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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
FFWM
1851
Future Financial Wealth Management
Ohio
$128K +$120K +1,425 New
AAP
1852
Arax Advisory Partners
Colorado
$128K +$23.8K +283 +25%
CA
1853
Crewe Advisors
Utah
$126K
ATS
1854
Ashton Thomas Securities
New York
$123K +$115K +1,365 New
TF
1855
Tompkins Financial
New York
$122K -$59.1K -702 -34%
SIC
1856
Salem Investment Counselors
North Carolina
$121K -$16.3K -194 -13%
AAG
1857
Armstrong Advisory Group
Massachusetts
$119K -$1.35K -16 -1%
BAM
1858
Byrne Asset Management
New Jersey
$119K -$9.25K -110 -8%
NECFA
1859
New England Capital Financial Advisors
Connecticut
$117K +$168 +2 +0.2%
BLC
1860
Brown, Lisle/Cummings
Rhode Island
$116K
NBT
1861
Northwest Bank & Trust
Iowa
$113K
YDMI
1862
Y.D. More Investments
Israel
$109K +$2.86K +34 +3%
HBT
1863
Hills Bank & Trust
Iowa
$108K +$101K +1,196 New
OC
1864
Oakworth Capital
Alabama
$103K -$4.37K -52 -4%
MA
1865
MCF Advisors
Kentucky
$103K -$33.5K -398 -26%
FCAS
1866
First Command Advisory Services
Texas
$102K
APW
1867
Acima Private Wealth
Virginia
$101K
PPC
1868
Park Place Capital
Alabama
$100K -$126K -1,492 -57%
BWL
1869
Bogart Wealth LLC
Virginia
$99.5K -$46.4K -552 -33%
WPWM
1870
Western Pacific Wealth Management
Illinois
$94.2K +$88K +1,046 New
HC
1871
Hoese & Co
Minnesota
$91K
AF
1872
Arrow Financial
New York
$89.9K -$421 -5 -0.5%
LWCFA
1873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.6K -$4.63K -55 -5%
CTB
1874
Country Trust Bank
Illinois
$88.3K
FWM
1875
Focused Wealth Management
New York
$87.8K +$82.1K +976 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.