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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
FL
1676
Fort LP
Maryland
$250K +$18.1K +221 +7%
PIM
1677
Profit Investment Management
Maryland
$250K
CAL
1678
Capital Advisors Ltd
Ohio
$250K -$1.31K -16 -0.5%
AF
1679
Affiance Financial
Minnesota
$250K
BDFN
1680
Bond & Devick Financial Network
Minnesota
$250K -$198K -2,411 -43%
EWM
1681
Evermay Wealth Management
Virginia
$249K +$6.56K +80 +3%
SSW
1682
Smith Shellnut Wilson
Mississippi
$249K
SQA
1683
Simon Quick Advisors
New Jersey
$249K +$53.5K +653 +26%
HCM
1684
Hillman Capital Management
Maryland
$249K -$27.1K -331 -9%
WTA
1685
Washington Trust Advisors
Massachusetts
$248K
EB
1686
Emprise Bank
Kansas
$246K -$43.5K -530 -15%
QPWM
1687
Quadrant Private Wealth Management
Pennsylvania
$246K +$4.02K +49 +2%
KWM
1688
KFG Wealth Management
Indiana
$246K -$7.95K -97 -3%
OCM
1689
One Capital Management
California
$245K +$255K +3,116 New
SS
1690
Sunbelt Securities
Texas
$244K -$1.8K -22 -0.7%
HCP
1691
Hexagon Capital Partners
Arkansas
$244K +$20K +244 +9%
RCWM
1692
Royal Capital Wealth Management
Indiana
$244K -$59.5K -726 -19%
APW
1693
Austin Private Wealth
Texas
$244K +$25.8K +315 +11%
BSHC
1694
Breed's Hill Capital
Massachusetts
$244K -$7.54K -92 -3%
UB
1695
Umpqua Bank
Oregon
$244K +$3.2K +39 +1%
SFM
1696
Signet Financial Management
New Jersey
$244K -$1.97K -24 -0.8%
KHCM
1697
Kirtland Hills Capital Management
Ohio
$242K
AG
1698
Algert Global
California
$241K -$12.1K -147 -5%
VAS
1699
Vestmark Advisory Solutions
Massachusetts
$241K +$6.97K +85 +3%
SSWM
1700
Sheets Smith Wealth Management
North Carolina
$240K

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.