
$312K +$58.6K +697 +25%
MAWA
1631
Moss Adams Wealth Advisors
Washington
$310K +$7.82K +93 +3%
MFG
1632
Mosaic Financial Group
Illinois
$308K
RP
1633
Riverbridge Partners
Minnesota
$307K +$287K +3,415 New
AOWM
1634
Alpha Omega Wealth Management
Virginia
$306K -$3.7K -44 -1%
HWMG
1635
Hurlow Wealth Management Group
Indiana
$305K +$168 +2 +0.1%
IC
1636
Iconiq Capital
California
$305K +$285K +3,385 New
BBW
1637
Blue Barn Wealth
Utah
$304K
GJWM
1638
Gilliland Jeter Wealth Management
Arkansas
$303K +$281K +3,343 +11,939%
OL
1639
OneFund LLC
Florida
$303K -$8.75K -104 -3%
DSC
1640
Duncker Streett & Co
Missouri
$303K -$78.6K -934 -22%
CAS
1641
CTC Alternative Strategies
Illinois
$303K -$222K -2,637 -44%
FI
1642
Financial Insights
Washington
$302K -$202K -2,405 -42%
BFIM
1643
Beese Fulmer Investment Management
Ohio
$302K -$91K -1,082 -24%
CA
1644
Cornerstone Advisory
Maryland
$301K -$40.1K -477 -12%
IF
1645
Insight Folios
North Carolina
$301K -$757 -9 -0.3%
GI
1646
GAMCO Investors
Connecticut
$301K -$49K -583 -15%
HWA
1647
HHM Wealth Advisors
Tennessee
$301K +$2.1K +25 +0.8%
SS
1648
Sunbelt Securities
Texas
$299K +$17.7K +210 +7%
VAS
1649
Vestmark Advisory Solutions
Massachusetts
$298K +$21.2K +252 +8%
EHWM
1650
Eads & Heald Wealth Management
Georgia
$298K -$53.8K -640 -16%

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.