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Medtronic

2,123 hedge funds and large institutions have $85.3B invested in Medtronic in 2024 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 790 increasing their positions, 887 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 153

3% more funds holding

Funds holding: 2,0632,123 (+60)

1.19% more ownership

Funds ownership: 82.05%83.24% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

7% less call options, than puts

Call options by funds: $586M | Put options by funds: $632M

10% less capital invested

Capital invested by funds: $94.6B → $85.3B (-$9.36B)

11% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 887

Holders
2,123
Holders Change
+60
Holders Change %
+2.91%
% of All Funds
27.96%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
244
Increased
790
Reduced
887
Closed
153
Calls
$586M
Puts
$632M
Net Calls
-$45.5M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
201
State of New Jersey Common Pension Fund D
New Jersey
$37.7M -$8.66K -100 -0%
WA
202
WestEnd Advisors
North Carolina
$37.6M -$1.76M -20,364 -4%
ECM
203
ExodusPoint Capital Management
New York
$37.3M -$38.2M -441,181 -49%
UCFA
204
United Capital Financial Advisors
Texas
$37.1M +$6.67M +77,010 +20%
ACM
205
Advisors Capital Management
New Jersey
$36.3M -$11.6M -134,476 -23%
LWIC
206
Leith Wheeler Investment Counsel
British Columbia, Canada
$36.3M +$612K +7,069 +2%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.9M -$6.71M -77,461 -15%
Vontobel Holding
208
Vontobel Holding
Switzerland
$35.3M -$2.57M -29,719 -6%
GI
209
Gradient Investments
Minnesota
$34.7M +$3.96M +45,783 +12%
CCMG
210
Clark Capital Management Group
Pennsylvania
$34.4M +$37.3M +431,126 New
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$34.3M +$813K +9,395 +2%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$34.2M -$6.65M -76,876 -15%
Aviva
213
Aviva
United Kingdom
$34.1M -$2.62M -30,243 -7%
QCM
214
QRG Capital Management
Illinois
$33.5M +$1.88M +21,697 +5%
GT
215
Glenmede Trust
Pennsylvania
$33.4M +$3.24M +37,461 +10%
Marshall Wace
216
Marshall Wace
United Kingdom
$32.6M +$26.1M +301,074 +281%
Osaic Holdings
217
Osaic Holdings
Arizona
$31.8M +$4.45M +51,387 +14%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$31.1M +$18.5M +213,970 +122%
RCM
219
RNC Capital Management
California
$30.6M -$4.53M -52,280 -12%
VDI
220
Vaughan David Investments
Illinois
$30.6M +$971K +11,216 +3%
MAM
221
Madison Asset Management
Wisconsin
$29.9M -$1.08M -12,435 -3%
MIA
222
Madison Investment Advisors
Wisconsin
$29.9M +$32.4M +374,646 New
TC
223
TownSquare Capital
Utah
$29.8M +$991K +11,449 +3%
ASRS
224
Arizona State Retirement System
Arizona
$29.6M +$243K +2,805 +0.8%
LA
225
LBP AM
France
$29.5M +$5.04M +58,173 +19%

MDT Hedge Fund Activity: Q4 2024 in Review

2,123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2024, worth a combined $85.3B — down 9.9% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new MDT positions and 153 closed out — a net gain of 91 holders — while 790 added to existing stakes and 887 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $409M. The largest seller was Wellington Management Group, cutting an estimated $520M.

  • 2,123 institutional investors held Medtronic (MDT) as of Q4 2024, up from 2,063 in Q3 2024.
  • Funds reported $85.3B of Medtronic stock for Q4 2024, down 9.9% quarter-over-quarter.
  • 244 funds opened new Medtronic positions in Q4 2024 and 153 closed out, a net change of +91 holders.
  • The largest Medtronic buyer in Q4 2024 was Beutel, Goodman & Co, an estimated $409M added.
  • The largest Medtronic seller in Q4 2024 was Wellington Management Group, an estimated $520M sold.

Based on aggregated 13F filings for Q4 2024.