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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
DP
526
Dearborn Partners
Illinois
$6.27M -$2.56M -29,993 -29%
AAIM
527
American Assets Investment Management
California
$6.24M
A
528
AustralianSuper
Australia
$6.23M
BFA
529
Benedict Financial Advisors
Georgia
$6.23M +$102K +1,197 +2%
PCM
530
Poehling Capital Management
Wisconsin
$6.22M +$42.8K +501 +0.7%
CB
531
Cadence Bank
Mississippi
$6.21M +$1.74M +20,399 +40%
IIC
532
Ironwood Investment Counsel
Arizona
$6.19M +$190K +2,228 +3%
MCM
533
Mengis Capital Management
Oregon
$6.14M -$1.73M -20,240 -22%
WF
534
Welch & Forbes
Massachusetts
$6.13M -$1.15M -13,444 -16%
TI
535
Trexquant Investment
Connecticut
$6.12M +$5.99M +70,217 New
GCA
536
Greenwood Capital Associates
South Carolina
$6.11M +$4.49M +52,648 +302%
MCP
537
Martin Capital Partners
Oregon
$6.1M +$204K +2,385 +4%
CCMINC
538
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.1M +$651K +7,630 +12%
LNB
539
Ledyard National Bank
$6.08M -$83.5K -978 -1%
TCA
540
Transcend Capital Advisors
New Jersey
$6.08M +$695K +8,140 +13%
CIG
541
Cullen Investment Group
Louisiana
$6.07M +$259K +3,031 +4%
BCI
542
Brinker Capital Investments
Pennsylvania
$6.02M +$713K +8,352 +14%
OPS
543
Orion Portfolio Solutions
Nebraska
$6.02M +$713K +8,352 +14%
AI
544
Atom Investors
Texas
$5.99M +$3.26M +38,237 +125%
FDP
545
Financiere des Professionnels
Quebec, Canada
$5.93M
CA
546
Cullinan Associates
Kentucky
$5.91M -$891K -10,440 -13%
BHWA
547
Beacon Harbor Wealth Advisors
Virginia
$5.9M +$57.1K +669 +1%
TCOV
548
Trust Company of Vermont
Vermont
$5.9M -$5.29K -62 -0.1%
AAS
549
Avantax Advisory Services
Texas
$5.9M +$9.64K +113 +0.2%
VPIM
550
Vanguard Personalized Indexing Management
California
$5.89M +$849K +9,950 +17%

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.