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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
MDCM
426
Morgan Dempsey Capital Management
Wisconsin
$9.56M -$696K -8,159 -7%
FNBOO
427
First National Bank of Omaha
Nebraska
$9.56M -$1.86M -21,787 -17%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$9.54M +$1.85M +21,702 +25%
KCM
429
Kanawha Capital Management
Virginia
$9.53M +$1.43M +16,774 +18%
NC
430
Nicholas Company
Wisconsin
$9.53M
KPWS
431
Kestra Private Wealth Services
Texas
$9.53M +$1.2M +14,004 +15%
TRSOTSOK
432
Teachers Retirement System of the State of Kentucky
Kentucky
$9.5M -$486K -5,698 -5%
ERSOT
433
Employees Retirement System of Texas
Texas
$9.4M -$49.3M -577,800 -84%
GAI
434
General American Investors
New York
$9.36M +$205K +2,403 +2%
RIA
435
RPG Investment Advisory
California
$9.35M +$76.2K +893 +0.8%
AMBIA
436
Allen Mooney & Barnes Investment Advisors
Georgia
$9.35M +$296K +3,472 +3%
SCM
437
Sirios Capital Management
Massachusetts
$9.25M -$1.97M -23,062 -18%
MGWM
438
Marks Group Wealth Management
Minnesota
$9.18M +$376K +4,410 +4%
HVIA
439
Hudson Valley Investment Advisors
New York
$9.17M -$78.8K -923 -0.9%
SCM
440
Sio Capital Management
New York
$9.15M +$8.96M +105,000 New
PMG
441
ProVise Management Group
Florida
$9.09M +$4.19M +49,123 +89%
ETC
442
Exchange Traded Concepts
Oklahoma
$9.05M +$1.02M +11,967 +13%
ECM
443
Estabrook Capital Management
New York
$9.04M -$31.1K -365 -0.4%
CCB
444
Country Club Bank
Missouri
$9.03M +$304K +3,559 +4%
OCM
445
Olstein Capital Management
New York
$8.89M
RIA
446
Regal Investment Advisors
Michigan
$8.83M -$118K -1,388 -1%
KRS
447
Kentucky Retirement Systems
Kentucky
$8.8M -$468K -5,479 -5%
GH
448
GAM Holding
Switzerland
$8.78M -$435K -5,095 -5%
BONST
449
Bank of Nova Scotia Trust
Ontario, Canada
$8.72M +$1.34M +15,705 +19%
RS
450
Robeco Schweiz
Switzerland
$8.7M -$784K -9,183 -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.