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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
CCA
1651
Cobblestone Capital Advisors
New York
$296K -$75.1K -893 -21%
SFM
1652
Signet Financial Management
New Jersey
$295K +$15.2K +181 +6%
CC
1653
Chicago Capital
Illinois
$294K +$59.9K +712 +28%
KWM
1654
Keebeck Wealth Management
Illinois
$293K -$16.7K -199 -6%
FNWA
1655
Financial Network Wealth Advisors
Utah
$293K -$11K -131 -4%
EWA
1656
EverSource Wealth Advisors
Alabama
$292K -$49.7K -591 -15%
CIA
1657
Cape Investment Advisory
Georgia
$292K +$20.9K +249 +8%
PCM
1658
Perritt Capital Management
Illinois
$291K +$34.3K +408 +14%
ESB
1659
Essex Savings Bank
Connecticut
$291K -$10.6K -126 -4%
MWM
1660
Modera Wealth Management
New Jersey
$290K +$51K +606 +23%
Capstone Investment Advisors
1661
Capstone Investment Advisors
New York
$290K -$3.19M -37,976 -92%
QPWM
1662
Quadrant Private Wealth Management
Pennsylvania
$289K +$7.57K +90 +3%
HCM
1663
Hillman Capital Management
Maryland
$289K +$3.79K +45 +1%
BSHC
1664
Breed's Hill Capital
Massachusetts
$287K +$7.66K +91 +3%
CAL
1665
Capital Advisors Ltd
Ohio
$287K +$505 +6 +0.2%
MSWM
1666
McGlone Suttner Wealth Management
Wisconsin
$287K +$2.35K +28 +0.9%
JA
1667
JVL Associates
Michigan
$286K -$29.5K -351 -10%
BA
1668
Brightwater Advisory
Florida
$286K -$161K -1,913 -75%
PIM
1669
Profit Investment Management
Maryland
$286K
AF
1670
Affiance Financial
Minnesota
$286K
BDFN
1671
Bond & Devick Financial Network
Minnesota
$286K
CC
1672
Callan Capital
California
$286K +$45.9K +546 +21%
CCP
1673
Carmel Capital Partners
California
$285K +$28.9K +343 +12%
BIG
1674
Brooklyn Investment Group
New York
$284K -$33.2K -395 -11%
WFS
1675
Widmann Financial Services
Maryland
$284K -$16.2K -192 -6%

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.