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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
SCP
1801
Sivia Capital Partners
California
$211K +$197K +2,343 New
CWM
1802
Connecticut Wealth Management
Connecticut
$211K -$19.3K -230 -9%
AC
1803
ASB Consultores
Florida
$210K +$197K +2,336 New
IA
1804
IAM Advisory
Pennsylvania
$210K +$196K +2,334 New
FA
1805
Forefront Analytics
Pennsylvania
$209K +$195K +2,323 New
MFGP
1806
Marshall Financial Group (Pennsylvania)
Pennsylvania
$208K +$194K +2,310 New
SAM
1807
SignalPoint Asset Management
Missouri
$207K +$194K +2,312 New
CBT
1808
CoreFirst Bank & Trust
Kansas
$205K +$192K +2,282 New
SAM
1809
Satovsky Asset Management
New York
$204K +$190K +2,264 New
AWM
1810
Angeles Wealth Management
California
$204K +$190K +2,263 New
SMA
1811
Seven Mile Advisory
New Jersey
$203K +$190K +2,258 New
NF
1812
Nikulski Financial
Iowa
$203K +$189K +2,251 New
VWM
1813
Venturi Wealth Management
Texas
$203K -$467K -5,547 -71%
PWMAG
1814
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$189K +2,241 New
EFSCE
1815
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$188K +2,230 New
WBCM
1816
Wilson & Boucher Capital Management
California
$199K +$186K +2,212 New
OP
1817
ORG Partners
Indiana
$198K -$152K -1,806 -45%
DAM
1818
Delta Asset Management
Tennessee
$197K -$33.6K -400 -15%
Loomis, Sayles & Company
1819
Loomis, Sayles & Company
Massachusetts
$196K +$11.9K +141 +7%
DWS
1820
Dynamic Wealth Strategies
California
$194K -$14.9K -177 -8%
KLWA
1821
Kelly Lawrence W & Associates
California
$194K
PMFA
1822
Plante Moran Financial Advisors
Michigan
$190K +$76.7K +912 +76%
SIS
1823
Strategic Investment Solutions
Illinois
$189K +$11.5K +137 +7%
WI
1824
Wintrust Investments
Illinois
$184K -$1.73M -20,596 -91%
QC
1825
Quent Capital
New York
$183K +$21.2K +252 +14%

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.