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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
ACM
2151
Allred Capital Management
Texas
-$216K -2,738 Closed
BBA
2152
BLB&B Advisors
Pennsylvania
-$208K -2,648 Closed
GF
2153
Gries Financial
Ohio
-$204K -2,596 Closed
BCA
2154
Bay Colony Advisors
Massachusetts
-$204K -2,589 Closed
AFP
2155
Alpha Financial Partners
Kentucky
-$200K -2,547 Closed
FMB
2156
Field & Main Bank
Kentucky
-$186K -2,365 Closed
TWP
2157
Triad Wealth Partners
Kansas
-$180K -2,290 Closed
SOS
2158
Silver Oak Securities
Tennessee
-$176K -2,236 Closed
WR
2159
WD Rutherford
Oregon
-$174K -2,205 Closed
Optiver Holding
2160
Optiver Holding
Netherlands
-$149K -1,898 Closed
EC
2161
EdgeRock Capital
Colorado
-$94.3K -1,198 Closed
CBT
2162
Central Bank & Trust
Kentucky
-$90K -1,143 Closed
VAG
2163
VisionPoint Advisory Group
Texas
-$81.2K -1,032 Closed
TFF
2164
The Family Firm
Maryland
-$66.2K -841 Closed
AFIA
2165
America First Investment Advisors
Nebraska
-$54.7K -695 Closed
KFS
2166
Kelly Financial Services
Massachusetts
-$51.9K -659 Closed
OWA
2167
Opal Wealth Advisors
New York
-$43K -546 Closed
GG
2168
Gleason Group
Kentucky
-$42K -533 Closed
LIA
2169
Lynx Investment Advisory
District of Columbia
-$28.2K -359 Closed
RFG
2170
RFP Financial Group
Georgia
-$18.9K -240 Closed
AFWM
2171
Abich Financial Wealth Management
Virginia
-$18.3K -232 Closed
CJL
2172
Cyrus J. Lawrence
New York
-$17K -220 Closed
OCM
2173
Orion Capital Management
California
-$14.2K -180 Closed
RWMG
2174
Redwood Wealth Management Group
New Jersey
-$12.6K -160 Closed
TSWM
2175
Tyler-Stone Wealth Management
Ohio
-$11.6K -148 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.