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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
EWA
1201
Etesian Wealth Advisors
Oregon
$873K -$87.4K -1,024 -9%
CT
1202
Colonial Trust
South Carolina
$871K -$67.3K -788 -7%
NAMP
1203
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$870K +$13.7K +160 +2%
FLPIM
1204
F.L. Putnam Investment Management
Massachusetts
$869K -$980K -11,485 -54%
RG
1205
Richelieu Gestion
France
$869K -$1.07M -12,517 -56%
VCA
1206
Verdence Capital Advisors
Maryland
$867K -$635K -7,438 -43%
WANY
1207
Wealthspire Advisors (New York)
New York
$865K -$95.8K -1,123 -10%
SI
1208
Saxon Interests
Texas
$864K +$78.3K +918 +10%
RIL
1209
Rothschild Investment LLC
Illinois
$864K +$10.1K +118 +1%
SDWIA
1210
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$862K +$22.1K +259 +3%
FPF
1211
First Pacific Financial
Washington
$860K +$36.5K +428 +5%
ONB
1212
Old National Bancorp
Indiana
$857K +$4.01K +47 +0.5%
AIC
1213
Archer Investment Corporation
Indiana
$856K -$8.53K -100 -1%
LOAMS
1214
Lombard Odier Asset Management (Switzerland)
Switzerland
$855K -$176K -2,064 -17%
FBT
1215
First Bank & Trust
South Dakota
$854K -$794K -9,299 -49%
JE
1216
JMAC Enterprises
Pennsylvania
$853K +$76.8K +900 +10%
ECM
1217
Evergreen Capital Management
Washington
$850K +$70.7K +828 +9%
HIP
1218
HUB Investment Partners
Texas
$850K +$606K +7,097 +267%
CCG
1219
Cypress Capital Group
Florida
$846K -$1.2K -14 -0.1%
MCC
1220
Malaga Cove Capital
California
$841K -$3.93K -46 -0.5%
MA
1221
Montag & Associates
Georgia
$838K +$35.6K +417 +5%
MW
1222
Marcum Wealth
Ohio
$836K -$139K -1,628 -15%
CWP
1223
Cyndeo Wealth Partners
Florida
$835K -$17.4K -204 -2%
SSA
1224
Schonfeld Strategic Advisors
New York
$835K +$817K +9,578 New
BWM
1225
Buckley Wealth Management
Nevada
$835K -$20.1K -236 -2%

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.