We are live on ! Find out more
MDT icon

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
PP
1826
Pacifica Partners
Canada
$180K -$21K -250 -11%
BONH
1827
Bank of New Hampshire
New Hampshire
$179K
SCM
1828
Silvant Capital Management
Georgia
$175K
VAMG
1829
Voisard Asset Management Group
Michigan
$174K +$2.94K +35 +2%
CA
1830
CoreCap Advisors
Michigan
$173K -$1.99M -23,710 -93%
BGAI
1831
Bruce G. Allen Investments
Colorado
$171K +$4.12K +49 +3%
CA
1832
Centerpoint Advisors
Massachusetts
$169K
IBOK
1833
Independence Bank of Kentucky
Kentucky
$165K +$16.8K +200 +12%
CAS
1834
Coppell Advisory Solutions
Texas
$165K -$37.9K -450 -20%
EWM
1835
Evermay Wealth Management
Virginia
$164K -$112K -1,328 -42%
S
1836
Sachetta
Massachusetts
$159K +$54.9K +653 +59%
ETC
1837
Exchange Traded Concepts
Oklahoma
$157K -$9.32M -110,756 -98%
TFM
1838
TFC Financial Management
Massachusetts
$153K +$5.05K +60 +4%
SIS
1839
Sound Income Strategies
Florida
$152K -$82.3K -978 -37%
NIMI
1840
Natixis Investment Managers International
France
$151K
BC
1841
Belmont Capital
California
$150K -$168K -2,000 -55%
EBA
1842
Eagle Bay Advisors
New York
$145K -$1.18K -14 -0.9%
HGA
1843
Hobbs Group Advisors
South Carolina
$145K -$461K -5,484 -77%
ADL
1844
Asset Dedication LLC
California
$144K -$4.79K -57 -3%
HWM
1845
HighMark Wealth Management
Minnesota
$142K +$1.18K +14 +0.9%
FPFS
1846
First Personal Financial Services
North Carolina
$140K -$13.2K -157 -9%
VCM
1847
Versant Capital Management
Arizona
$140K +$28.9K +344 +29%
JGIA
1848
Jackson Grant Investment Advisers
Connecticut
$130K +$252 +3 +0.2%
ST
1849
Smithfield Trust
Pennsylvania
$129K +$2.44K +29 +2%
LOIP
1850
Live Oak Investment Partners
Texas
$129K

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.