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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
LFG
951
Larson Financial Group
Missouri
$1.61M +$23.4K +274 +2%
SYBT
952
Stock Yards Bank & Trust
Kentucky
$1.61M +$95.1K +1,114 +6%
COCM
953
Charter Oak Capital Management
New Hampshire
$1.6M +$22.6K +265 +1%
AIA
954
AIMZ Investment Advisors
California
$1.6M +$427 +5 +0%
GAM
955
Griffin Asset Management
New York
$1.6M -$38.3K -449 -2%
JCM
956
Jacobi Capital Management
Pennsylvania
$1.59M +$8.53K +100 +0.6%
RT
957
Rockland Trust
Massachusetts
$1.59M -$205K -2,407 -12%
NERM
958
New England Research & Management
Illinois
$1.58M +$9.81K +115 +0.6%
IWM
959
IHT Wealth Management
Illinois
$1.58M +$373K +4,366 +32%
ET
960
Equitable Trust
Tennessee
$1.57M +$8.88K +104 +0.6%
HCM
961
Highlander Capital Management
New Jersey
$1.57M
KWM
962
Kingsview Wealth Management
Oregon
$1.57M -$4.24M -49,686 -73%
SM
963
Sciencast Management
New Jersey
$1.56M -$77.2K -904 -5%
BCM
964
Blume Capital Management
California
$1.56M +$4.27K +50 +0.3%
LWAM
965
Legacy Wealth Asset Management
Minnesota
$1.56M +$26.7K +313 +2%
TA
966
Tectonic Advisors
Texas
$1.56M +$27.7K +324 +2%
FHB
967
First Hawaiian Bank
Hawaii
$1.55M -$418K -4,900 -22%
TBWA
968
Three Bridge Wealth Advisors
California
$1.55M +$314K +3,676 +26%
BFG
969
Beacon Financial Group
Texas
$1.54M -$131K -1,531 -8%
MCWS
970
McKinley Carter Wealth Services
West Virginia
$1.54M +$83.6K +980 +6%
BSW
971
Buckingham Strategic Wealth
Missouri
$1.54M +$101K +1,180 +7%
CCM
972
Chiron Capital Management
Florida
$1.54M +$27.1K +318 +2%
VVP
973
Venture Visionary Partners
Ohio
$1.54M +$161K +1,881 +12%
BAM
974
Belpointe Asset Management
Nevada
$1.53M -$192K -2,250 -11%
HI
975
Harrington Investments
California
$1.53M +$113K +1,323 +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.