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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
LAI
1776
Legal Advantage Investments
California
$200K
JWCA
1777
J.W. Coons Advisors
Ohio
$200K
FCA
1778
FinTrust Capital Advisors
South Carolina
$199K +$3.94K +48 +2%
FMB
1779
Field & Main Bank
Kentucky
$186K -$72.4K -883 -27%
DWS
1780
Dynamic Wealth Strategies
California
$183K -$164 -2 -0.1%
IFAM
1781
Institutional & Family Asset Management
Colorado
$181K +$73.6K +898 +64%
CAS
1782
Coppell Advisory Solutions
Texas
$181K +$188K +2,297 New
TWP
1783
Triad Wealth Partners
Kansas
$180K +$188K +2,290 New
SOS
1784
Silver Oak Securities
Tennessee
$176K -$21.1K -257 -10%
PP
1785
Pacifica Partners
Canada
$174K
WR
1786
WD Rutherford
Oregon
$174K -$75.8K -925 -30%
CWM
1787
CarsonAllaria Wealth Management
Illinois
$173K -$9.84K -120 -5%
KLWA
1788
Kelly Lawrence W & Associates
California
$169K
CPBTD
1789
Central Pacific Bank - Trust Division
Hawaii
$165K
TF
1790
Tompkins Financial
New York
$162K -$1.31K -16 -0.8%
Loomis, Sayles & Company
1791
Loomis, Sayles & Company
Massachusetts
$161K -$9.35K -114 -5%
SIS
1792
Strategic Investment Solutions
Illinois
$159K +$161K +1,962 New
BONH
1793
Bank of New Hampshire
New Hampshire
$156K
APC
1794
Aspire Private Capital
North Carolina
$155K +$16.8K +205 +12%
SCM
1795
Silvant Capital Management
Georgia
$153K
Optiver Holding
1796
Optiver Holding
Netherlands
$149K +$156K +1,898 New
VAMG
1797
Voisard Asset Management Group
Michigan
$149K +$55.7K +680 +56%
CA
1798
Centerpoint Advisors
Massachusetts
$148K
BGAI
1799
Bruce G. Allen Investments
Colorado
$145K -$246 -3 -0.2%
QC
1800
Quent Capital
New York
$140K +$8.28K +101 +6%

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.