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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
FP
351
Foundry Partners
Minnesota
$14.3M +$14M +164,051 New
NAM
352
Nissay Asset Management
Japan
$14M -$131K -1,540 -0.9%
ABC
353
Associated Banc-Corp
Wisconsin
$14M +$1.09M +12,766 +9%
BCIM
354
British Columbia Investment Management
British Columbia, Canada
$13.9M +$522K +6,115 +4%
LWIC
355
Leith Wheeler Investment Counsel
British Columbia, Canada
$13.9M -$13.5M -157,654 -50%
SW
356
SVB Wealth
Massachusetts
$13.6M -$1.23M -14,445 -8%
FFP
357
FourThought Financial Partners
Florida
$13.5M +$1.39M +16,263 +12%
FHA
358
First Horizon Advisors
Tennessee
$13.5M +$88K +1,031 +0.7%
SSWM
359
Smith Salley Wealth Management
North Carolina
$13.4M -$3.06M -35,801 -19%
Jones Financial Companies
360
Jones Financial Companies
Missouri
$13.3M +$2.43M +28,509 +23%
MYAM
361
Meiji Yasuda Asset Management
Japan
$13.2M -$2.49M -29,141 -16%
BB
362
Busey Bank
Illinois
$13.1M +$61.3K +718 +0.5%
HHAA
363
Henry H. Armstrong Associates
Pennsylvania
$13.1M -$78.1K -915 -0.6%
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$13M +$498K +5,831 +4%
KAS
365
Kestra Advisory Services
Texas
$12.9M +$1.84M +21,594 +17%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$30.2K +354 +0.2%
AAM
367
Auxier Asset Management
Oregon
$12.8M +$13.1K +153 +0.1%
DWT
368
Dorsey & Whitney Trust
South Dakota
$12.7M +$281K +3,294 +2%
HTI
369
Hikari Tsushin Inc
Japan
$12.6M
BTW
370
Boston Trust Walden
Massachusetts
$12.4M -$1.32M -15,475 -10%
VC
371
Vestor Capital
Illinois
$12.4M +$12.1M +142,041 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
372
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12.4M -$3.84M -45,000 -24%
BCM
373
Bourgeon Capital Management
Connecticut
$12.3M +$82.6K +968 +0.7%
AAM
374
Advisors Asset Management
Colorado
$12.3M -$50.9K -596 -0.4%
MC
375
Miramar Capital
Illinois
$12.3M +$2.99K +35 +0%

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.