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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
RSWM
1751
Robertson Stephens Wealth Management
California
$236K -$190K -2,257 -46%
AWM
1752
Aries Wealth Management
Maine
$236K -$47.5K -565 -18%
SRA
1753
Secured Retirement Advisors
Minnesota
$234K -$4.96K -59 -2%
PCM
1754
Pointe Capital Management
Michigan
$234K -$281K -3,336 -56%
GWM
1755
GSB Wealth Management
Connecticut
$234K -$375K -4,458 -63%
SCM
1756
Saxony Capital Management
Missouri
$234K +$1.35K +16 +0.6%
OWP
1757
ORG Wealth Partners
Texas
$234K +$218K +2,594 New
MIC
1758
Means Investment Company
Maine
$233K +$218K +2,591 New
FA
1759
FDx Advisors
Illinois
$233K -$4.54K -54 -2%
KWM
1760
KFG Wealth Management
Indiana
$233K -$45.2K -537 -17%
FMWA
1761
Forvis Mazars Wealth Advisors
Missouri
$233K +$2.52K +30 +1%
OAJ
1762
Ogorek Anthony Joseph
New York
$232K
NC
1763
NBW Capital
Massachusetts
$232K +$217K +2,575 New
WAM
1764
Weatherly Asset Management
California
$231K +$215K +2,553 New
PP
1765
PDS Planning
Ohio
$231K -$75.1K -893 -26%
CMI
1766
Clare Market Investments
Texas
$231K +$215K +2,561 New
LAI
1767
Legal Advantage Investments
California
$229K
JWCA
1768
J.W. Coons Advisors
Ohio
$229K
NG
1769
Northstar Group
New York
$229K -$11K -131 -5%
FCA
1770
FinTrust Capital Advisors
South Carolina
$228K +$84 +1 +0%
JWBC
1771
J.W. Burns & Co
New York
$227K +$212K +2,524 New
FCG
1772
Fielder Capital Group
Tennessee
$226K -$12.6K -150 -6%
MAM
1773
Morse Asset Management
Connecticut
$225K +$210K +2,500 New
SSWM
1774
Sheets Smith Wealth Management
North Carolina
$225K -$46.9K -557 -18%
ANTB
1775
AMG National Trust Bank
Colorado
$225K -$3.57M -42,431 -94%

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.