We are live on ! Find out more
MDT icon

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
MMA
801
Miracle Mile Advisors
California
$2.49M -$28.3K -332 -1%
JFA
802
JNBA Financial Advisors
Minnesota
$2.49M -$30K -351 -1%
TCM
803
Twin Capital Management
Pennsylvania
$2.49M +$779K +9,127 +47%
NC
804
NovaPoint Capital
Georgia
$2.48M -$217K -2,542 -8%
MWAM
805
Manhattan West Asset Management
California
$2.47M +$360K +4,219 +17%
RB
806
Rodgers Brothers
Pennsylvania
$2.43M +$971K +11,383 +69%
CAM
807
Claret Asset Management
Quebec, Canada
$2.42M -$162K -1,900 -6%
FAB
808
First American Bank
Illinois
$2.41M -$111K -1,299 -4%
AWM
809
Axxcess Wealth Management
California
$2.4M +$187K +2,194 +9%
WB
810
Webster Bank
Connecticut
$2.39M +$92.6K +1,085 +4%
IIM
811
INTECH Investment Management
Florida
$2.38M -$9.63M -112,847 -81%
AA
812
Argent Advisors
Louisiana
$2.36M +$69K +808 +3%
ONSWM
813
Old North State Wealth Management
North Carolina
$2.36M +$84K +984 +4%
BFS
814
Bradley Foster & Sargent
Connecticut
$2.36M +$6.57K +77 +0.3%
SWS
815
SYSTM Wealth Solutions
Illinois
$2.36M -$145K -1,694 -6%
TCPW
816
Twin City Private Wealth
North Carolina
$2.35M +$2.29M +26,784 New
RI
817
Ridgewood Investments
New Jersey
$2.35M +$1.04M +12,149 +82%
PIA
818
Petredis Investment Advisors
Pennsylvania
$2.34M +$59.1K +692 +3%
CWMU
819
Caliber Wealth Management (Utah)
Utah
$2.34M -$16.1K -189 -0.7%
WB
820
WesBanco Bank
West Virginia
$2.34M +$394K +4,614 +21%
MCM
821
McKinley Capital Management
Alaska
$2.33M
LWL
822
Leo Wealth LLC
Texas
$2.33M -$265K -3,107 -10%
EFMC
823
Empire Financial Management Company
New York
$2.32M +$14.3K +167 +0.6%
TRCT
824
Tower Research Capital (TRC)
New York
$2.32M -$13.2M -154,084 -85%
PCM
825
Palouse Capital Management
Washington
$2.32M -$138K -1,614 -6%

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.