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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
WLG
2076
Williamson Legacy Group
Indiana
-$703K -8,072 Closed
SPI
2077
Sutton Place Investors
New York
-$585K -6,710 Closed
ZIC
2078
ZWJ Investment Counsel
Georgia
-$584K -6,700 Closed
AAG
2079
Accordant Advisory Group
Maryland
-$580K -6,659 Closed
ALAM
2080
Asahi Life Asset Management
Japan
-$550K -6,310 Closed
B
2081
Bellecapital
Switzerland
-$528K -6,058 Closed
OFS
2082
OMC Financial Services
New York
-$521K -5,980 Closed
IWA
2083
Invera Wealth Advisors
Oregon
-$458K -5,778 Closed
WFAG
2084
Worth Financial Advisory Group
North Carolina
-$475K -5,454 Closed
SIAS
2085
Summit Investment Advisory Services
Minnesota
-$466K -5,348 Closed
DA
2086
DCM Advisors
New York
-$450K -5,168 Closed
OA
2087
Oxbow Advisors
Texas
-$438K -5,022 Closed
Q
2088
QVR
California
-$437K -5,017 Closed
FCA
2089
Fortis Capital Advisors
Kansas
-$434K -4,981 Closed
WKSWA
2090
White Knight Strategic Wealth Advisors
New Jersey
-$419K -4,809 Closed
FCP
2091
Fidelis Capital Partners
Florida
-$408K -4,678 Closed
NJBEST
2092
New Jersey Better Educational Savings Trust
New Jersey
-$393K -4,510 Closed
WF
2093
WoodTrust Financial
Wisconsin
-$388 -4,450 Closed
CBFP
2094
Cedar Brook Financial Partners
Ohio
-$379K -4,354 Closed
GDP
2095
Great Diamond Partners
Maine
-$367K -4,214 Closed
LFG
2096
Leverty Financial Group
Wisconsin
-$350K -4,014 Closed
CWA
2097
CM Wealth Advisors
Ohio
-$303K -3,699 Closed
SAW
2098
Signal Advisors Wealth
Michigan
-$317K -3,633 Closed
BIP
2099
Blueprint Investment Partners
North Carolina
-$314K -3,603 Closed
DWA
2100
Delap Wealth Advisory
Oregon
-$303K -3,479 Closed

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.