We are live on ! Find out more
MDT icon

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
CIAS
1976
CBIZ Investment Advisory Services
Ohio
$8.01K +$82 +1 +1%
CAM
1977
Creekmur Asset Management
Illinois
$7.87K -$3.69K -45 -31%
BFS
1978
Burkett Financial Services
South Carolina
$7.87K
AWM
1979
Atticus Wealth Management
Florida
$7.71K
HF
1980
Halpern Financial
Virginia
$7.48K
CMBA
1981
C.M. Bidwell & Associates
Hawaii
$7.16K
NMM
1982
Naples Money Management
Florida
$6.48K
GI
1983
GS Investments
Minnesota
$6.45K
HB
1984
Horizon Bancorp
Indiana
$6K
BBPWM
1985
Blue Bell Private Wealth Management
Pennsylvania
$5.83K
SWM
1986
Sugarloaf Wealth Management
Georgia
$5.7K
SAG
1987
Spotlight Asset Group
Illinois
$5.12K
DPW
1988
DiNuzzo Private Wealth
Pennsylvania
$5.04K +$820 +10 +19%
PIS
1989
POM Investment Strategies
North Carolina
$4.8K +$2.29K +28 +85%
SHIM
1990
Stone House Investment Management
Pennsylvania
$4.72K
ACM
1991
Anfield Capital Management
California
$4.41K
CSWM
1992
Cassady Schiller Wealth Management
Ohio
$4.33K -$23.4K -286 -84%
CMA
1993
Cedar Mountain Advisors
Oregon
$3.94K -$1.31K -16 -24%
WAM
1994
WFA Asset Management
Wisconsin
$3.94K
ECM
1995
Everence Capital Management
Indiana
$3.37K -$384K -4,680 -10%
CAM
1996
Clarity Asset Management
Iowa
$3.02K
FCG
1997
Financial Connections Group
California
$3K +$3.28K +40 New
RWM
1998
Ruedi Wealth Management
Illinois
$2.91K
FG
1999
Fairman Group
Pennsylvania
$2.86K
TWD
2000
True Wealth Design
Ohio
$2.36K +$656 +8 +36%

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.