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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
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$2.31M -$1.64M -19,235 -42%
GGA
827
Granite Group Advisors
Connecticut
$2.3M -$4.18K -49 -0.2%
GAM
828
Garrison Asset Management
Arkansas
$2.3M -$17K -199 -0.7%
EWM
829
Evercore Wealth Management
New York
$2.3M -$13.1K -153 -0.6%
DCM
830
Delta Capital Management
New Jersey
$2.29M +$12.8K +150 +0.6%
IA
831
IFG Advisory
Georgia
$2.29M -$338K -3,965 -13%
WI
832
Wahed Invest
New York
$2.29M +$2.24M +26,228 New
BCP
833
Berkeley Capital Partners
Georgia
$2.28M +$597K +6,996 +36%
MIM
834
Miller Investment Management
Pennsylvania
$2.28M
VBFP
835
Valtinson Bruner Financial Planning
Minnesota
$2.28M -$8.53K -100 -0.4%
SF
836
Slagle Financial
Illinois
$2.28M -$3.1M -36,268 -58%
EAM
837
EFG Asset Management
Oregon
$2.27M -$11.6K -136 -0.5%
SA
838
SpiderRock Advisors
Delaware
$2.26M +$2.31M +27,047 New
BFG
839
Berger Financial Group
Minnesota
$2.26M -$105K -1,236 -5%
CCA
840
Catalyst Capital Advisors
New York
$2.25M
LI
841
LMCG Investments
Massachusetts
$2.24M +$562K +6,585 +34%
HAS
842
HBW Advisory Services
California
$2.24M
QWP
843
Quotient Wealth Partners
Texas
$2.24M -$1.44M -16,822 -40%
BWG
844
Berry Wealth Group
Texas
$2.24M -$31K -363 -1%
AC
845
AXQ Capital
New Jersey
$2.22M +$2.18M +25,500 New
NME
846
Notis-McConarty Edward
$2.21M -$109K -1,281 -5%
ECM
847
EagleClaw Capital Management
Massachusetts
$2.21M +$2.16M +25,310 New
CS
848
Cannell & Spears
New York
$2.2M +$2.15M +25,188 New
AWA
849
Arete Wealth Advisors
Illinois
$2.19M -$9.73K -114 -0.5%
SP
850
Stonebrook Private
Michigan
$2.19M +$157K +1,837 +8%

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.