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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
NRG
1101
Nemes Rush Group
Michigan
$1.15M -$9.97M -116,862 -90%
AA
1102
Auxano Advisors
Washington
$1.14M +$120K +1,403 +12%
FDS
1103
First Dallas Securities
Texas
$1.14M +$124K +1,450 +12%
MIM
1104
Moseley Investment Management
Florida
$1.14M +$151K +1,766 +16%
LD
1105
Lipe & Dalton
New York
$1.14M +$17.1K +200 +2%
SMC
1106
Smith, Moore & Co
Missouri
$1.14M +$37K +434 +3%
NSEDCP
1107
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M
SACTSONJ
1108
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.13M
MFG
1109
Merit Financial Group
Georgia
$1.13M +$377K +4,422 +47%
GWMI
1110
Guardian Wealth Management (Illinois)
Illinois
$1.13M -$37K -433 -3%
VA
1111
Vident Advisory
Georgia
$1.11M -$1.75M -20,460 -62%
ACA
1112
Anchor Capital Advisors
Massachusetts
$1.11M
LIA
1113
LS Investment Advisors
Michigan
$1.1M +$75.5K +885 +8%
DIP
1114
DT Investment Partners
Pennsylvania
$1.1M +$62.3K +730 +6%
MMG
1115
Monetary Management Group
Missouri
$1.1M -$18.6K -218 -2%
CastleKeep Investment Advisors
1116
CastleKeep Investment Advisors
Connecticut
$1.1M -$128K -1,494 -11%
BOH
1117
Bank of Hawaii
Hawaii
$1.09M -$22.5K -264 -2%
PBK
1118
Peoples Bank (Kansas)
Kansas
$1.09M -$50.2K -588 -4%
NP
1119
NorthRock Partners
Minnesota
$1.09M -$2.3K -27 -0.2%
S
1120
SignatureFD
Georgia
$1.09M -$26.4K -309 -2%
NEI
1121
Northwest & Ethical Investments
Ontario, Canada
$1.08M +$1.06M +12,439 New
BA
1122
Bristlecone Advisors
Washington
$1.08M -$734K -8,599 -41%
SBIA
1123
Sheaff Brock Investment Advisors
Indiana
$1.08M -$110K -1,287 -9%
MSFS
1124
Main Street Financial Solutions
Pennsylvania
$1.08M -$56.8K -666 -5%
HI
1125
Harbour Investments
Wisconsin
$1.08M +$52.3K +613 +5%

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.