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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
ANTB
651
AMG National Trust Bank
Colorado
$4.1M -$278K -3,263 -6%
SFA
652
Semmax Financial Advisors
North Carolina
$4.1M +$70.9K +831 +2%
PAS
653
Park Avenue Securities
New York
$4.08M +$669K +7,841 +20%
IWC
654
Integrated Wealth Concepts
Massachusetts
$4.07M +$313K +3,673 +9%
TCM
655
Teza Capital Management
Illinois
$4.05M +$3.53M +41,353 +804%
NB
656
Norinchukin Bank
Japan
$4.02M -$58.1K -681 -1%
RFC
657
Regions Financial Corp
Alabama
$4.02M -$43.4K -508 -1%
BHA
658
Beech Hill Advisors
New York
$4.02M -$14.7K -172 -0.4%
HDIM
659
Hanson & Doremus Investment Management
Vermont
$4.01M +$253K +2,966 +7%
AWA
660
Arkadios Wealth Advisors
Georgia
$4.01M +$41.5K +486 +1%
PCM
661
Prelude Capital Management
New York
$4M +$3.92M +45,942 New
SWA
662
SFMG Wealth Advisors
Texas
$4M +$125K +1,465 +3%
NP
663
NS Partners
United Kingdom
$4M -$5.55K -65 -0.1%
PCIA
664
Prime Capital Investment Advisors
Kansas
$3.97M +$275K +3,225 +8%
GIA
665
Gladstone Institutional Advisory
Florida
$3.95M +$1.37M +16,093 +55%
GCM
666
Garland Capital Management
Washington
$3.89M -$26.9K -315 -0.7%
EH
667
Equitable Holdings
New York
$3.88M +$1.95M +22,816 +105%
LJHT
668
Laurie J. Hall Trustee
$3.83M +$10.7K +125 +0.3%
HIP
669
Harrell Investment Partners
Texas
$3.83M +$48.1K +564 +1%
KRSITF
670
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.82M -$300K -3,521 -7%
RWA
671
Roberts Wealth Advisors
California
$3.82M +$97K +1,137 +2%
ANBTV
672
American National Bank & Trust (Virginia)
Virginia
$3.8M +$3.72M +43,562 New
RWM
673
RBA Wealth Management
California
$3.79M +$79.6K +933 +2%
FWC
674
First Washington Corp
Washington
$3.78M
CG
675
Caprock Group
Idaho
$3.78M -$191K -2,242 -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.