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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
WWM
1126
Western Wealth Management
Colorado
$1.08M -$599K -7,024 -36%
SCA
1127
St. Clair Advisors
Ohio
$1.07M
SWM
1128
SeaCrest Wealth Management
New York
$1.07M +$337K +3,949 +47%
IFU
1129
iSAM Funds (UK)
United Kingdom
$1.07M +$556K +6,518 +113%
TCOO
1130
Trust Company of Oklahoma
Oklahoma
$1.07M -$427 -5 -0%
IGAM
1131
iA Global Asset Management
Quebec, Canada
$1.06M +$525K +6,156 +102%
BWM
1132
BKM Wealth Management
Wisconsin
$1.06M +$60.9K +714 +6%
TW
1133
TritonPoint Wealth
Maryland
$1.05M +$119K +1,398 +11%
PGFC
1134
Peapack-Gladstone Financial Corp
New Jersey
$1.05M -$14.4K -169 -1%
CHC
1135
City Holding Co
West Virginia
$1.05M -$107K -1,254 -9%
CCM
1136
Coldstream Capital Management
Washington
$1.05M +$251K +2,945 +32%
MNBTD
1137
Moody National Bank Trust Division
Texas
$1.05M +$61K +715 +6%
BSB
1138
Bangor Savings Bank
Maine
$1.05M +$120K +1,407 +13%
UCB
1139
United Community Bank
South Carolina
$1.04M +$367K +4,301 +54%
WJWM
1140
Williams Jones Wealth Management
New York
$1.04M -$73.4K -860 -7%
KWA
1141
Kingswood Wealth Advisors
California
$1.04M -$95.6K -1,120 -9%
SAM
1142
Sawgrass Asset Management
Florida
$1.03M
TPI
1143
Trust Point Inc
Wisconsin
$1.03M +$112K +1,313 +12%
PWS
1144
Peloton Wealth Strategists
Indiana
$1.03M -$461K -5,400 -31%
XWM
1145
Xcel Wealth Management
Florida
$1.03M +$11.9K +140 +1%
CCM
1146
Chilton Capital Management
Texas
$1.03M +$6.23K +73 +0.6%
EFS
1147
Essex Financial Services
Connecticut
$1.03M -$39.5K -463 -4%
LAM
1148
LECAP Asset Management
United Kingdom
$1.03M +$1.01M +11,806 New
HAG
1149
HighPoint Advisor Group
Illinois
$1.02M -$20.1K -235 -2%
HH
1150
Hilltop Holdings
Texas
$1.02M -$32.6K -382 -3%

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.