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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
WAOTB
726
Wealth Advisors of Tampa Bay
Florida
$3.25M +$397K +4,650 +14%
AP
727
Appleton Partners
Massachusetts
$3.25M -$788K -9,228 -20%
AAM
728
Augustine Asset Management
Florida
$3.24M -$7.77K -91 -0.2%
JFG
729
Jefferies Financial Group
New York
$3.24M -$4.67M -54,737 -60%
LOIM
730
Liberty One Investment Management
Illinois
$3.23M +$240K +2,818 +8%
TIM
731
Tevis Investment Management
Texas
$3.21M -$3.07K -36 -0.1%
BRWA
732
B. Riley Wealth Advisors
Florida
$3.2M +$750K +8,792 +28%
CGI
733
Comgest Global Investors
France
$3.2M
CFCI
734
Comprehensive Financial Consultants Institutional
Indiana
$3.17M +$167K +1,959 +6%
WorldQuant Millennium Advisors
735
WorldQuant Millennium Advisors
New York
$3.17M +$3.1M +36,346 New
FT
736
Fiduciary Trust
Massachusetts
$3.15M -$136K -1,591 -4%
IIM
737
Intact Investment Management
Quebec, Canada
$3.12M
PAM
738
Peak Asset Management
Colorado
$3.11M +$60.4K +708 +2%
HCM
739
Hodges Capital Management
Texas
$3.11M -$49.8K -584 -2%
OAM
740
Ostrum Asset Management
France
$3.1M +$524K +6,138 +21%
LCM
741
LVM Capital Management
Michigan
$3.09M -$463K -5,420 -13%
OAM
742
Occidental Asset Management
California
$3.08M +$1.39M +16,261 +85%
ECM
743
Exchange Capital Management
Michigan
$3.07M +$91.3K +1,070 +3%
AIM
744
AMI Investment Management
Indiana
$3.07M +$146K +1,716 +5%
O
745
Ossiam
France
$3.06M +$159K +1,863 +6%
AP
746
Arlington Partners
Alabama
$3.06M +$2.34M +27,472 +359%
SA
747
Strategic Advisors
New York
$3.03M
BCM
748
BTC Capital Management
Iowa
$3.02M +$2.96M +34,683 New
BCB
749
Brian C. Broderick
$3.01M +$95.6K +1,120 +3%
FWP
750
FAS Wealth Partners
Kansas
$3M -$6.32K -74 -0.2%

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.