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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
CFG
1901
CKW Financial Group
Hawaii
$31K
HCM
1902
Horrell Capital Management
Arkansas
$31K
POIA
1903
Pin Oak Investment Advisors
Texas
$31K
FFC
1904
First Financial Corp
Indiana
$30.8K
TCM
1905
Tributary Capital Management
Nebraska
$29.6K +$164 +2 +0.5%
SC
1906
Swan Capital
Florida
$28.8K +$30K +366 New
ZB
1907
Zions Bancorporation
Utah
$28.3K -$5.66K -69 -16%
LIA
1908
Lynx Investment Advisory
District of Columbia
$28.2K +$29.4K +359 New
MAM
1909
Meeder Asset Management
Ohio
$27.6K -$274K -3,341 -90%
WSCM
1910
Wellington Shields Capital Management
New York
$27.5K -$13.9K -170 -33%
ME
1911
McIlrath & Eck
Washington
$26.3K
IGWM
1912
ICA Group Wealth Management
Colorado
$26.1K -$11.2K -137 -29%
USB
1913
Union Savings Bank
Connecticut
$25.6K -$34.1K -416 -56%
DWA
1914
Delos Wealth Advisors
Texas
$24.4K
CAM
1915
Chesapeake Asset Management
New York
$24.4K -$4.1K -50 -14%
HGERS
1916
Householder Group Estate & Retirement Specialist
Arizona
$24K +$2.54K +31 +11%
BFPW
1917
BOK Financial Private Wealth
Colorado
$23.8K +$20.9K +255 +543%
PCWA
1918
Pacific Capital Wealth Advisors
California
$23.2K +$21.7K +265 +883%
GCM
1919
Gables Capital Management
Florida
$22.7K
SL
1920
Salomon & Ludwin
Virginia
$22K -$16.4K -200 -42%
ETS
1921
ESL Trust Services
New York
$20.8K +$5.25K +64 +32%
AWM
1922
Abound Wealth Management
Tennessee
$20.3K
SIC
1923
SJS Investment Consulting
Ohio
$20.2K
RFG
1924
RFP Financial Group
Georgia
$18.9K -$492 -6 -2%
JAM
1925
JCIC Asset Management
Ontario, Canada
$18.5K

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.