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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
WWP
1901
WR Wealth Planners
Missouri
$60.5K -$18.4K -219 -25%
RTC
1902
Riverview Trust Company
Washington
$59.1K +$39.5K +470 +253%
W
1903
WealthCollab
Washington
$57.5K -$2.86K -34 -5%
RA
1904
Ransom Advisory
Rhode Island
$57.3K -$336 -4 -0.6%
AEPWM
1905
Atlantic Edge Private Wealth Management
Florida
$56.5K
MHR
1906
Matthew Hamilton Rosenberg
$54.7K
WTA
1907
Washington Trust Advisors
Massachusetts
$54K -$215K -2,550 -81%
CIR
1908
Clear Investment Research
Georgia
$54K
CTA
1909
Colonial Trust Advisors
South Carolina
$53.2K
OA
1910
Operose Advisors
Wisconsin
$53.1K
OW
1911
Olistico Wealth
Oklahoma
$51.4K
TWD
1912
True Wealth Design
Ohio
$51.1K +$45.3K +538 +1,793%
RF
1913
Robinswood Financial
Washington
$48.3K
HFM
1914
Hartford Financial Management
Connecticut
$48.2K +$4.12K +49 +10%
CP
1915
Castleview Partners
Texas
$45.9K -$11.5K -137 -21%
NFSG
1916
Newbridge Financial Services Group
Florida
$45.7K +$1.35K +16 +3%
MTIC
1917
Missouri Trust & Investment Company
Missouri
$45.5K
CCC
1918
Chelsea Counsel Company
California
$45.4K +$42.1K +500 New
DWA
1919
Dougherty Wealth Advisers
Minnesota
$45K
PP
1920
Pingora Partners
Wyoming
$45K
FFA
1921
Frazier Financial Advisors
Ohio
$44.6K -$10.2K -121 -20%
M
1922
MOTCO
Texas
$44.6K -$35.2K -419 -46%
CM
1923
Castleark Management
Illinois
$43.2K
CFS
1924
CGC Financial Services
Oregon
$42.7K
POIA
1925
Pin Oak Investment Advisors
Texas
$42K +$6.56K +78 +20%

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.