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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
FPGT
676
Financial Partners Group (Tennessee)
Tennessee
$3.78M +$5.89K +69 +0.2%
AA
677
Ancora Advisors
Ohio
$3.77M -$46.5K -545 -1%
SIM
678
Stratos Investment Management
Ohio
$3.76M +$416K +4,875 +13%
GS
679
GTS Securities
New York
$3.74M -$4.44M -52,034 -55%
FNB
680
Farmers National Bank
Kentucky
$3.73M +$186K +2,180 +5%
GLA
681
Great Lakes Advisors
Illinois
$3.72M -$421K -4,935 -10%
RBC
682
Romano Brothers & Co
Illinois
$3.68M -$391K -4,579 -10%
PPWP
683
Proquility Private Wealth Partners
Nevada
$3.66M +$1.63M +19,087 +83%
BFS
684
Bard Financial Services
Connecticut
$3.63M -$23K -270 -0.6%
LS
685
Leelyn Smith
Illinois
$3.61M +$205K +2,407 +6%
KC
686
Kinloch Capital
Virginia
$3.58M +$160K +1,878 +5%
VIM
687
VELA Investment Management
Ohio
$3.57M +$50K +586 +1%
SAMC
688
Spectrum Asset Management (California)
California
$3.56M -$3.41M -39,966 -50%
JAM
689
Jupiter Asset Management
United Kingdom
$3.56M -$202K -2,366 -5%
SWM
690
Scissortail Wealth Management
Oklahoma
$3.56M +$73.2K +858 +2%
GIA
691
GHP Investment Advisors
Colorado
$3.55M +$167K +1,957 +5%
Two Sigma Advisers
692
Two Sigma Advisers
New York
$3.52M -$19.7M -231,332 -85%
WFMPM
693
Woodley Farra Manion Portfolio Management
Indiana
$3.51M -$326K -3,814 -9%
SCA
694
Stokes Capital Advisors
South Carolina
$3.5M -$49.8K -583 -1%
FAP
695
Financial Advisory Partners
Florida
$3.5M -$509K -5,961 -13%
QOP
696
Quinn Opportunity Partners
Virginia
$3.49M +$3.42M +40,100 New
HW
697
Hancock Whitney
Mississippi
$3.49M -$828K -9,699 -19%
OAM
698
Oak Asset Management
California
$3.48M +$2.48K +29 +0.1%
BCCM
699
Bridge Creek Capital Management
Massachusetts
$3.46M +$53.3K +624 +2%
YIH
700
Y-Intercept (HK)
Hong Kong
$3.46M +$2.93M +34,380 +641%

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.