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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.92B +$65.3M +754,395 +0.6%
BlackRock
2
BlackRock
New York
$9.12B +$252M +2,914,729 +3%
State Street
3
State Street
Massachusetts
$4.87B -$25.4M -293,904 -0.5%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.75B +$319M +3,685,673 +12%
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.65B +$49.5M +571,700 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.16B +$49.7M +574,055 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.66B -$313M -3,610,987 -15%
Bank of America
8
Bank of America
North Carolina
$1.63B -$248M -2,870,338 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.59B -$22.6M -260,916 -1%
Morgan Stanley
10
Morgan Stanley
New York
$1.51B -$395M -4,561,777 -19%
Deutsche Bank
11
Deutsche Bank
Germany
$1.47B +$32.2M +372,168 +2%
Franklin Resources
12
Franklin Resources
California
$1.3B -$26.8M -309,882 -2%
Invesco
13
Invesco
Georgia
$1.23B +$202M +2,333,600 +18%
Norges Bank
14
Norges Bank
Norway
$1.16B +$5.62M +64,954 +0.4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.04B +$119M +1,374,242 +12%
Northern Trust
16
Northern Trust
Illinois
$1.03B +$126M +1,452,128 +13%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$990M -$520M -6,004,612 -33%
Ameriprise
18
Ameriprise
Minnesota
$960M +$51.2M +591,389 +5%
Raymond James Financial
19
Raymond James Financial
Florida
$853M +$924M +10,675,166 New
First Eagle Investment Management
20
First Eagle Investment Management
New York
$782M +$2.5M +28,910 +0.3%
American Century Companies
21
American Century Companies
Missouri
$749M -$29.8M -343,679 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$735M -$28.8M -332,522 -3%
UBS AM
23
UBS AM
Illinois
$712M +$136M +1,566,776 +21%
Pzena Investment Management
24
Pzena Investment Management
New York
$656M -$31.9M -367,976 -4%
Charles Schwab
25
Charles Schwab
California
$639M +$11.7M +134,647 +2%

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.