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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
APW
1676
Austin Private Wealth
Texas
$281K +$1.18K +14 +0.5%
CCFM
1677
Clear Creek Financial Management
Washington
$280K +$262K +3,111 New
FL
1678
Fort LP
Maryland
$280K -$6.22K -74 -2%
SSW
1679
Smith Shellnut Wilson
Mississippi
$279K -$5.38K -64 -2%
HCP
1680
Hexagon Capital Partners
Arkansas
$279K -$505 -6 -0.2%
OFS
1681
OneAscent Financial Services
Alabama
$279K +$34.5K +410 +15%
KHCM
1682
Kirtland Hills Capital Management
Ohio
$277K
SFB
1683
STAR Financial Bank
Indiana
$277K -$30.4K -361 -11%
UB
1684
Umpqua Bank
Oregon
$277K -$1.94K -23 -0.7%
BFM
1685
Boothbay Fund Management
New York
$275K -$1.46M -17,312 -85%
MG
1686
Marex Group
$275K -$6.33M -75,193 -96%
FA
1687
Fiducient Advisors
Illinois
$273K +$253K +3,012 New
CPA
1688
Capital Planning Advisors
California
$273K +$589 +7 +0.2%
ECG
1689
Edge Capital Group
Georgia
$272K -$35.3K -420 -12%
GWM
1690
GDS Wealth Management
Texas
$272K +$254K +3,017 New
ONST
1691
Old North State Trust
North Carolina
$271K +$17.7K +210 +7%
BTC
1692
Bank & Trust Company
Illinois
$271K
JIP
1693
Jaffetilchin Investment Partners
Florida
$270K -$146K -1,737 -37%
FWM
1694
Foguth Wealth Management
Michigan
$268K -$102K -1,215 -29%
BOH
1695
Bank of Hawaii
Hawaii
$268K -$718K -8,535 -74%
EB
1696
Exchange Bank
California
$266K
MFG
1697
Magnus Financial Group
New York
$264K -$28.9K -343 -10%
CH
1698
Cromwell Holdings
Wyoming
$263K -$122K -1,455 -33%
TAM
1699
TCP Asset Management
Ohio
$263K
GWANC
1700
Guardian Wealth Advisors (North Carolina)
North Carolina
$263K -$22.1K -263 -8%

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.