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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
TIM
1976
Tortoise Investment Management
New York
$15.9K +$1.51K +18 +11%
RTL
1977
Red Tortoise LLC
Georgia
$14.6K
ACM
1978
Anfield Capital Management
California
$14.5K +$8.83K +105 +188%
IAIM
1979
International Assets Investment Management
Florida
$14.4K +$108M +1,284,002 +8,909%
AA
1980
AlphaMark Advisors
Kentucky
$14K
CPA
1981
Clear Point Advisors
New York
$14K
RDFA
1982
Ritter Daniher Financial Advisory
Ohio
$13.8K
FWA
1983
FSC Wealth Advisors
New York
$13.4K +$84 +1 +0.7%
BFPW
1984
BOK Financial Private Wealth
Colorado
$13.3K -$13K -155 -51%
IHWM
1985
Iron Horse Wealth Management
Iowa
$13K
SC
1986
Stephens Consulting
Michigan
$12.6K
NMG
1987
New Millennium Group
Utah
$12.6K -$2.61K -31 -18%
CMBA
1988
C.M. Bidwell & Associates
Hawaii
$12.2K +$3.79K +45 +49%
FFA
1989
Fairfield Financial Advisors
Massachusetts
$12.2K
GWSA
1990
Global Wealth Strategies & Associates
Colorado
$12.2K +$841 +10 +8%
PAG
1991
Paladin Advisory Group
Iowa
$11.9K
BBPWM
1992
Blue Bell Private Wealth Management
Pennsylvania
$11.7K +$4.71K +56 +76%
IWP
1993
IAG Wealth Partners
Wisconsin
$11.6K +$84 +1 +0.8%
GIS
1994
Grayhawk Investment Strategies
Alberta, Canada
$11.4K
GFPC
1995
Global Financial Private Client
Florida
$11.4K +$8.83K +105 +477%
BWP
1996
Baldwin Wealth Partners
Massachusetts
$11.3K -$1.18K -14 -10%
PWMG
1997
Private Wealth Management Group
New Jersey
$11.3K
MIA
1998
MeadowBrook Investment Advisors
Michigan
$11.2K
AW
1999
Avion Wealth
Texas
$11K +$84 +1 +0.8%
WOSD
2000
WFA of San Diego
California
$10.8K

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.