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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
ACIM
501
Azimuth Capital Investment Management
Michigan
$6.89M +$16.4K +192 +0.2%
MPAM
502
Murphy Pohlad Asset Management
Minnesota
$6.86M +$185K +2,170 +3%
SAM
503
Securian Asset Management
Minnesota
$6.83M -$507K -5,936 -7%
CK
504
Cohen Klingenstein
New York
$6.81M -$215K -2,522 -3%
HIMC
505
Heritage Investors Management Corp
Maryland
$6.78M +$98.6K +1,155 +2%
Twin Tree Management
506
Twin Tree Management
Texas
$6.75M +$6.61M +77,452 New
LSERS
507
Louisiana State Employees Retirement System
Louisiana
$6.75M -$256K -3,000 -4%
AF
508
Ally Financial
Michigan
$6.71M
LGF
509
LGT Group Foundation
Liechtenstein
$6.7M -$2.9M -34,003 -31%
SWP
510
Strategic Wealth Partners
Ohio
$6.65M +$1.39M +16,233 +27%
FNT
511
First Nebraska Trust
Nebraska
$6.63M +$287K +3,360 +5%
TCM
512
Tufton Capital Management
Maryland
$6.59M -$12.2K -143 -0.2%
TG
513
TCW Group
California
$6.56M -$265K -3,105 -4%
EF
514
Empowered Funds
Pennsylvania
$6.53M +$4.07M +47,657 +175%
GIM
515
Goelzer Investment Management
Indiana
$6.52M +$15.2K +178 +0.2%
HWM
516
HB Wealth Management
Georgia
$6.49M +$692K +8,104 +12%
WIC
517
WealthBridge Investment Counsel
Alberta, Canada
$6.44M -$44.8K -525 -0.7%
PHS
518
Pekin Hardy Strauss
Illinois
$6.44M -$425K -4,980 -6%
NGA
519
Naples Global Advisors
Florida
$6.41M +$250K +2,924 +4%
CCM
520
Channing Capital Management
Illinois
$6.39M -$589K -6,901 -9%
BG
521
Bahl & Gaynor
Ohio
$6.37M -$5.21M -61,008 -45%
TI
522
Tidal Investments
Wisconsin
$6.32M +$444K +5,201 +8%
SW
523
Simplicity Wealth
New Jersey
$6.31M +$5.58M +65,380 +931%
GVAG
524
Great Valley Advisor Group
Delaware
$6.31M -$30.4K -356 -0.5%
Wealthfront Advisers
525
Wealthfront Advisers
California
$6.31M +$826K +9,677 +15%

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.