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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
CIM
601
Corbyn Investment Management
Maryland
$4.81M -$357K -4,188 -7%
MCM
602
MAI Capital Management
Ohio
$4.81M +$820K +9,603 +21%
LFAS
603
Level Four Advisory Services
Texas
$4.79M +$89K +1,043 +2%
RBA
604
Richard Bernstein Advisors
New York
$4.78M
IC
605
IEQ Capital
California
$4.73M +$1.06M +12,450 +30%
TAIM
606
Te Ahumairangi Investment Management
New Zealand
$4.71M +$804K +9,420 +21%
HL
607
HeadInvest LLC
Maine
$4.71M -$113K -1,322 -2%
RHAM
608
Round Hill Asset Management
California
$4.69M -$73.4K -860 -2%
MLICM
609
Metropolitan Life Insurance Company (MetLife)
New York
$4.67M -$45.2K -530 -1%
PS
610
Principal Securities
Iowa
$4.67M +$828K +9,702 +22%
CMP
611
Coston McIsaac & Partners
Maine
$4.65M +$145K +1,697 +3%
MIA
612
MainStreet Investment Advisors
Illinois
$4.65M -$124K -1,448 -3%
RVM
613
Robinson Value Management
Texas
$4.63M +$2.39M +28,059 +112%
MGP
614
Metis Global Partners
California
$4.62M -$36.9K -432 -0.8%
IAN
615
Integrated Advisors Network
Texas
$4.6M +$3.39M +39,761 +304%
TFA
616
Toth Financial Advisory
Virginia
$4.6M +$160K +1,877 +4%
SFI
617
Siemens Fonds Invest
Germany
$4.59M -$50.2K -588 -1%
ANBT
618
American National Bank & Trust
Texas
$4.56M +$846K +9,918 +23%
SAG
619
SageView Advisory Group
California
$4.56M +$813K +9,523 +130%
CA
620
Cornerstone Advisors
North Carolina
$4.5M
TBA
621
Tower Bridge Advisors
Pennsylvania
$4.49M -$363K -4,258 -8%
ATC
622
Argent Trust Co
Tennessee
$4.47M -$514K -6,023 -11%
NIM
623
Needham Investment Management
New York
$4.45M
IAA
624
Independent Advisor Alliance
North Carolina
$4.45M -$263K -3,082 -6%
CPC
625
Consolidated Planning Corp
Georgia
$4.44M +$193K +2,267 +5%

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.