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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
SWK
926
Stephen W. Kidder
$1.73M -$164K -1,925 -9%
Nomura Holdings
927
Nomura Holdings
Japan
$1.72M -$1.87M -21,931 -53%
LNWWM
928
Laird Norton Wetherby Wealth Management
California
$1.72M +$123K +1,442 +8%
NRI
929
NFP Retirement Inc
California
$1.71M +$1.67M +19,608 New
RSC
930
Red Spruce Capital
Pennsylvania
$1.69M +$126K +1,473 +8%
LF
931
LifePlan Financial
Minnesota
$1.69M +$103K +1,212 +7%
QWM
932
Quadcap Wealth Management
Texas
$1.68M -$221K -2,595 -12%
AI
933
AXS Investments
New York
$1.68M -$31.7K -371 -2%
SIAG
934
Signet Investment Advisory Group
Rhode Island
$1.67M -$41.5K -486 -2%
EWM
935
Evergreen Wealth Management
Michigan
$1.67M
AM
936
AGF Management
Ontario, Canada
$1.67M +$783K +9,180 +92%
FIM
937
Fernwood Investment Management
Massachusetts
$1.67M -$38.4K -450 -2%
SSW
938
Stone Summit Wealth
Florida
$1.66M +$127K +1,490 +8%
PP
939
Prudential plc
United Kingdom
$1.65M -$2.9M -33,929 -64%
ITC
940
Inspire Trust Company
Nevada
$1.65M +$684K +8,016 +74%
NEAM
941
New England Asset Management
Connecticut
$1.64M
CNBTD
942
Citizens National Bank Trust Department
Mississippi
$1.63M -$38.4K -450 -2%
GM
943
GeoWealth Management
Illinois
$1.63M +$613K +7,180 +62%
Parallax Volatility Advisers
944
Parallax Volatility Advisers
California
$1.63M +$1.6M +18,694 New
MFA
945
Millington Financial Advisors
Illinois
$1.63M +$68.4K +802 +4%
RCG
946
Regatta Capital Group
California
$1.62M +$100K +1,173 +7%
CBTWT
947
Community Bank & Trust (Waco, Texas)
Texas
$1.62M -$1.45K -17 -0.1%
PFGIA
948
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M +$466K +5,459 +42%
OTPPB
949
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.62M +$1.58M +18,538 New
VSQM
950
V-Square Quantitative Management
Illinois
$1.61M +$469K +5,494 +42%

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.