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Medtronic

2,076 hedge funds and large institutions have $95.7B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 934 increasing their positions, 730 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 730

20% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 146

4% more capital invested

Capital invested by funds: $91.8B → $95.7B (+$3.91B)

0% more funds holding

Funds holding: 2,0752,076 (+1)

1.05% less ownership

Funds ownership: 83.76%82.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

17% less call options, than puts

Call options by funds: $643M | Put options by funds: $778M

Holders
2,076
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
175
Increased
934
Reduced
730
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$21.4M +$345K +4,046 +2%
BPWM
277
Badgley Phelps Wealth Managers
Washington
$21.4M +$2.76M +32,341 +15%
BBHC
278
Brown Brothers Harriman & Co
New York
$20.8M -$1.32M -15,516 -6%
RMA
279
Roffman Miller Associates
Pennsylvania
$20.7M -$399K -4,681 -2%
CCMIC
280
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$20.6M +$2.42M +28,300 +14%
MMA
281
Mizuho Markets Americas
New York
$20.6M +$5.51M +64,518 +38%
EAM
282
EdenTree Asset Management
United Kingdom
$20.6M -$741K -8,685 -4%
FP
283
Financial Perspectives
Minnesota
$20.5M -$328K -3,844 -2%
CNB
284
Czech National Bank
Czech Republic
$20.4M +$75.1K +880 +0.4%
Creative Planning
285
Creative Planning
Kansas
$20.2M +$502K +5,883 +3%
QCM
286
QRG Capital Management
Illinois
$20.1M +$4.55M +53,284 +30%
URS
287
Utah Retirement Systems
Utah
$20.1M -$17.1K -200 -0.1%
DP
288
DDD Partners
Washington
$20M +$1.01M +11,835 +5%
CIM
289
Corda Investment Management
Texas
$19.8M +$1.2M +14,023 +7%
FCI
290
Financial Counselors Inc
Kansas
$19.8M +$2.7M +31,670 +16%
HJGA
291
Hardman Johnston Global Advisors
Connecticut
$19.6M -$14.9K -175 -0.1%
RMCM
292
Reynders McVeigh Capital Management
Massachusetts
$19.6M +$888K +10,403 +5%
Cerity Partners
293
Cerity Partners
New York
$19.5M +$11.4M +134,151 +149%
BFEC
294
Benjamin F. Edwards & Company
Missouri
$19.4M -$150K -1,759 -0.8%
KA
295
KLCM Advisors
Wisconsin
$18.9M -$218K -2,558 -1%
SCM
296
SKBA Capital Management
California
$18.8M +$3.46M +40,515 +23%
SPIA
297
Steward Partners Investment Advisory
New York
$18.7M +$5.97M +69,997 +48%
CFIA
298
Cantor Fitzgerald Investment Advisors
New York
$18.5M -$373K -4,366 -2%
MWM
299
Moran Wealth Management
Florida
$18.5M +$18.1M +212,660 New
AAMU
300
APG Asset Management US
New York
$18.4M +$1.92M +22,546 +12%

MDT Hedge Fund Activity: Q1 2024 in Review

2,076 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2024, worth a combined $95.7B — up 4.3% from $91.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MDT positions and 146 closed out — a net gain of 29 holders — while 934 added to existing stakes and 730 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $533M. The largest seller was Morgan Stanley, cutting an estimated $1.67B.

  • 2,076 institutional investors held Medtronic (MDT) as of Q1 2024, up from 2,075 in Q4 2023.
  • Funds reported $95.7B of Medtronic stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 175 funds opened new Medtronic positions in Q1 2024 and 146 closed out, a net change of +29 holders.
  • The largest Medtronic buyer in Q1 2024 was JP Morgan Chase, an estimated $533M added.
  • The largest Medtronic seller in Q1 2024 was Morgan Stanley, an estimated $1.67B sold.

Based on aggregated 13F filings for Q1 2024.