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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
CS
326
Central Securities
New York
$16.1M
Federated Hermes
327
Federated Hermes
Pennsylvania
$16.1M -$189M -2,218,996 -92%
GAM
328
Gotham Asset Management
New York
$16M +$11.5M +134,621 +274%
WAM
329
Wallington Asset Management
Indiana
$15.9M +$309K +3,615 +2%
DDPIC
330
Deroy & Devereaux Private Investment Counsel
Michigan
$15.9M -$215K -2,520 -1%
MAA
331
Matrix Asset Advisors
New York
$15.9M +$1.14M +13,312 +8%
SFM
332
Stack Financial Management
Montana
$15.9M -$119K -1,398 -0.8%
Macquarie Group
333
Macquarie Group
Australia
$15.8M -$2.91M -34,092 -16%
PE
334
Point72 Europe
United Kingdom
$15.8M -$10.9M -128,152 -41%
IMRF
335
Illinois Municipal Retirement Fund
Illinois
$15.8M -$8.25M -96,655 -35%
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$15.8M +$118K +1,384 +0.8%
VAM
337
Veritas Asset Management
United Kingdom
$15.8M
BRA
338
Biechele Royce Advisors
Indiana
$15.7M +$95K +1,113 +0.6%
PM
339
Prosight Management
Texas
$15.7M -$3.41M -40,000 -18%
AIM
340
Achmea Investment Management
Netherlands
$15.6M +$8.3M +97,197 +118%
Focus Partners Wealth
341
Focus Partners Wealth
Massachusetts
$15.3M +$10.2M +119,231 +211%
SI
342
Stephens Inc
Arkansas
$15.3M -$298K -3,495 -2%
MOACM
343
Mutual of America Capital Management
New York
$15.2M -$317K -3,709 -2%
CB
344
Commerce Bank
Missouri
$15.1M +$224K +2,622 +2%
SCI
345
S&CO Inc
Massachusetts
$15M -$157K -1,836 -1%
SCA
346
Stonebridge Capital Advisors
Minnesota
$14.8M +$777K +9,108 +6%
FVCM
347
F&V Capital Management
Florida
$14.6M +$171K +2,000 +1%
GD
348
Grandfield & Dodd
New York
$14.5M -$3.3M -38,661 -19%
VV
349
Verity & Verity
South Carolina
$14.4M -$292K -3,427 -2%
NPA
350
Nichols & Pratt Advisers
Massachusetts
$14.4M -$115K -1,349 -0.8%

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.