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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
FB
2126
First Bancorp
Maine
-$236K -2,710 Closed
AWAG
2127
ARS Wealth Advisors Group
Florida
-$235K -2,700 Closed
PMAM
2128
Penn Mutual Asset Management
Pennsylvania
-$235K -2,700 Closed
CRC
2129
Curi RMB Capital
Illinois
-$234K -2,679 Closed
FFM
2130
Fullerton Fund Management
Singapore
-$230K -2,641 Closed
CIA
2131
Choate Investment Advisors
Massachusetts
-$229K -2,622 Closed
PTC
2132
Petrus Trust Company
Texas
-$228K -2,620 Closed
RWM
2133
Rockline Wealth Management
New York
-$227K -2,602 Closed
AL
2134
Aspiriant LLC
California
-$226K -2,592 Closed
FIB
2135
First Interstate Bank
Montana
-$220K -2,525 Closed
BP
2136
BBR Partners
New York
-$219K -2,514 Closed
CA
2137
Crane Advisory
California
-$210K -2,499 Closed
KWM
2138
Kolinsky Wealth Management
New Jersey
-$218K -2,497 Closed
SMA
2139
Seven Mile Advisory
New Jersey
-$217K -2,493 Closed
PFWA
2140
Paces Ferry Wealth Advisors
Georgia
-$216K -2,475 Closed
CCWM
2141
Cassaday & Co Wealth Management
Virginia
-$215K -2,471 Closed
SCM
2142
Steele Capital Management
Iowa
-$216K -2,462 Closed
CWMGP
2143
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$214K -2,450 Closed
MIC
2144
Means Investment Company
Maine
-$213K -2,445 Closed
MS
2145
Madden Securities
Texas
-$212K -2,435 Closed
OWA
2146
Octavia Wealth Advisors
Ohio
-$214K -2,431 Closed
IIM
2147
Ipswich Investment Management
Massachusetts
-$211K -2,426 Closed
HI
2148
Hudock Inc
Pennsylvania
-$209K -2,398 Closed
TWP
2149
Tyche Wealth Partners
Texas
-$208K -2,392 Closed
AMIM
2150
Aull & Monroe Investment Management
Alabama
-$208K -2,385 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.