We are live on ! Find out more
MDT icon

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
MWA
1701
Mills Wealth Advisors
Texas
$261K +$22.1K +263 +10%
PJWM
1702
Philip James Wealth Mangement
Georgia
$261K +$23.5K +279 +11%
HJIM
1703
Henry James International Management
New York
$261K -$252 -3 -0.1%
AWS
1704
Aspen Wealth Strategies
Colorado
$260K +$243K +2,887 New
CF
1705
Convergence Financial
Missouri
$260K -$154K -1,829 -39%
ACG
1706
Allen Capital Group
Nebraska
$259K +$242K +2,880 New
FCFC
1707
First Citizens Financial Corp
Iowa
$259K -$6.22K -74 -3%
RCWM
1708
Royal Capital Wealth Management
Indiana
$258K -$19.9K -237 -8%
AIS
1709
American Investment Services
Massachusetts
$258K
TWP
1710
Tempus Wealth Planning
California
$258K +$6.56K +78 +3%
BMC
1711
Beaton Management Company
Massachusetts
$257K -$9.76K -116 -4%
EW
1712
Element Wealth
Mississippi
$257K +$240K +2,853 New
RPCONE
1713
Retirement Planning Company of New England
Rhode Island
$257K +$3.53K +42 +1%
SMA
1714
Sage Mountain Advisors
Georgia
$256K +$15K +178 +7%
OCM
1715
One Capital Management
California
$254K -$24.6K -292 -9%
SLG
1716
Stanley-Laman Group
Pennsylvania
$254K +$7.91K +94 +3%
HCP
1717
Hardin Capital Partners
South Carolina
$254K -$4.21K -50 -2%
MBT
1718
Montecito Bank & Trust
California
$254K
TAM
1719
Trillium Asset Management
Massachusetts
$253K -$221K -2,622 -48%
MSFP
1720
Mark Sheptoff Financial Planning
Connecticut
$253K -$4.21K -50 -2%
CC
1721
Constitution Capital
Connecticut
$252K -$58.9K -700 -20%
QC
1722
Quadrature Capital
United Kingdom
$252K +$235K +2,795 New
AFS
1723
Access Financial Services
Minnesota
$251K +$234K +2,787 New
ZIG
1724
Zullo Investment Group
Pennsylvania
$251K -$5.38K -64 -2%
UF
1725
Univest Financial
Pennsylvania
$250K +$234K +2,778 New

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.