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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
FAB
2126
First American Bank
Illinois
-$382K -4,854 Closed
KIG
2127
Kennedy Investment Group
New Jersey
-$358K -4,551 Closed
AC
2128
Allstate Corporation
Illinois
-$330K -4,195 Closed
TPWA
2129
TRUE Private Wealth Advisors
Oregon
-$320K -4,061 Closed
WPI
2130
Walter Public Investments
Canada
-$315K -4,000 Closed
CAMV
2131
Concord Asset Management (Virginia)
Virginia
-$314K -3,990 Closed
LGA
2132
Lebenthal Global Advisors
New York
-$311K -3,954 Closed
WAS
2133
Wealth Advisory Solutions
Indiana
-$310K -3,944 Closed
SPA
2134
Sherbrooke Park Advisers
New York
-$307K -3,899 Closed
SXL
2135
Summit X LLC
Missouri
-$298K -3,830 Closed
LSPW
2136
Lake Street Private Wealth
Illinois
-$299K -3,799 Closed
NA
2137
Nottingham Advisors
New York
-$290K -3,690 Closed
AM
2138
AGF Management
Ontario, Canada
-$278K -3,529 Closed
EWA
2139
ERTS Wealth Advisors
Michigan
-$269K -3,420 Closed
IWP
2140
Innova Wealth Partners
Pennsylvania
-$263K -3,340 Closed
SFO
2141
Stokes Family Office
Louisiana
-$261K -3,321 Closed
WWS
2142
Wellington Wealth Strategies
Indiana
-$257K -3,269 Closed
EI
2143
EDMP Inc
Florida
-$256K -3,254 Closed
AG
2144
Algert Global
California
-$241K -3,057 Closed
DPIM
2145
Duff & Phelps Investment Management
Illinois
-$239K -3,037 Closed
LAM
2146
LifePro Asset Management
California
-$235K -2,980 Closed
SSWM
2147
Strait & Sound Wealth Management
California
-$234K -2,976 Closed
CAAS
2148
Capital Asset Advisory Services
Michigan
-$228K -2,971 Closed
B
2149
Bailard
California
-$230K -2,927 Closed
FBT
2150
First Bank & Trust
South Dakota
-$223K -2,828 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.