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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
HGERS
1951
Householder Group Estate & Retirement Specialist
Arizona
$23K -$3.62K -43 -14%
NL
1952
NVWM LLC
Pennsylvania
$21.8K -$2.06M -24,545 -99%
ME
1953
McIlrath & Eck
Washington
$21.4K -$8.08K -96 -29%
JAM
1954
JCIC Asset Management
Ontario, Canada
$21.2K
FGA
1955
Fortis Group Advisors
New Jersey
$20.7K
TCM
1956
Tradewinds Capital Management
Washington
$20.2K
ZB
1957
Zions Bancorporation
Utah
$19.8K -$11.8K -140 -39%
SL
1958
Salomon & Ludwin
Virginia
$19.6K -$5.22K -62 -22%
DFA
1959
DHJJ Financial Advisors
Illinois
$19.4K
CA
1960
Claris Advisors
Missouri
$19.4K +$18.1K +215 New
CIAS
1961
CBIZ Investment Advisory Services
Ohio
$19.2K +$9.25K +110 +109%
LAM
1962
Lummis Asset Management
Texas
$19.2K
RFG
1963
REAP Financial Group
Texas
$18.9K +$4.12K +49 +30%
SWA
1964
SOA Wealth Advisors
New York
$18.3K
FRA
1965
Front Row Advisors
California
$18.1K -$46.9K -557 -74%
ETS
1966
ESL Trust Services
New York
$18K -$5.38K -64 -24%
AT
1967
Avalon Trust
New Mexico
$18K
FC
1968
Fairscale Capital
New Hampshire
$17.9K
KWAG
1969
Kiely Wealth Advisory Group
North Carolina
$17.8K
CPG
1970
Cornerstone Planning Group
New Jersey
$17.5K -$2.44K -29 -13%
KB
1971
Kimelman & Baird
New York
$17.2K
NAAA
1972
New Age Alpha Advisors
New York
$17.1K +$16K +190 New
USB
1973
Union Savings Bank
Connecticut
$16.7K -$11.8K -140 -43%
MSG
1974
Main Street Group
Virginia
$16.6K +$4.12K +49 +36%
SNB
1975
Security National Bank
Nebraska
$16.1K

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.