Medtronic
MDT
2,075 hedge funds and large institutions have $91.8B invested in Medtronic in 2023 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 653 increasing their positions, 988 reducing their positions, and 135 closing their positions.
99% more first-time investments, than exits
New positions opened: 269 | Existing positions closed: 135
7% more capital invested
Capital invested by funds: $85.6B → $91.8B (+$6.14B)
5% more funds holding
Funds holding: 1,971 → 2,075 (+104)
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
1.66% more ownership
Funds ownership: 82.1% → 83.76% (+1.7%)
5% more call options, than puts
Call options by funds: $847M | Put options by funds: $807M
34% less repeat investments, than reductions
Existing positions increased: 653 | Existing positions reduced: 988
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.74B |
| 2 |
JP Morgan Chase
New York
|
+$421M |
| 3 |
First Eagle Investment Management
New York
|
+$253M |
| 4 |
Millennium Management
New York
|
+$242M |
| 5 |
BlackRock
New York
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$379M |
| 2 |
Neuberger Berman Group
New York
|
-$257M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$251M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$243M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$205M |
MDT Hedge Fund Activity: Q4 2023 in Review
2,075 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2023, worth a combined $91.8B — up 7.2% from $85.6B a quarter earlier.
Buyers outnumbered sellers: 269 funds opened new MDT positions and 135 closed out — a net gain of 134 holders — while 653 added to existing stakes and 988 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.74B. The largest seller was Ameriprise, cutting an estimated $379M.
- 2,075 institutional investors held Medtronic (MDT) as of Q4 2023, up from 1,971 in Q3 2023.
- Funds reported $91.8B of Medtronic stock for Q4 2023, up 7.2% quarter-over-quarter.
- 269 funds opened new Medtronic positions in Q4 2023 and 135 closed out, a net change of +134 holders.
- The largest Medtronic buyer in Q4 2023 was Morgan Stanley, an estimated $1.74B added.
- The largest Medtronic seller in Q4 2023 was Ameriprise, an estimated $379M sold.
Based on aggregated 13F filings for Q4 2023.