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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
PL
201
Perpetual Ltd
Australia
$30.2M +$531K +6,478 +2%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$30M -$2.1M -25,667 -6%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2M +$590K +7,192 +2%
ST
204
Sabal Trust
Florida
$29.1M +$386K +4,713 +1%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$29M +$2.95M +35,995 +11%
FMI
206
Factory Mutual Insurance
Massachusetts
$29M +$3.18M +38,800 +12%
KBC Group
207
KBC Group
Belgium
$28.9M -$2.42M -29,490 -7%
BCM
208
Becker Capital Management
Oregon
$28.8M -$1.39M -16,979 -4%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$28.7M -$21.8M -266,516 -42%
SOMRS
210
State of Michigan Retirement System
Michigan
$28.6M -$57.4K -700 -0.2%
VDI
211
Vaughan David Investments
Illinois
$28.5M +$826K +10,079 +3%
KP
212
Kiltearn Partners
United Kingdom
$28.3M +$2.12M +25,900 +8%
TAM
213
Thematics Asset Management
France
$27.9M -$9.42M -114,966 -24%
MIM
214
MetLife Investment Management
New Jersey
$27.9M +$3.52M +42,890 +14%
WIC
215
Willis Investment Counsel
Georgia
$27.6M +$26.5K +323 +0.1%
FAFTFSNP
216
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$27.4M +$28.5M +348,079 New
TC
217
TownSquare Capital
Utah
$27.4M +$1.42M +17,266 +5%
Osaic Holdings
218
Osaic Holdings
Arizona
$27.1M -$4.62M -56,306 -14%
GAM
219
Gotham Asset Management
New York
$26.8M +$12.9M +156,836 +85%
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$26.5M -$443K -5,407 -2%
SJIC
221
St. James Investment Company
Texas
$26.1M -$1.71M -20,899 -6%
KCM
222
Kornitzer Capital Management
Kansas
$26M -$502K -6,124 -2%
CGH
223
Crossmark Global Holdings
Texas
$25.9M +$185K +2,251 +0.7%
CF
224
Corebridge Financial
Texas
$25.9M +$27M +329,062 New
ELC
225
Edgar Lomax Company
Virginia
$25.9M -$478K -5,835 -2%

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.