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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
RBC
2051
Roble Belko & Company
Pennsylvania
$1K +$1.18K +14 New
RF
2052
Robbins Farley
New Hampshire
$901 +$841 +10 New
WPA
2053
West Paces Advisors
Georgia
$900
FGC
2054
Financial Gravity Companies
Texas
$900 +$841 +10 New
LWA
2055
Lowe Wealth Advisors
Maryland
$810
ZRP
2056
Zynergy Retirement Planning
New Jersey
$810
RAM
2057
Riggs Asset Management
Pennsylvania
$721 +$673 +8 New
CAM
2058
ClariVest Asset Management
California
$635
RWM
2059
Reston Wealth Management
Virginia
$450 +$421 +5 New
MFG
2060
Mendota Financial Group
Wisconsin
$271 +$252 +3 New
HWA
2061
Heritage Wealth Advisors
Virginia
$244 -$16.7K -198 -99%
WAG
2062
Wiser Advisor Group
Arizona
$186 -$84 -1 -33%
KA
2063
Kozak & Associates
Colorado
$180
TCM
2064
TruNorth Capital Management
Michigan
$180
KHC
2065
Koesten Hirschmann & Crabtree
Kansas
$127
WOC
2066
West Oak Capital
California
$59 -$35.3K -420 -87%
WBC
2067
West Branch Capital
Massachusetts
$42
EAM
2068
Eagle Asset Management
Florida
-$124M -1,605,438 Closed
APG Asset Management
2069
APG Asset Management
Netherlands
-$90.8M -1,236,283 Closed
Toronto Dominion Bank
2070
Toronto Dominion Bank
Ontario, Canada
-$54.6M -694,119 Closed
DRZID
2071
DePrince Race & Zollo Inc (DRZ)
Florida
-$24.7M -313,378 Closed
EL
2072
Envoi LLC
Minnesota
-$23.6M -300,000 Closed
GHA
2073
GW Henssler & Associates
Georgia
-$21.5M -273,599 Closed
Tudor Investment Corp
2074
Tudor Investment Corp
Connecticut
-$20.1M -238,666 Closed
FGP
2075
Foyston, Gordon, & Payne
Ontario, Canada
-$14.8M -187,632 Closed

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.