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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
TAM
1926
Tucker Asset Management
Colorado
$41K -$13.9K -165 -27%
CWC
1927
Carolinas Wealth Consulting
North Carolina
$39.9K -$84 -1 -0.2%
FCT
1928
First Community Trust
Iowa
$39.5K
TIM
1929
Thompson Investment Management
Wisconsin
$38.3K
RMC
1930
Resources Management Corp
Connecticut
$38K -$3.03K -36 -8%
CB
1931
Centennial Bank
Arkansas
$36.5K -$9.25K -110 -21%
BIM
1932
Breakwater Investment Management
Washington
$36K
CB
1933
Community Bank
New York
$36K
PGAM
1934
Princeton Global Asset Management
New Jersey
$36K
SA
1935
SRH Advisors
Kansas
$36K
CFG
1936
CKW Financial Group
Hawaii
$36K
HCM
1937
Horrell Capital Management
Arkansas
$36K
FFC
1938
First Financial Corp
Indiana
$35.2K
TCM
1939
Tributary Capital Management
Nebraska
$33.9K
WSCM
1940
Wellington Shields Capital Management
New York
$31.5K
APC
1941
Aspire Private Capital
North Carolina
$30.7K -$137K -1,632 -83%
JSC
1942
J. Stern & Co
United Kingdom
$29.7K +$27.8K +330 New
DWA
1943
Delos Wealth Advisors
Texas
$27.9K
AWM
1944
Abound Wealth Management
Tennessee
$27.8K +$4.29K +51 +20%
HWP
1945
Highline Wealth Partners
California
$27.5K -$15.8K -188 -38%
CAM
1946
Chesapeake Asset Management
New York
$27K -$841 -10 -3%
DWM
1947
Darwin Wealth Management
Florida
$27K +$25.2K +300 New
FFO
1948
Fortitude Family Office
Arizona
$26.8K +$25.1K +298 New
RWML
1949
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$25.9K -$16K -190 -40%
SIC
1950
SJS Investment Consulting
Ohio
$23K -$84 -1 -0.4%

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.