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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
BB
1726
Berkshire Bank
Massachusetts
$249K +$233K +2,766 New
BFM
1727
Boston Financial Management
Massachusetts
$249K -$120K -1,431 -34%
CPA
1728
Capital Performance Advisors
California
$248K +$232K +2,757 New
RZH
1729
Relyea Zuckerberg Hanson
Connecticut
$248K +$232K +2,752 New
SFS
1730
Summit Financial Strategies
Ohio
$248K -$20.2K -240 -8%
CPIA
1731
Cornell Pochily Investment Advisors
New York
$248K -$20.9K -248 -8%
CT
1732
Coastline Trust
Rhode Island
$248K -$678K -8,060 -75%
RWM
1733
Revisor Wealth Management
Ohio
$247K -$14K -166 -6%
HR
1734
Hardy Reed
Mississippi
$247K +$9.76K +116 +4%
BWP
1735
Barlow Wealth Partners
Kentucky
$246K
MRCM
1736
M&R Capital Management
New Jersey
$246K -$63.3K -752 -22%
BJL
1737
Brighton Jones LLC
Washington
$245K -$600K -7,134 -72%
AA
1738
Addison Advisors
Vermont
$245K -$3.53K -42 -2%
JCIA
1739
Jackson Creek Investment Advisors
Colorado
$245K +$229K +2,719 New
WLIM
1740
White Lighthouse Investment Management
Massachusetts
$245K
FFA
1741
Founders Financial Alliance
North Carolina
$239K -$1.85K -22 -0.8%
UFF
1742
USA Financial Formulas
Michigan
$239K +$222K +2,640 +15,529%
BWP
1743
Balboa Wealth Partners
Arizona
$239K +$223K +2,655 New
WCM
1744
Wedge Capital Management
North Carolina
$239K +$8.24K +98 +4%
TSS
1745
Two Sigma Securities
New York
$238K -$6.63M -78,770 -97%
PDL
1746
Portfolio Design Labs
California
$238K +$222K +2,641 New
WP
1747
WMS Partners
Maryland
$238K -$102K -1,208 -31%
AR
1748
Apeiron RIA
Texas
$238K -$84 -1 -0%
MFG
1749
MidWestOne Financial Group
Iowa
$237K -$16.6K -197 -7%
FWM
1750
FFT Wealth Management
Pennsylvania
$236K +$220K +2,620 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.