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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
CIM
301
Confluence Investment Management
Missouri
$18.2M +$451K +5,286 +3%
DADC
302
D.A. Davidson & Co
Montana
$18.1M +$3.74M +43,769 +27%
JCM
303
Janney Capital Management
Pennsylvania
$18M +$75.5K +885 +0.4%
OC
304
Oppenheimer & Co
New York
$17.9M -$912K -10,686 -5%
VW
305
Vantage Wealth
California
$17.9M -$2.06M -24,085 -10%
BFM
306
Boothbay Fund Management
New York
$17.7M +$9.49M +111,159 +121%
FSA
307
Franklin Street Advisors
North Carolina
$17.5M +$786K +9,204 +5%
CCP
308
Clarkston Capital Partners
Michigan
$17.5M +$167K +1,954 +1%
Walleye Capital
309
Walleye Capital
New York
$17.1M +$13.3M +155,474 +384%
WIC
310
Wilkins Investment Counsel
Massachusetts
$17.1M +$5.48M +64,173 +49%
EWA
311
Exencial Wealth Advisors
Oklahoma
$17M -$80K -937 -0.5%
KFC
312
Klingenstein Fields & Co
New York
$17M -$290K -3,398 -2%
GC
313
Grimes & Company
Massachusetts
$17M +$695K +8,146 +4%
NIM
314
Nexus Investment Management
Ontario, Canada
$16.9M +$33.3K +390 +0.2%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$16.8M +$67.6K +792 +0.4%
CIC
316
Chilton Investment Company
Connecticut
$16.7M +$1.31M +15,366 +9%
SOADOR
317
State of Alaska Department of Revenue
Alaska
$16.6M -$1.22M -14,270 -7%
TAM
318
Tocqueville Asset Management
New York
$16.5M +$4.67M +54,725 +41%
X
319
Xponance
Pennsylvania
$16.4M +$1.19M +13,930 +8%
FGP
320
Foyston, Gordon, & Payne
Ontario, Canada
$16.4M -$363K -4,255 -2%
MHC
321
Meyer Handelman Company
New York
$16.4M -$1.83M -21,441 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.3M +$3.12M +36,507 +24%
HTHT
323
Hemenway Trust Hemenway Trust
New Hampshire
$16.2M +$466K +5,459 +3%
NYLIM
324
New York Life Investment Management
New York
$16.2M -$586K -6,861 -4%
BF
325
BOK Financial
Oklahoma
$16.2M -$91.3K -1,070 -0.6%

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.