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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
GWMR
1076
GC Wealth Management RIA
Massachusetts
$1.19M +$426K +4,993 +57%
JF
1077
Jump Financial
Illinois
$1.19M +$635K +7,436 +119%
CJL
1078
Cyrus J. Lawrence
New York
$1.19M +$1.17M +13,677 New
RPC
1079
Rossmore Private Capital
Connecticut
$1.19M +$24.2K +283 +2%
CA
1080
Claro Advisors
Massachusetts
$1.19M +$300K +3,520 +35%
SL
1081
Sentry LLC
Tennessee
$1.19M -$341 -4 -0%
WSC
1082
Wellington Shields & Co
New York
$1.19M +$68.3K +800 +6%
MAS
1083
Meeder Advisory Services
Ohio
$1.18M +$67.7K +793 +6%
CWM
1084
Calamos Wealth Management
Illinois
$1.18M -$25.6K -300 -2%
AWM
1085
Aberdeen Wealth Management
Illinois
$1.18M
OIA
1086
OneDigital Investment Advisors
Kansas
$1.18M +$206K +2,416 +22%
PK
1087
Pflug Koory
Nebraska
$1.18M +$7.51K +88 +0.7%
GWM
1088
Gibbs Wealth Management
Georgia
$1.18M +$1.16M +13,542 New
ARA
1089
Alexander Randolph Advisory
Virginia
$1.18M -$2.13K -25 -0.2%
AIA
1090
Angeles Investment Advisors
California
$1.18M +$69K +809 +6%
PVI
1091
Pine Valley Investments
New Jersey
$1.17M +$106K +1,237 +10%
EP
1092
EPIQ Partners
Minnesota
$1.17M
MCA
1093
MSH Capital Advisors
Arizona
$1.17M +$36.3K +425 +3%
LFA
1094
Legacy Financial Advisors
Kentucky
$1.16M +$2.48K +29 +0.2%
AWE
1095
Avidian Wealth Enterprises
Texas
$1.16M +$72.3K +847 +7%
SFS
1096
Sowell Financial Services
Arkansas
$1.16M +$175K +2,051 +18%
MGIA
1097
Moneta Group Investment Advisors
Missouri
$1.15M -$15K -176 -1%
SSB
1098
Sandy Spring Bank
Maryland
$1.15M -$72.2K -846 -6%
UWS
1099
Unique Wealth Strategies
Illinois
$1.15M +$125K +1,459 +12%
PWA
1100
Provenance Wealth Advisors
Florida
$1.15M +$44K +515 +4%

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.