We are live on ! Find out more
MDT icon

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
FTA
551
Financial & Tax Architects
Missouri
$5.89M +$54.4K +638 +1%
BWL
552
Bogart Wealth LLC
Virginia
$5.85M +$420K +4,926 +8%
SIA
553
Soltis Investment Advisors
Utah
$5.84M -$420K -4,923 -7%
NMERB
554
New Mexico Educational Retirement Board
New Mexico
$5.84M -$188K -2,200 -3%
BAM
555
Berkshire Asset Management
Pennsylvania
$5.82M -$63K -738 -1%
AC
556
Addenda Capital
Quebec, Canada
$5.72M -$15.5K -182 -0.3%
LW
557
Linscomb Wealth
Texas
$5.72M +$106K +1,242 +2%
PFS
558
Prospera Financial Services
Texas
$5.7M -$1.83M -21,426 -25%
SFA
559
Sequoia Financial Advisors
Ohio
$5.66M -$1.51M -17,740 -21%
FTC
560
Farmers Trust Company
Ohio
$5.65M +$783K +9,175 +16%
MCM
561
Monarch Capital Management
Indiana
$5.63M +$7.94K +93 +0.1%
CWM
562
Compass Wealth Management
Connecticut
$5.61M +$528K +6,181 +11%
IPW
563
Inlet Private Wealth
Florida
$5.59M +$278K +3,260 +5%
AI
564
Aperture Investors
New York
$5.55M +$2.56M +30,048 +89%
CSS
565
Cubist Systematic Strategies
Connecticut
$5.54M +$5.42M +63,536 New
HB
566
HTLF Bank
Colorado
$5.54M +$21K +246 +0.4%
SWP
567
Stratos Wealth Partners
Ohio
$5.51M +$306K +3,589 +6%
MC
568
Moors & Cabot
Massachusetts
$5.43M -$1.42M -16,687 -21%
BCV
569
Banque Cantonale Vaudoise
Switzerland
$5.38M -$532K -6,230 -9%
VAS
570
Valicenti Advisory Services
New York
$5.37M -$17.4K -204 -0.3%
DAS
571
Diversify Advisory Services
Utah
$5.32M +$5.22M +61,110 New
KNW
572
Kesler Norman & Wride
Utah
$5.26M +$100K +1,174 +2%
SCP
573
Stamos Capital Partners
California
$5.25M -$306K -3,580 -6%
KIA
574
KCM Investment Advisors
California
$5.23M -$2.43M -28,496 -32%
HAI
575
Hennessy Advisors Inc
California
$5.22M -$145K -1,700 -3%

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.