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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
Kayne Anderson Rudnick Investment Management
576
Kayne Anderson Rudnick Investment Management
California
$5.2M -$538K -6,305 -10%
TPCW
577
TD Private Client Wealth
New York
$5.19M -$1.79M -20,962 -26%
AAMA
578
Advanced Asset Management Advisors
Ohio
$5.15M
Los Angeles Capital Management
579
Los Angeles Capital Management
California
$5.14M +$4.45M +52,092 +755%
LG
580
LaFleur & Godfrey
Michigan
$5.13M +$47.2K +553 +0.9%
PAM
581
Palisade Asset Management
Minnesota
$5.13M -$22.9K -268 -0.5%
OLA
582
Oliver Luxxe Assets
New Jersey
$5.12M +$5.01M +58,757 New
AAM
583
Azzad Asset Management
Virginia
$5.12M +$80K +937 +2%
CIM
584
Chiron Investment Management
New York
$5.11M +$5.01M +58,686 New
GWM
585
Geneos Wealth Management
Colorado
$5.1M -$83.1K -974 -2%
PA
586
Perennial Advisors
New York
$5.1M +$96.2K +1,127 +2%
LTI
587
Laffer Tengler Investments
Tennessee
$5.08M -$303K -3,551 -6%
JPMIA
588
J.P. Marvel Investment Advisors
Massachusetts
$5.05M +$39.3K +460 +0.8%
AC
589
Asio Capital
Kentucky
$5.02M +$89.4K +1,048 +2%
NIM
590
NEOS Investment Management
Connecticut
$4.99M +$2.69M +31,564 +123%
SP
591
Stablepoint Partners
Massachusetts
$4.98M +$492K +5,765 +11%
Assenagon Asset Management
592
Assenagon Asset Management
Luxembourg
$4.98M +$78.2K +916 +2%
HCMT
593
Highland Capital Management (Tennessee)
Tennessee
$4.97M -$130K -1,529 -3%
Kovitz Investment Group Partners
594
Kovitz Investment Group Partners
Illinois
$4.93M +$1.88M +22,049 +64%
VW
595
Vance Wealth
California
$4.9M -$1.72M -20,182 -26%
BFG
596
Bleakley Financial Group
New Jersey
$4.86M +$84.9K +995 +2%
SAM
597
Smithbridge Asset Management
Pennsylvania
$4.85M +$592K +6,938 +14%
GT
598
Glenview Trust
Kentucky
$4.83M +$227K +2,658 +5%
EFIC
599
Eliot Finkel Investment Counsel
California
$4.82M +$962K +11,273 +26%
PWG
600
Portside Wealth Group
Utah
$4.81M +$44K +515 +0.9%

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.