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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
OFS
1751
OneAscent Financial Services
Alabama
$209K +$23.9K +292 +12%
AG
1752
AlTi Global
New York
$209K -$62.3K -760 -22%
BBA
1753
BLB&B Advisors
Pennsylvania
$208K
FA
1754
FDx Advisors
Illinois
$208K -$66.6K -812 -24%
AR
1755
Apeiron RIA
Texas
$208K -$15.5K -189 -7%
MWA
1756
Mills Wealth Advisors
Texas
$208K +$11.6K +142 +6%
AT
1757
Arden Trust
Delaware
$207K -$11.8K -144 -5%
HR
1758
Hardy Reed
Mississippi
$207K +$215K +2,627 New
CC
1759
Callan Capital
California
$207K +$22.7K +277 +12%
PJWM
1760
Philip James Wealth Mangement
Georgia
$206K +$3.12K +38 +1%
MWM
1761
Modera Wealth Management
New Jersey
$206K -$25.4K -310 -11%
FWM
1762
Forza Wealth Management
Florida
$205K +$214K +2,606 New
PPC
1763
Park Place Capital
Alabama
$205K -$45.7K -557 -18%
GF
1764
Gries Financial
Ohio
$204K -$66K -805 -24%
DAM
1765
Delta Asset Management
Tennessee
$204K -$12.3K -150 -5%
BCA
1766
Bay Colony Advisors
Massachusetts
$204K -$4.75K -58 -2%
SCM
1767
Saxony Capital Management
Missouri
$203K -$820 -10 -0.4%
EI
1768
Ellevest Inc
New York
$203K -$210K -2,564 -50%
OAJ
1769
Ogorek Anthony Joseph
New York
$203K -$13.7K -167 -6%
CWM
1770
Connecticut Wealth Management
Connecticut
$202K -$181K -2,211 -46%
BA
1771
Brightwater Advisory
Florida
$201K +$210K +2,557 New
WCM
1772
Wedge Capital Management
North Carolina
$201K -$30.1K -367 -13%
FMWA
1773
Forvis Mazars Wealth Advisors
Missouri
$201K -$8.85K -108 -4%
CC
1774
Chicago Capital
Illinois
$201K +$209K +2,548 New
AFP
1775
Alpha Financial Partners
Kentucky
$200K +$209K +2,547 New

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.