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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
MJP
626
Michael J. Puzo
$4.44M +$258K +3,019 +6%
VIM
627
Vinva Investment Management
Australia
$4.43M +$379K +4,437 +10%
CC
628
Courier Capital
New York
$4.41M +$817K +9,571 +23%
SC
629
Savant Capital
Illinois
$4.39M +$1.5M +17,592 +54%
TW
630
Trajan Wealth
Arizona
$4.38M +$4.29M +50,242 New
HF
631
HRT Financial
New York
$4.33M -$1.97M -23,049 -32%
AWM
632
Apollon Wealth Management
South Carolina
$4.33M -$97.5K -1,143 -2%
TC
633
Taika Capital
Florida
$4.33M +$4.24M +49,660 New
AA
634
ALPS Advisors
Colorado
$4.32M +$55.3K +648 +1%
BPA
635
Beacon Pointe Advisors
California
$4.31M -$742K -8,697 -15%
AWAU
636
Alliance Wealth Advisors (Utah)
Utah
$4.29M +$306K +3,587 +8%
MLIC
637
Mandatum Life Insurance Company
Finland
$4.28M +$1.28M +15,000 +44%
SW
638
SlateStone Wealth
Florida
$4.26M +$2.8M +32,778 +203%
ECG
639
Edge Capital Group
Georgia
$4.23M -$6.72M -78,773 -62%
EHC
640
Everett Harris & Co
California
$4.21M -$13.8K -162 -0.3%
TLP
641
Trinity Legacy Partners
Texas
$4.19M +$4.1M +48,064 New
PCG
642
Prosperity Consulting Group
Maryland
$4.18M +$3.76M +44,092 +1,125%
BCFS
643
Butensky & Cohen Financial Security
Florida
$4.18M +$108K +1,267 +3%
CCT
644
Chemung Canal Trust
New York
$4.17M +$3.83M +44,846 +1,467%
BRM
645
Boston Research & Management
Massachusetts
$4.17M +$68.6K +804 +2%
ST
646
Somerset Trust
Pennsylvania
$4.16M +$78.3K +917 +2%
HW
647
Hedeker Wealth
Illinois
$4.16M +$15.9K +186 +0.4%
SCA
648
Snowden Capital Advisors
New York
$4.12M +$221K +2,595 +6%
NS
649
NBC Securities
Alabama
$4.12M -$122K -1,435 -3%
DIM
650
DLK Investment Management
California
$4.11M +$790K +9,258 +24%

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.