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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
DPIM
1701
Duff & Phelps Investment Management
Illinois
$239K -$1.01M -12,298 -80%
EP
1702
Edgestream Partners
New Jersey
$239K +$249K +3,032 New
CPA
1703
Capital Planning Advisors
California
$238K -$6.97K -85 -3%
BTC
1704
Bank & Trust Company
Illinois
$237K +$247K +3,008 New
WBC
1705
Westpac Banking Corp
Australia
$236K +$246K +3,002 New
CPIA
1706
Cornell Pochily Investment Advisors
New York
$236K -$23K -280 -9%
CIA
1707
Cape Investment Advisory
Georgia
$236K -$20.1K -245 -8%
SFS
1708
Summit Financial Strategies
Ohio
$235K -$23.4K -285 -9%
PA
1709
PFG Advisors
Arizona
$235K +$19K +232 +8%
ACGA
1710
Atlanta Consulting Group Advisors
Georgia
$235K
LAM
1711
LifePro Asset Management
California
$235K +$1.07K +13 +0.4%
SSWM
1712
Strait & Sound Wealth Management
California
$234K -$50.8K -620 -17%
BMC
1713
Beaton Management Company
Massachusetts
$234K +$15.6K +190 +7%
EB
1714
Exchange Bank
California
$232K
FCFC
1715
First Citizens Financial Corp
Iowa
$232K
HCP
1716
Hardin Capital Partners
South Carolina
$231K +$240K +2,929 New
B
1717
Bailard
California
$230K -$6.44M -78,502 -96%
TAM
1718
TCP Asset Management
Ohio
$230K
CFO
1719
Callan Family Office
Pennsylvania
$229K +$239K +2,915 New
RWM
1720
Revisor Wealth Management
Ohio
$229K -$184K -2,246 -44%
CCA
1721
Childress Capital Advisors
Texas
$229K +$239K +2,911 New
CAAS
1722
Capital Asset Advisory Services
Michigan
$228K -$20.8K -254 -8%
HJIM
1723
Henry James International Management
New York
$228K
BWP
1724
Barlow Wealth Partners
Kentucky
$226K
AIS
1725
American Investment Services
Massachusetts
$226K

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.