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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
FM
976
Foster & Motley
Ohio
$1.53M +$133K +1,555 +10%
SCM
977
Suvretta Capital Management
New York
$1.52M
EGM
978
Engineers Gate Manager
New York
$1.52M +$1.49M +17,424 New
NED
979
Nancy E. Dempze
$1.51M +$151K +1,770 +11%
SFG
980
SNS Financial Group
Minnesota
$1.51M -$21.8K -255 -1%
TCOT
981
Trust Company of Toledo
Ohio
$1.51M +$8.53K +100 +0.6%
VRM
982
Vectors Research Management
New York
$1.51M +$929K +10,887 +170%
TA
983
TCM Advisors
West Virginia
$1.5M
JWCA
984
J.W. Cole Advisors
Florida
$1.5M -$32.5K -381 -2%
BMC
985
Benin Management Corp
Connecticut
$1.49M -$93.9K -1,100 -6%
IAS
986
Insigneo Advisory Services
Florida
$1.49M +$1.45M +16,972 New
BIA
987
Bigelow Investment Advisors
Maine
$1.49M +$540K +6,327 +59%
UOTTAIMCU
988
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.49M +$449K +5,263 +45%
OM
989
OV Management
Minnesota
$1.48M
WWM
990
Wolff Wiese Magana
California
$1.47M +$33.2K +389 +2%
WIM
991
Westside Investment Management
California
$1.47M -$116K -1,360 -7%
UOC
992
UBS O'Connor
Illinois
$1.46M -$480K -5,626 -25%
DCM
993
Dudley Capital Management
Virginia
$1.45M
OA
994
Oak Associates
Ohio
$1.45M -$855K -10,014 -38%
BCMO
995
Buckingham Capital Management (Ohio)
Ohio
$1.44M +$50.4K +591 +4%
OC
996
Oarsman Capital
Wisconsin
$1.43M -$20.1K -235 -1%
PPWP
997
Premier Path Wealth Partners
New Jersey
$1.43M +$240K +2,817 +21%
SAM
998
Silvercrest Asset Management
New York
$1.43M -$2.73K -32 -0.2%
KFP
999
KMG Fiduciary Partners
Ohio
$1.43M +$53.5K +627 +4%
AAS
1000
Ameritas Advisory Services
Nebraska
$1.43M +$11.9K +140 +0.8%

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.