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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
OA
1876
Operose Advisors
Wisconsin
$46.4K
OW
1877
Olistico Wealth
Oklahoma
$44.9K +$46.8K +571 New
OWA
1878
Opal Wealth Advisors
New York
$43K +$44.8K +546 New
RF
1879
Robinswood Financial
Washington
$42.2K +$43.9K +536 New
GG
1880
Gleason Group
Kentucky
$42K +$43.7K +533 New
CB
1881
Centennial Bank
Arkansas
$40.5K -$3.52K -43 -8%
HCM
1882
Hollencrest Capital Management
California
$40.3K -$5.17K -63 -11%
HBW
1883
Hazlett, Burt & Watson
West Virginia
$40K -$16.3K -199 -28%
MTIC
1884
Missouri Trust & Investment Company
Missouri
$39.7K
DWA
1885
Dougherty Wealth Advisers
Minnesota
$39.4K
PP
1886
Pingora Partners
Wyoming
$39.4K
HWP
1887
Highline Wealth Partners
California
$38.8K -$7.46K -91 -16%
NFSG
1888
Newbridge Financial Services Group
Florida
$38.8K
HFM
1889
Hartford Financial Management
Connecticut
$38.3K -$14.3K -175 -26%
WOC
1890
West Oak Capital
California
$38.2K -$309K -3,765 -89%
CM
1891
Castleark Management
Illinois
$37.8K
CFS
1892
CGC Financial Services
Oregon
$37.3K
RMC
1893
Resources Management Corp
Connecticut
$36K
CWC
1894
Carolinas Wealth Consulting
North Carolina
$34.7K -$164 -2 -0.5%
FCT
1895
First Community Trust
Iowa
$34.6K -$14.8K -180 -29%
TIM
1896
Thompson Investment Management
Wisconsin
$33.5K
BIM
1897
Breakwater Investment Management
Washington
$31.5K
CB
1898
Community Bank
New York
$31.5K
PGAM
1899
Princeton Global Asset Management
New Jersey
$31.5K
SA
1900
SRH Advisors
Kansas
$31.5K

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.