Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medtronic plc (MDT)

2K + Investors. Track Smart Money conviction in MDT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -79
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — MDT

Based on 2154 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
2,154 funds currently hold this stock — 94% of the 3.0-year high of 2,291 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MDT is almost the same as a year ago (+49 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

1033 buying1222 selling
Last quarter: 1,222 funds reduced or exited vs 1,033 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~197 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 205 → 289 → 198 → 197. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 14% medium ■ 13% new
1,568 out of 2,154 hedge funds have held MDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +19%, value -3%

Value
-3%
Shares
+18%
Last quarter: funds added +19% more shares while total portfolio value only changed -3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

163 → 205 → 289 → 198 → 197 new funds/Q
New funds entering each quarter: 205 → 289 → 198 → 197. MDT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 2,208 holders: 1,655 (75%) are 2+ year veterans, 222 entered 1–2 years ago, and 331 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
72 of 2148 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in MDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MDT

In 2026 Q2, 1033 hedge funds were net buyers of MDT (197 opened a new position, 836 added to an existing one), while 1222 reduced or exited (946 trimmed, 276 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 62% of total institutional value in MDT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -79 funds (more exits than new entries). Total institutional holders: 2154.

Hedge Fund Ownership: MDT

How many hedge funds hold MDT — quarterly history vs. share price
Quarterly hedge fund ownership of MDT vs. share price

Market Analysis: MDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 21 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: MDT
2026 Q3 Stats Unlock in 5 days 2K + Investors

Track Smart Money conviction in MDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2122 2233 -4.97%
13F Shares 1.11B 1.07B 3.83%
Total Value $84.57B $89.72B -5.73%
New Positions 185 198 -13
Increased Positions 833 905 -72
Closed Positions 290 254 +36
Reduced Positions 905 875 +30
Total Calls 29 33 -12.12%
Total Puts 31 32 -3.12%
PUT/CALL Ratio 1.07 0.97 Neutral

Statistics: MDT

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDT. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 MDT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Securities Group LLC 9.05% 1,106,532 $95.5M
2 Summit Securities Group LLC 8.99% 1,100,000 $94.9M
3 Sector Gamma As 6.78% 381,245 $32.9M
4 Yakira Capital Management, Inc. 6.05% 278,209 $24.0M
5 St. James Investment Company, LLC 5.80% 411,687 $35.5M
6 Saratoga Research & Investment Management 5.76% 1,211,146 $104.5M
7 Yakira Capital Management, Inc. 5.50% 252,800 $21.8M
8 Nepsis Inc. 4.69% 172,429 $14.9M
9 Financial Perspectives, Inc 4.13% 206,170 $17.8M
10 Skba Capital Management LLC 3.77% 263,522 $22.7M
11 Guinness Asset Management LTD 3.49% 2,510,588 $216.6M
12 Equity Investment Corp 3.36% 2,066,121 $178.3M
13 Rhenman & Partners Asset Management AB 3.25% 340,000 $29.3M
14 Nexus Investment Management ULC 3.24% 303,318 $26.2M
15 Guinness Atkinson Asset Management Inc 3.05% 79,426 $6.9M
16 Banque de Luxembourg S.A. 3.04% 78,852 $6.8M
17 Matrix Asset Advisors Inc/Ny 3.03% 426,624 $36.8M
18 Managed Asset Portfolios, LLC 3.01% 314,228 $27.1M
19 Tevis Investment Management 2.91% 63,200 $5.5M
20 Barnes Dennig Private Wealth Management LLC 2.82% 38,778 $3.3M
21 Two Point Capital Management, Inc. 2.80% 72,297 $6.2M
22 Monte Financial Group, LLC 2.72% 94,117 $8.1M
23 Mh & Associates Securities Management Corp /Adv 2.63% 35,004 $3.0M
24 Game Creek Capital, LP 2.59% 81,625 $7.0M
25 Round Hill Asset Management 2.56% 48,125 $4.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Medtronic plc (MDT)

What does the Smart Money Trend signal show for MDT?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MDT?

More sellers than buyers — 46% buying: Last quarter: 1,222 funds reduced or exited vs 1,033 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MDT holders?

Elite ownership — 62% AUM from top-100 funds: 72 of 2148 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in MDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MDT?

73% of holders stayed for 2+ years: 1,568 out of 2,154 hedge funds have held MDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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