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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
DILIC
701
Dai-ichi Life Insurance Company
Japan
$3.46M
TW
702
TrinityPoint Wealth
Connecticut
$3.44M +$94.9K +1,112 +3%
CIA
703
Concurrent Investment Advisors
Florida
$3.44M +$1.05M +12,345 +45%
NCM
704
Nelson Capital Management
California
$3.43M +$460K +5,393 +16%
GHAM
705
Gilman Hill Asset Management
Connecticut
$3.43M +$12.9K +151 +0.4%
FFN
706
Focus Financial Network
Minnesota
$3.41M -$6.07M -71,157 -62%
MA
707
Mutual Advisors
Nebraska
$3.4M +$585K +6,853 +21%
CAC
708
Core Alternative Capital
Georgia
$3.4M +$286K +3,348 +9%
FCBT
709
First Citizens Bank & Trust
North Carolina
$3.4M +$1.23M +14,451 +59%
BFW
710
Brady Family Wealth
Missouri
$3.4M +$23.6K +277 +0.7%
TH
711
TCTC Holdings
Texas
$3.39M +$1.88K +22 +0.1%
APWM
712
Argonautica Private Wealth Management
Massachusetts
$3.38M +$370K +4,333 +13%
KA
713
Keene & Associates
Texas
$3.37M -$18.3K -214 -0.5%
PFA
714
Pathway Financial Advisers
Indiana
$3.36M +$218K +2,557 +7%
USAA
715
United Services Automobile Association
Texas
$3.36M
CTI
716
Community Trust & Investment
Kentucky
$3.35M +$456K +5,342 +16%
PCTC
717
Perkins Coie Trust Company
Washington
$3.33M +$112K +1,312 +4%
IHL
718
Investment House LLC
California
$3.33M +$2.08M +24,330 +175%
SAM
719
Sectoral Asset Management
Quebec, Canada
$3.32M -$171K -2,000 -5%
ACM
720
Argyle Capital Management
Pennsylvania
$3.3M -$171K -2,000 -5%
RCP
721
Rothschild Capital Partners
New York
$3.28M +$3.21M +37,670 New
JC
722
Jacobs & Co
California
$3.28M +$4.01K +47 +0.1%
SAM
723
Strategy Asset Managers
California
$3.27M +$1.34M +15,713 +72%
OSNBOA
724
Old Second National Bank of Aurora
Illinois
$3.26M +$120K +1,411 +4%
WKWM
725
Walter & Keenan Wealth Management
Indiana
$3.26M +$322K +3,775 +11%

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.