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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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$8.68M +$940K +11,010 +12%
JC
452
JB Capital
Connecticut
$8.67M +$807K +9,452 +10%
SF
453
Synovus Financial
Georgia
$8.63M -$115K -1,343 -1%
WT
454
Washington Trust
Rhode Island
$8.57M +$29.7K +348 +0.4%
AIA
455
Allied Investment Advisors
Montana
$8.57M +$439K +5,141 +6%
CIM
456
CCLA Investment Management
United Kingdom
$8.55M +$312K +3,659 +4%
MCM
457
Mattern Capital Management
Colorado
$8.53M +$220K +2,580 +3%
MIM
458
Marco Investment Management
Georgia
$8.52M -$85.2K -998 -1%
Verition Fund Management
459
Verition Fund Management
Connecticut
$8.44M +$6.7M +78,534 +428%
TAM
460
Trillium Asset Management
Massachusetts
$8.41M -$196K -2,292 -2%
AWS
461
Atria Wealth Solutions
New York
$8.4M +$713K +8,350 +10%
Luther King Capital Management (LKCM)
462
Luther King Capital Management (LKCM)
Texas
$8.39M +$304K +3,564 +4%
WC
463
Whitney & Co
New York
$8.39M +$220K +2,574 +3%
NCM
464
Noesis Capital Mangement
Florida
$8.32M -$191K -2,241 -2%
CJFS
465
Coulter & Justus Financial Services
Tennessee
$8.32M +$8.15M +95,453 New
UAS
466
United Asset Strategies
New York
$8.29M +$1.98M +23,191 +32%
PAM
467
Panagora Asset Management
Massachusetts
$8.27M -$8.47M -99,230 -51%
MSRPS
468
Maryland State Retirement & Pension System
Maryland
$8.27M +$75.4K +884 +0.9%
SVCP
469
Silicon Valley Capital Partners
California
$8.2M +$1.84M +21,584 +30%
A
470
Allianz
Germany
$8.19M +$8.02M +93,995 New
PL
471
Parthenon LLC
Kentucky
$8.13M +$32K +375 +0.4%
AG
472
Advocate Group
Minnesota
$8.09M +$420K +4,922 +6%
GAM
473
Groupama Asset Management
France
$8.08M -$12M -140,692 -67%
Pacer Advisors
474
Pacer Advisors
Pennsylvania
$7.86M +$205K +2,402 +3%
QIM
475
Quantitative Investment Management
Virginia
$7.86M +$7.7M +90,190 New

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.