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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
FMTCOCP
1226
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$831K -$64.1K -751 -7%
WT
1227
Whittier Trust
California
$828K +$27.2K +319 +3%
CHAM
1228
Clear Harbor Asset Management
Connecticut
$823K -$6.14K -72 -0.8%
RCA
1229
Ranch Capital Advisors
Florida
$822K +$16K +188 +2%
LJAC
1230
L.J. Altfest & Co
New York
$822K +$11.4K +133 +1%
CTFG
1231
Capstone Triton Financial Group
Oklahoma
$819K +$98.5K +1,154 +14%
SAM
1232
Smartleaf Asset Management
Massachusetts
$815K +$436K +5,112 +120%
VIP
1233
Vista Investment Partners
Oklahoma
$815K -$7.77K -91 -1%
KC
1234
Kades & Cheifetz
Pennsylvania
$814K +$83.6K +980 +12%
KA
1235
Kure Advisory
Minnesota
$813K -$77.5K -908 -9%
DI
1236
Diligent Investors
California
$812K +$9.05K +106 +1%
PTC
1237
Private Trust Company
Ohio
$812K -$42.7K -500 -5%
WP
1238
WealthPLAN Partners
Nebraska
$811K +$794K +9,303 New
WCM
1239
Washington Capital Management
Washington
$808K -$23.5K -275 -3%
BWM
1240
BigSur Wealth Management
Florida
$808K
BCWM
1241
Bartlett & Co Wealth Management
Ohio
$808K -$222K -2,601 -22%
DG
1242
DMC Group
Alabama
$807K -$62.9K -737 -7%
SFI
1243
SPC Financial Inc
Maryland
$803K +$73.4K +860 +10%
GC
1244
Guidance Capital
Kentucky
$796K +$133K +1,554 +19%
SB
1245
Simmons Bank
Arkansas
$795K +$51K +598 +7%
SB
1246
Strategic Blueprint
Georgia
$792K +$62.6K +734 +9%
JFGIW
1247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$789K +$175K +2,049 +30%
EF
1248
Exeter Financial
Arizona
$788K +$190K +2,222 +31%
BIA
1249
Beacon Investment Advisors
Maryland
$787K +$6.83K +80 +0.9%
CFO
1250
CVA Family Office
Colorado
$786K +$512 +6 +0.1%

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.