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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
EI
376
Ethic Inc
New York
$12.2M +$1.18M +13,825 +11%
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$12.2M -$316K -3,699 -3%
CAM
378
Centre Asset Management
New York
$12.2M +$506K +5,927 +4%
William Blair & Company
379
William Blair & Company
Illinois
$12.2M +$727K +8,513 +6%
MFIM
380
Mesirow Financial Investment Management
Illinois
$12.1M +$322K +3,769 +3%
Rafferty Asset Management
381
Rafferty Asset Management
New York
$12M +$153K +1,798 +1%
KeyBank National Association
382
KeyBank National Association
Ohio
$12M +$1.05M +12,288 +10%
RCYC
383
Richard C. Young & Co
Rhode Island
$11.8M +$815K +9,547 +8%
Daiwa Securities Group
384
Daiwa Securities Group
Japan
$11.8M +$1.05M +12,250 +10%
Pathstone Holdings
385
Pathstone Holdings
New Jersey
$11.8M +$3.42M +40,109 +42%
NPT
386
Nixon Peabody Trust
Massachusetts
$11.8M +$416K +4,870 +4%
BMCM
387
Bryn Mawr Capital Management
Pennsylvania
$11.8M +$4.21M +49,283 +57%
WHG
388
Westwood Holdings Group
Texas
$11.7M -$161K -1,883 -1%
RJT
389
Raymond James Trust
Florida
$11.7M +$786K +9,212 +7%
CWM
390
CIBC World Markets
New York
$11.6M -$3.24M -37,945 -22%
WC
391
Woodstock Corp
Massachusetts
$11.6M +$206K +2,411 +2%
BHWM
392
Bar Harbor Wealth Management
New Hampshire
$11.6M +$1.54M +18,013 +16%
CIC
393
Cutler Investment Counsel
Oregon
$11.4M +$44K +515 +0.4%
Lido Advisors
394
Lido Advisors
California
$11.3M +$1.5M +17,615 +16%
SBWIC
395
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.3M -$220K -2,573 -2%
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$11.3M +$1.79M +20,932 +19%
NMIFOAC
397
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$11.1M
PA
398
Pinnacle Associates
New York
$11M +$601K +7,044 +6%
AI
399
Atria Investments
North Carolina
$10.9M -$252K -2,957 -2%
LCM
400
Logan Capital Management
Pennsylvania
$10.8M +$1.38M +16,219 +15%

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.