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Medtronic
MDT

1,990 hedge funds and large institutions have $88B invested in Medtronic in 2023 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 992 increasing their positions, 620 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 620

56% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 119

20% more call options, than puts

Call options by funds: $666M | Put options by funds: $555M

1% more funds holding

Funds holding: 1,961 → 1,990 (+29)

4% more capital invested

Capital invested by funds: $84.7B → $88B (+$3.25B)

0.59% more ownership

Funds ownership: 81.43% → 82.01% (+0.59%)

13% less funds holding in top 10

Funds holding in top 10: 31 → 27 (-4)

Holders
1,990
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
31.71%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.43%
New
186
Increased
992
Reduced
620
Closed
119
Calls
$666M
Puts
$555M
Net Calls
+$112M
Net Calls Change
-$265M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$281M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$271M
3
Dodge & Cox
Dodge & Cox
California
+$252M
4
CCM
Cullen Capital Management
New York
+$246M
5
Bank of America
Bank of America
North Carolina
+$234M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$375M
2
Barclays
Barclays
United Kingdom
-$341M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$198M
4
Two Sigma Investments
Two Sigma Investments
New York
-$162M
5
Renaissance Technologies
Renaissance Technologies
New York
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
926
Raleigh Capital Management
North Carolina
$1.48M +$61.8K +758 +4%
APIM
927
Agate Pass Investment Management
Washington
$1.48M +$61.2K +751 +4%
CAM
928
Cresset Asset Management
Illinois
$1.47M -$285K -3,495 -16%
OHWP
929
Oak Harbor Wealth Partners
North Carolina
$1.47M +$637K +7,820 +75%
COCM
930
Charter Oak Capital Management
New Hampshire
$1.46M -$17K -209 -1%
IA
931
IFP Advisors
Florida
$1.46M -$1.49M -18,331 -50%
QCM
932
Qsemble Capital Management
New York
$1.46M -$261K -3,200 -15%
CFD
933
Creative Financial Designs
Indiana
$1.45M +$72.9K +894 +5%
CA
934
Clearstead Advisors
Ohio
$1.44M -$90.7K -1,113 -6%
EP
935
EPIQ Partners
Minnesota
$1.44M -$77.9K -956 -5%
JCM
936
Jacobi Capital Management
Pennsylvania
$1.44M +$52.7K +646 +4%
LA
937
Lakeside Advisors
Washington
$1.43M +$489 +6 +0%
RCAG
938
Rehmann Capital Advisory Group
Michigan
$1.42M +$70.7K +867 +5%
ANTB
939
AMG National Trust Bank
Colorado
$1.42M -$760K -9,329 -35%
AFM
940
Andesa Financial Management
Pennsylvania
$1.42M +$1.89M +23,197 +127%
BFG
941
Beacon Financial Group
Texas
$1.41M +$290K +3,555 +25%
SIAG
942
Signet Investment Advisory Group
Rhode Island
$1.41M +$61.1K +750 +4%
SCM
943
Suvretta Capital Management
New York
$1.41M +$660K +8,094 +86%
PGFC
944
Peapack-Gladstone Financial Corp
New Jersey
$1.41M -$2.73M -33,444 -66%
WA
945
Wambolt & Associates
Colorado
$1.41M +$114K +1,404 +9%
CNBT
946
Canandaigua National Bank & Trust
New York
$1.41M +$1.42M +17,432 New
BFS
947
Bradley Foster & Sargent
Connecticut
$1.4M +$121K +1,485 +9%
CFGS
948
Concourse Financial Group Securities
Alabama
$1.39M +$17.8K +219 +1%
AFG
949
ABLE Financial Group
Arizona
$1.38M +$1.39M +17,076 New
BFO
950
Boston Family Office
Massachusetts
$1.38M +$69.3K +850 +5%
36 37
38
39 40

MDT Hedge Fund Activity: Q1 2023 in Review

1,990 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2023, worth a combined $88B — up 3.8% from $84.7B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new MDT positions and 119 closed out — a net gain of 67 holders — while 992 added to existing stakes and 620 trimmed.

The largest buyer was Ameriprise, adding an estimated $281M. The largest seller was BlackRock, cutting an estimated $375M.

  • 1,990 institutional investors held Medtronic (MDT) as of Q1 2023, up from 1,961 in Q4 2022.
  • Funds reported $88B of Medtronic stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 186 funds opened new Medtronic positions in Q1 2023 and 119 closed out, a net change of +67 holders.
  • The largest Medtronic buyer in Q1 2023 was Ameriprise, an estimated $281M added.
  • The largest Medtronic seller in Q1 2023 was BlackRock, an estimated $375M sold.

Based on aggregated 13F filings for Q1 2023.