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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
CIA
1176
Capital Investment Advisors
Georgia
$943K -$104K -1,222 -10%
FFA
1177
First Foundation Advisors
California
$943K -$49.1K -575 -5%
CT
1178
Coastline Trust
Rhode Island
$942K -$20.5K -240 -2%
XF
1179
XML Financial
Maryland
$935K -$25.9K -303 -3%
CIC
1180
Cornercap Investment Counsel
Georgia
$924K -$72.9K -854 -7%
PAS
1181
Point72 Asia (Singapore)
Singapore
$922K +$903K +10,580 New
BJL
1182
Brighton Jones LLC
Washington
$920K -$26.9K -315 -3%
SCI
1183
Stableford Capital II
Arizona
$918K -$5.04K -59 -0.6%
FW
1184
FirstPurpose Wealth
Utah
$915K -$2.73K -32 -0.3%
LCGC
1185
Legacy Capital Group California
California
$912K +$9.98K +117 +1%
SWA
1186
Stratos Wealth Advisors
Ohio
$911K -$64.3K -753 -7%
IFG
1187
Independent Financial Group
California
$907K +$13.7K +160 +2%
WAS
1188
Winch Advisory Services
Wisconsin
$905K +$10.2K +120 +1%
LWANC
1189
Laurel Wealth Advisors (North Carolina)
North Carolina
$905K +$4.78K +56 +0.5%
QT
1190
Quantbot Technologies
New York
$904K +$885K +10,370 New
IA
1191
IFP Advisors
Florida
$900K -$109K -1,272 -11%
PI
1192
PFG Investments
New York
$900K +$202K +2,362 +30%
ABP
1193
Arthur B. Page
$890K -$54.2K -635 -6%
RWM
1194
Ritholtz Wealth Management
New York
$887K +$103K +1,206 +13%
AFG
1195
Atomi Financial Group
New York
$886K +$64.3K +753 +8%
HCM
1196
HMS Capital Management
Tennessee
$886K -$24.8K -290 -3%
CT
1197
Chicago Trust
Illinois
$879K +$96.1K +1,126 +13%
AIA
1198
Alera Investment Advisors
Illinois
$879K +$63.6K +745 +8%
NRD
1199
Nebula Research & Development
New York
$878K -$530K -6,214 -38%
AT
1200
American Trust
Kentucky
$874K -$71.3K -835 -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.