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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
GTAM
1651
Global Trust Asset Management
Florida
$268K +$21.2K +258 +8%
AB
1652
Atlas Brown
Kentucky
$267K +$1.56K +19 +0.6%
HWMG
1653
Hurlow Wealth Management Group
Indiana
$266K -$902 -11 -0.3%
FNWA
1654
Financial Network Wealth Advisors
Utah
$266K +$10K +122 +4%
BBW
1655
Blue Barn Wealth
Utah
$266K +$25K +305 +10%
NAS
1656
Nicolet Advisory Services
Wisconsin
$265K +$40.8K +498 +17%
ESB
1657
Essex Savings Bank
Connecticut
$264K +$8.36K +102 +3%
IF
1658
Insight Folios
North Carolina
$264K +$13.4K +163 +5%
MAWA
1659
Moss Adams Wealth Advisors
Washington
$264K +$24.4K +298 +10%
WFS
1660
Widmann Financial Services
Maryland
$264K +$9.92K +121 +4%
IWP
1661
Innova Wealth Partners
Pennsylvania
$263K +$13.5K +165 +5%
SFO
1662
Stokes Family Office
Louisiana
$261K +$9.92K +121 +4%
HWA
1663
HHM Wealth Advisors
Tennessee
$261K +$75.8K +925 +39%
MSWM
1664
McGlone Suttner Wealth Management
Wisconsin
$260K -$11.6K -141 -4%
CFA
1665
Cahill Financial Advisors
Minnesota
$259K -$7.38K -90 -3%
WC
1666
Wynn Capital
Georgia
$258K +$35.3K +431 +15%
MFG
1667
Magnus Financial Group
New York
$258K +$30.3K +369 +13%
WWS
1668
Wellington Wealth Strategies
Indiana
$257K +$268K +3,269 New
SLWA
1669
San Luis Wealth Advisors
California
$257K +$268K +3,270 New
EI
1670
EDMP Inc
Florida
$256K +$267K +3,254 New
OIS
1671
Okabena Investment Services
Minnesota
$256K
JWS
1672
Juncture Wealth Strategies
Arizona
$254K +$265K +3,233 New
OL
1673
Optas LLC
Texas
$251K -$180K -2,193 -41%
AWM
1674
Aries Wealth Management
Maine
$250K -$16K -195 -6%
GWANC
1675
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K +$2.21K +27 +0.9%

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.