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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
CTC
1876
Cetera Trust Company
Minnesota
$87.8K
GJIA
1877
Glass Jacobson Investment Advisors
Maryland
$85.6K
OIA
1878
Optimum Investment Advisors
Illinois
$85.5K
GKIM
1879
GW&K Investment Management
Massachusetts
$85K +$11.4K +135 +17%
KFI
1880
Key Financial Inc
Pennsylvania
$84.4K +$505 +6 +0.6%
CWP
1881
Concord Wealth Partners
Virginia
$84K -$312K -3,706 -80%
TC
1882
Trust Company
Kansas
$81.7K
GSEP
1883
Golden State Equity Partners
California
$81.1K +$75.8K +901 New
HWM
1884
Hemington Wealth Management
Virginia
$80K +$75.8K +901 New
AT
1885
Arlington Trust
Alabama
$77.7K
AP
1886
Atwood & Palmer
Missouri
$76.8K +$6.56K +78 +10%
DF
1887
Dunhill Financial
United Kingdom
$76.6K +$11.8K +140 +20%
SAM
1888
S.A. Mason
Michigan
$73.6K
FWM
1889
FSA Wealth Management
Massachusetts
$72.3K +$67.6K +803 New
BCMLT
1890
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.5K +$6.81K +81 +12%
SC
1891
SouthState Corp
Florida
$68.7K -$2.69K -32 -4%
PSB
1892
Piscataqua Savings Bank
New Hampshire
$68K
HI
1893
Hoey Investments
Pennsylvania
$67.8K
RAM
1894
Ramirez Asset Management
New York
$67.5K -$8.41K -100 -12%
CWM
1895
Cranbrook Wealth Management
Michigan
$67.3K -$33.9K -403 -35%
RA
1896
Rise Advisors
New York
$67.1K +$589 +7 +0.9%
HCM
1897
Hollencrest Capital Management
California
$66.4K +$18.9K +225 +44%
PA
1898
PSI Advisors
Florida
$65.6K +$84 +1 +0.1%
BL
1899
BFSG LLC
California
$64.8K -$7.57K -90 -11%
BIA
1900
Bell Investment Advisors
California
$62K -$6.9K -82 -11%

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.