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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
CP
751
CenterBook Partners
Connecticut
$3M +$286K +3,349 +11%
FAM
752
Fred Alger Management
New York
$3M +$498K +5,833 +20%
SIC
753
Schwartz Investment Counsel
Michigan
$3M
CSPIA
754
Cary Street Partners Investment Advisory
Virginia
$2.99M +$2.73K +32 +0.1%
BTWM
755
Baker Tilly Wealth Management
Wisconsin
$2.98M +$154K +1,799 +6%
Bank of Nova Scotia
756
Bank of Nova Scotia
Ontario, Canada
$2.97M -$130K -1,527 -4%
MCB
757
Morton Community Bank
Illinois
$2.9M +$190K +2,230 +7%
NIC
758
Northwest Investment Counselors
Oregon
$2.9M -$32.5K -381 -1%
WS
759
Wedbush Securities
California
$2.9M +$354K +4,150 +14%
SIG
760
Stonegate Investment Group
Alabama
$2.89M +$449K +5,259 +19%
DWP
761
Daymark Wealth Partners
Ohio
$2.86M -$363K -4,258 -11%
HCM
762
Hengehold Capital Management
Ohio
$2.86M +$860K +10,074 +44%
BIC
763
Beach Investment Counsel
Pennsylvania
$2.84M -$171 -2 -0%
NMG
764
New Millennium Group
Utah
$2.82M +$435K +5,098 +19%
ADBIC
765
A.D. Beadell Investment Counsel
Wisconsin
$2.79M +$195K +2,285 +8%
PCM
766
Parsons Capital Management
Rhode Island
$2.78M -$118K -1,380 -4%
SCP
767
Shorepoint Capital Partners
Massachusetts
$2.76M +$32.9K +385 +1%
MSAM
768
Moloney Securities Asset Management
Missouri
$2.75M +$140K +1,646 +6%
SVWAG
769
Sound View Wealth Advisors Group
Georgia
$2.75M +$95.6K +1,120 +4%
WA
770
Wambolt & Associates
Colorado
$2.74M +$410K +4,800 +18%
DWM
771
Dakota Wealth Management
Florida
$2.74M +$1.36M +15,902 +103%
AGP
772
Autumn Glory Partners
Texas
$2.73M +$801K +9,389 +43%
SPC
773
Spirepoint Private Client
Florida
$2.72M +$2.66M +31,204 New
CAM
774
Columbia Asset Management
Michigan
$2.71M
UCI
775
Uncommon Cents Investing
Wisconsin
$2.68M +$75K +879 +3%

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.