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
FNA
851
First National Advisers
Nebraska
$2.18M +$518K +6,075 +31%
SPC
852
Sigma Planning Corp
Michigan
$2.17M +$1.14M +13,387 +116%
GSWM
853
Greenup Street Wealth Management
Michigan
$2.17M +$2.12M +24,878 New
BDS
854
Banco de Sabadell
Florida
$2.17M -$30K -351 -1%
VI
855
Vestcor Inc
New Brunswick, Canada
$2.16M -$282K -3,302 -12%
CNFG
856
Creegan & Nassoura Financial Group
New Hampshire
$2.15M -$17.1K -200 -0.8%
TC
857
Truvestments Capital
Florida
$2.15M +$1.81M +21,204 +618%
CA
858
CoreCap Advisors
Michigan
$2.14M +$2.1M +24,601 New
VFA
859
Voya Financial Advisors
Connecticut
$2.14M +$207K +2,431 +11%
OHWP
860
Oak Harbor Wealth Partners
North Carolina
$2.14M +$96.8K +1,134 +5%
ST
861
Spinnaker Trust
Maine
$2.13M +$40.5K +474 +2%
FCH
862
Freestone Capital Holdings
Washington
$2.12M +$60.4K +708 +3%
GRP
863
Global Retirement Partners
California
$2.12M +$124K +1,452 +6%
MCM
864
MV Capital Management
Maryland
$2.09M +$1.35M +15,830 +193%
HI
865
Horizon Investments
North Carolina
$2.09M -$1.39M -16,261 -40%
FIM
866
Freedom Investment Management
Connecticut
$2.07M -$227K -2,664 -10%
LBC
867
Lowe Brockenbrough & Co
Virginia
$2.07M -$100K -1,176 -5%
NWM
868
Northcape Wealth Management
New York
$2.07M +$155K +1,816 +8%
MOS
869
MGO One Seven
Ohio
$2.06M -$192K -2,247 -9%
NL
870
NVWM LLC
Pennsylvania
$2.06M +$987K +11,562 +97%
PT
871
Plimoth Trust
Massachusetts
$2.05M -$692K -8,112 -26%
ISL
872
Ingalls & Snyder LLC
New York
$2.04M +$2.65K +31 +0.1%
GP
873
Greenline Partners
New York
$2.03M
PWW
874
Pettyjohn Wood & White
Virginia
$2.03M -$246K -2,878 -11%
ADIM
875
Alpha DNA Investment Management
Maryland
$2.02M -$74.5K -873 -4%

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.