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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
HFS
401
Hantz Financial Services
Michigan
$10.7M -$311K -3,649 -3%
EMPI
402
Elo Mutual Pension Insurance
Finland
$10.6M +$455K +5,330 +5%
TCM
403
Telos Capital Management
California
$10.6M +$104K +1,222 +1%
HNB
404
Huntington National Bank
Ohio
$10.5M -$9.56K -112 -0.1%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$10.5M -$4.48M -52,511 -30%
GIBU
406
Gulf International Bank (UK)
United Kingdom
$10.4M +$472K +5,526 +5%
HFS
407
Haverford Financial Services
Pennsylvania
$10.3M -$29.5K -346 -0.3%
LIP
408
Lighthouse Investment Partners
Florida
$10.3M +$10.1M +118,647 New
SAM
409
Sompo Asset Management
Japan
$10.3M +$609K +7,140 +6%
CNB
410
Camden National Bank
Maine
$10.2M -$228K -2,666 -2%
SIMG
411
Sonora Investment Management Group
Arizona
$10.2M +$614K +7,191 +7%
FNT
412
First National Trust
Pennsylvania
$10.1M -$403K -4,720 -4%
SCTC
413
Sanibel Captiva Trust Company
Florida
$10M -$122K -1,434 -1%
NA
414
NewEdge Advisors
Louisiana
$10M +$890K +10,431 +10%
GIA
415
Gateway Investment Advisers
Ohio
$9.96M -$1.53M -17,984 -14%
OPERF
416
Oregon Public Employees Retirement Fund
Oregon
$9.91M +$835K +9,780 +9%
SC
417
Sculptor Capital
New York
$9.89M +$3.71M +43,500 +62%
QCM
418
Quantinno Capital Management
New York
$9.86M +$2.03M +23,738 +27%
TF
419
Talbot Financial
Washington
$9.85M +$823K +9,642 +9%
PAG
420
Private Advisor Group
New Jersey
$9.85M +$271K +3,175 +3%
NAM
421
NorthCrest Asset Manangement
Minnesota
$9.74M +$303K +3,549 +3%
AP
422
Archon Partners
New Jersey
$9.67M +$171K +2,000 +2%
ROC
423
Running Oak Capital
Minnesota
$9.62M +$1.3M +15,262 +16%
BL
424
BCWM LLC
Kansas
$9.59M -$375K -4,391 -4%
CAL
425
Capital Analysts LLC
Pennsylvania
$9.57M +$1.74M +20,375 +23%

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.