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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
TPCM
476
Two Point Capital Management
New York
$7.81M +$91.7K +1,075 +1%
SWM
477
Stockman Wealth Management
Montana
$7.75M +$7.59M +88,927 New
TMAM
478
Tokio Marine Asset Management
Japan
$7.72M -$411K -4,815 -5%
WCMN
479
Westchester Capital Management (Nebraska)
Nebraska
$7.64M -$54.2K -635 -0.7%
PPW
480
Parcion Private Wealth
Washington
$7.57M -$87.7K -1,028 -1%
VNA
481
Valley National Advisers
Pennsylvania
$7.57M +$941K +11,029 +15%
SIA
482
Sit Investment Associates
Minnesota
$7.57M +$2.07M +24,280 +39%
HIMCH
483
Hartford Investment Management Co (HIMCO)
Connecticut
$7.49M -$319K -3,741 -4%
Credit Agricole
484
Credit Agricole
France
$7.42M +$3.16M +37,078 +66%
DJSG
485
D.J. St. Germain
Massachusetts
$7.41M +$1.28M +14,983 +21%
FNBT
486
FineMark National Bank & Trust
Florida
$7.36M +$433K +5,071 +6%
CA
487
Cetera Advisors
Colorado
$7.32M +$2.78M +32,564 +63%
FPTW
488
Franklin, Parlapiano, Turner & Welch
Texas
$7.32M +$67.8K +795 +1%
GF
489
Gabelli Funds
New York
$7.23M -$25.6K -300 -0.4%
CVM
490
Cheviot Value Management
California
$7.21M +$327K +3,831 +5%
B
491
Bailard
California
$7.1M +$61.5K +721 +0.9%
USCWA
492
U.S. Capital Wealth Advisors
Texas
$7.09M -$972K -11,395 -12%
KFS
493
Kurt F. Somerville
$7.09M +$344K +4,035 +5%
AIM
494
Anchor Investment Management
South Carolina
$7.09M -$118K -1,378 -2%
VPI
495
Value Partners Investments
Manitoba, Canada
$7.08M +$2.56K +30 +0%
SA
496
Sicart Associates
New York
$7.01M -$127K -1,489 -2%
ASN
497
Advisory Services Network
Georgia
$6.99M +$987K +11,569 +17%
JWM
498
JGP Wealth Management
Oregon
$6.96M +$104K +1,221 +2%
IEFM
499
IQ EQ Fund Management
Ireland
$6.93M
HP
500
Hikari Power
Japan
$6.89M

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.