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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
TFF
1851
The Family Firm
Maryland
$66.2K +$68.9K +841 New
SAM
1852
S.A. Mason
Michigan
$64.4K +$2.05K +25 +3%
GKIM
1853
GW&K Investment Management
Massachusetts
$64K +$10.6K +129 +19%
BL
1854
BFSG LLC
California
$63.8K -$1.48K -18 -2%
SC
1855
SouthState Corp
Florida
$62.6K +$4.92K +60 +8%
AP
1856
Atwood & Palmer
Missouri
$61K
BIA
1857
Bell Investment Advisors
California
$60.7K +$5.82K +71 +10%
FRA
1858
Front Row Advisors
California
$60.1K
PSB
1859
Piscataqua Savings Bank
New Hampshire
$59.4K -$902 -11 -1%
RA
1860
Rise Advisors
New York
$58.1K +$4.51K +55 +8%
PA
1861
PSI Advisors
Florida
$57.3K -$2.13K -26 -3%
DF
1862
Dunhill Financial
United Kingdom
$55.8K +$18.9K +230 +48%
BCMLT
1863
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.3K +$20.7K +253 +56%
AFIA
1864
America First Investment Advisors
Nebraska
$54.7K
W
1865
WealthCollab
Washington
$53K -$10.1K -123 -15%
RS
1866
Rakuten Securities
Japan
$52.2K +$11.7K +143 +28%
KFS
1867
Kelly Financial Services
Massachusetts
$51.9K +$164 +2 +0.3%
CP
1868
Castleview Partners
Texas
$50.9K +$1.48K +18 +3%
RA
1869
Ransom Advisory
Rhode Island
$50.4K
AEPWM
1870
Atlantic Edge Private Wealth Management
Florida
$49.4K
TAM
1871
Tucker Asset Management
Colorado
$48.8K +$574 +7 +1%
FFA
1872
Frazier Financial Advisors
Ohio
$48.5K +$328 +4 +0.7%
CIR
1873
Clear Investment Research
Georgia
$47.2K
MHR
1874
Matthew Hamilton Rosenberg
$46.9K
CTA
1875
Colonial Trust Advisors
South Carolina
$46.5K -$5.41K -66 -10%

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.