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
DBRC
2101
D.B. Root & Company
Pennsylvania
-$303K -3,473 Closed
HIM
2102
Hillsdale Investment Management
Ontario, Canada
-$299K -3,431 Closed
AC
2103
ASB Consultores
Florida
-$297K -3,410 Closed
PCM
2104
Perkins Capital Management
Minnesota
-$294K -3,375 Closed
AG
2105
Ascent Group
Virginia
-$292K -3,349 Closed
HAM
2106
Harmony Asset Management
Arizona
-$288K -3,306 Closed
WFI
2107
West Family Investments
California
-$288K -3,300 Closed
JWBC
2108
J.W. Burns & Co
New York
-$286K -3,276 Closed
EFSCE
2109
Enterprise Financial Services Corp (EFSC)
Missouri
-$285K -3,271 Closed
SG
2110
Sienna Gestion
France
-$284K -3,258 Closed
LSA
2111
Lion Street Advisors
Texas
-$256K -3,104 Closed
PJSIMP
2112
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$270K -3,095 Closed
PWA
2113
Physician Wealth Advisors
Utah
-$241K -3,042 Closed
PCA
2114
Prosperity Capital Advisors
Ohio
-$261K -2,994 Closed
FA
2115
Forefront Analytics
Pennsylvania
-$257K -2,952 Closed
HC
2116
Hendley & Co
Ohio
-$256K -2,938 Closed
ARC
2117
Advisor Resource Council
Texas
-$241K -2,925 Closed
WBCM
2118
Wilson & Boucher Capital Management
California
-$254K -2,912 Closed
AGA
2119
Arkos Global Advisors
Texas
-$253K -2,906 Closed
NC
2120
NBW Capital
Massachusetts
-$245K -2,806 Closed
ACI
2121
Alpha Cubed Investments
California
-$244K -2,795 Closed
FM
2122
Family Management
New York
-$243K -2,793 Closed
WG
2123
Winton Group
United Kingdom
-$239K -2,743 Closed
IWP
2124
Insight Wealth Partners
Texas
-$238K -2,732 Closed
FWCM
2125
Ferguson Wellman Capital Management
Oregon
-$237K -2,718 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.