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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
AFWM
1926
Abich Financial Wealth Management
Virginia
$18.3K +$19K +232 New
FGA
1927
Fortis Group Advisors
New Jersey
$18.1K
CPG
1928
Cornerstone Planning Group
New Jersey
$17.8K -$3.28K -40 -15%
TCM
1929
Tradewinds Capital Management
Washington
$17.6K +$902 +11 +5%
TCA
1930
Trifecta Capital Advisors
Illinois
$17.1K
CJL
1931
Cyrus J. Lawrence
New York
$17K -$1.1M -13,457 -98%
DFA
1932
DHJJ Financial Advisors
Illinois
$16.9K
LAM
1933
Lummis Asset Management
Texas
$16.8K
KWAG
1934
Kiely Wealth Advisory Group
North Carolina
$16.4K
HFS
1935
HBC Financial Services
Washington
$16K +$82 +1 +0.5%
SWA
1936
SOA Wealth Advisors
New York
$16K -$246 -3 -1%
HWA
1937
Heritage Wealth Advisors
Virginia
$15.8K -$41M -500,024 -100%
AT
1938
Avalon Trust
New Mexico
$15.7K
FC
1939
Fairscale Capital
New Hampshire
$15.4K +$16.1K +197 New
KB
1940
Kimelman & Baird
New York
$15K +$15.7K +191 New
RTC
1941
Riverview Trust Company
Washington
$14.6K -$21K -256 -58%
OCM
1942
Orion Capital Management
California
$14.2K -$164K -2,000 -92%
SNB
1943
Security National Bank
Nebraska
$14.1K
NMG
1944
New Millennium Group
Utah
$13.4K -$2.64M -32,215 -99%
RTL
1945
Red Tortoise LLC
Georgia
$12.8K
RFG
1946
REAP Financial Group
Texas
$12.7K -$1.07K -13 -7%
RWMG
1947
Redwood Wealth Management Group
New Jersey
$12.6K +$13.1K +160 New
TIM
1948
Tortoise Investment Management
New York
$12.5K -$9.18K -112 -41%
SFC
1949
Strategic Financial Concepts
Texas
$12.3K +$5.77M +70,437 New
CPA
1950
Clear Point Advisors
New York
$12.2K -$4.1K -50 -24%

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.