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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
Aristotle Capital Management
26
Aristotle Capital Management
California
$744M -$5.51M -64,613 -0.8%
Wells Fargo
27
Wells Fargo
California
$688M -$440M -5,155,494 -39%
Pzena Investment Management
28
Pzena Investment Management
New York
$668M +$14.4M +168,630 +2%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$631M +$85.8M +1,005,267 +16%
Goldman Sachs
30
Goldman Sachs
New York
$605M +$80.3M +941,314 +16%
Dodge & Cox
31
Dodge & Cox
California
$592M +$806K +9,450 +0.1%
LP
32
Longview Partners
Guernsey
$578M +$12.6M +147,737 +2%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$576M +$4.9M +57,435 +0.9%
UBS AM
34
UBS AM
Illinois
$545M +$6.08M +71,283 +1%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$543M -$17.6M -206,147 -3%
RJA
36
Raymond James & Associates
Florida
$515M -$1.12M -13,130 -0.2%
Stifel Financial
37
Stifel Financial
Missouri
$489M +$21.4M +250,182 +5%
DZ Bank
38
DZ Bank
Germany
$483M +$271M +3,171,316 +134%
Lazard Asset Management
39
Lazard Asset Management
New York
$461M -$44M -515,272 -9%
Fisher Asset Management
40
Fisher Asset Management
Washington
$430M +$28.7M +335,964 +7%
N
41
Nuveen
North Carolina
$426M -$17.5M -205,235 -4%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$422M +$31.2M +365,166 +8%
VanEck Associates
43
VanEck Associates
New York
$398M +$36.9M +432,484 +10%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$384M -$1.25M -14,681 -0.3%
UBS Group
45
UBS Group
Switzerland
$357M +$29M +340,060 +9%
Swiss National Bank
46
Swiss National Bank
Switzerland
$347M -$15.3M -178,700 -4%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$344M +$4.1M +48,080 +1%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$338M +$70M +820,175 +27%
Amundi
49
Amundi
France
$325M -$91.5M -1,072,627 -21%
Barclays
50
Barclays
United Kingdom
$325M +$18.1M +211,726 +6%

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.