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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
FCP
1776
Fidelis Capital Partners
Florida
$224K +$204K +2,423 New
CSA
1777
Cottage Street Advisors
Massachusetts
$223K +$209K +2,482 New
PA
1778
PFG Advisors
Arizona
$222K -$43.8K -521 -17%
KFGK
1779
Keystone Financial Group (Kentucky)
Kentucky
$221K -$24K -285 -10%
MS
1780
Madden Securities
Texas
$219K +$205K +2,435 New
CWM
1781
CarsonAllaria Wealth Management
Illinois
$219K +$20K +238 +11%
TFA
1782
Teamwork Financial Advisors
Texas
$217K +$203K +2,414 New
HI
1783
Hudock Inc
Pennsylvania
$217K +$203K +2,412 New
CPBTD
1784
Central Pacific Bank - Trust Division
Hawaii
$217K +$26.2K +311 +15%
PFWA
1785
Paces Ferry Wealth Advisors
Georgia
$217K +$203K +2,408 New
CCWM
1786
Cassaday & Co Wealth Management
Virginia
$216K +$202K +2,403 New
IIM
1787
Ipswich Investment Management
Massachusetts
$216K +$202K +2,400 New
AIA
1788
Alera Investment Advisors
Illinois
$216K +$202K +2,399 New
EWM
1789
Endowment Wealth Management
Wisconsin
$216K +$202K +2,398 New
AFWM
1790
AMJ Financial Wealth Management
Virginia
$215K +$201K +2,386 New
JWA
1791
JFS Wealth Advisors
Pennsylvania
$215K +$126K +1,494 +168%
TPW
1792
TL Private Wealth
Texas
$214K +$207K +2,457 New
HFAS
1793
Hummer Financial Advisory Services
Illinois
$214K +$198K +2,357 New
EB
1794
Emprise Bank
Kansas
$214K -$63.2K -751 -24%
EI
1795
Ellevest Inc
New York
$213K -$18.2K -216 -8%
AF
1796
Apexium Financial
Texas
$212K +$198K +2,358 New
MW
1797
Maia Wealth
Colorado
$212K +$196K +2,327 New
AB
1798
Atlas Brown
Kentucky
$212K -$87.5K -1,040 -31%
MG
1799
Mather Group
Illinois
$212K -$80.3K -954 -29%
OFS
1800
Orrstown Financial Services
Pennsylvania
$211K +$197K +2,346 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.