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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
RDFA
1951
Ritter Daniher Financial Advisory
Ohio
$12K -$1.39K -17 -10%
AA
1952
AlphaMark Advisors
Kentucky
$12K
TSWM
1953
Tyler-Stone Wealth Management
Ohio
$11.6K
FWA
1954
FSC Wealth Advisors
New York
$11.6K
IHWM
1955
Iron Horse Wealth Management
Iowa
$11.3K
SC
1956
Stephens Consulting
Michigan
$11K
BWP
1957
Baldwin Wealth Partners
Massachusetts
$11K +$656 +8 +6%
FFA
1958
Fairfield Financial Advisors
Massachusetts
$10.6K +$11.1K +135 New
MSG
1959
Main Street Group
Virginia
$10.5K
MAM
1960
Marquette Asset Management
Minnesota
$10.4K +$10.8K +132 New
PAG
1961
Paladin Advisory Group
Iowa
$10.2K
OPTFSNA
1962
Old Point Trust & Financial Services N A
Virginia
$10.2K
IWP
1963
IAG Wealth Partners
Wisconsin
$10K +$82 +1 +0.8%
GIS
1964
Grayhawk Investment Strategies
Alberta, Canada
$10K
GWSA
1965
Global Wealth Strategies & Associates
Colorado
$9.84K +$2.71K +33 +36%
PWMG
1966
Private Wealth Management Group
New Jersey
$9.84K +$3.36K +41 +49%
MIA
1967
MeadowBrook Investment Advisors
Michigan
$9.76K
WOSD
1968
WFA of San Diego
California
$9.45K +$9.84K +120 New
SWM
1969
Sanctuary Wealth Management
Idaho
$9.37K -$738 -9 -7%
TCG
1970
Transcendent Capital Group
Oklahoma
$9.05K
PCM
1971
Penserra Capital Management
California
$9K
AW
1972
Avion Wealth
Texas
$9K +$4.02K +49 +65%
PP
1973
PFS Partners
New Jersey
$8.8K +$82 +1 +0.9%
MWM
1974
Mascoma Wealth Management
New Hampshire
$8.66K
IRAG
1975
Investment Research & Advisory Group
Georgia
$8.58K

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.