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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
WI
901
Wintrust Investments
Illinois
$1.85M +$390K +4,572 +27%
ATPW
902
Ashton Thomas Private Wealth
Arizona
$1.84M -$131K -1,539 -7%
MWM
903
Mattern Wealth Management
Kansas
$1.83M -$51.4K -602 -3%
PA
904
Parallel Advisors
California
$1.83M +$134K +1,572 +8%
CFGS
905
Concourse Financial Group Securities
Alabama
$1.81M +$27.2K +319 +2%
GWSG
906
GPS Wealth Strategies Group
Colorado
$1.81M +$135K +1,583 +8%
CQS
907
Credential Qtrade Securities
$1.81M +$186K +2,185 +12%
Marshall Wace
908
Marshall Wace
United Kingdom
$1.81M +$939K +11,005 +113%
SLI
909
Sumitomo Life Insurance
Japan
$1.81M -$69.6K -815 -4%
WWA
910
WCG Wealth Advisors
Nevada
$1.8M +$319K +3,738 +22%
CAM
911
Cypress Asset Management
Texas
$1.8M -$17.1K -200 -1%
CIA
912
Cascade Investment Advisors
Oregon
$1.79M +$38K +445 +2%
P
913
Pitcairn
Pennsylvania
$1.79M +$188K +2,208 +12%
SRC
914
Shufro Rose & Co
New York
$1.79M -$81K -949 -4%
AFG
915
Albion Financial Group
Utah
$1.79M +$161K +1,887 +10%
NG
916
Norden Group
Utah
$1.79M +$193K +2,259 +12%
AA
917
AlphaCentric Advisors
Puerto Rico
$1.79M
PA
918
Profund Advisors
Maryland
$1.77M -$207K -2,425 -11%
TI
919
TrueMark Investments
Illinois
$1.77M -$31.7K -372 -2%
BO
920
Bank OZK
Arkansas
$1.77M -$131K -1,534 -7%
NB
921
NBT Bank
New York
$1.76M -$39.6K -464 -2%
DRD
922
Dennis R. Delaney
$1.76M +$15.4K +180 +0.9%
NDSI
923
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M -$63.2K -740 -4%
CT
924
Cambridge Trust
Massachusetts
$1.74M +$69.4K +813 +4%
APIM
925
Agate Pass Investment Management
Washington
$1.73M +$83.6K +979 +5%

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.