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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
FCFC
1276
First Commonwealth Financial Corp
Pennsylvania
$743K -$132K -1,552 -15%
CT
1277
ClearAlpha Technologies
Connecticut
$738K +$723K +8,472 New
BI
1278
Ballast Inc
Kentucky
$737K +$117K +1,375 +19%
CFG
1279
Cooper Financial Group
California
$736K +$52.5K +615 +8%
SWM
1280
Sculati Wealth Management
Michigan
$734K +$719K +8,427 New
LC
1281
Lindbrook Capital
California
$733K +$12.8K +150 +2%
BCA
1282
Bray Capital Advisors
Florida
$732K -$33.7K -395 -4%
WAP
1283
Wealthcare Advisory Partners
Pennsylvania
$730K +$126K +1,476 +21%
FHA
1284
Flagship Harbor Advisors
Massachusetts
$728K -$13.6K -159 -2%
MWM
1285
Modern Wealth Management
Kansas
$727K +$712K +8,342 New
MFA
1286
Mayflower Financial Advisors
Massachusetts
$727K +$40.7K +477 +6%
EWA
1287
EP Wealth Advisors
California
$725K -$27.5K -322 -4%
BIA
1288
Barry Investment Advisors
Massachusetts
$724K -$38.4K -450 -5%
ACA
1289
Aptus Capital Advisors
Alabama
$718K +$148K +1,729 +27%
RC
1290
Rovin Capital
Arizona
$717K +$28.9K +339 +4%
PGWM
1291
Pitti Group Wealth Management
New York
$716K +$11.9K +140 +2%
BWP
1292
BSW Wealth Partners
Colorado
$716K -$107K -1,253 -13%
LC
1293
LCNB Corp
Ohio
$713K -$10.2K -120 -1%
CSB
1294
City State Bank
Iowa
$708K +$1.79K +21 +0.3%
TIAA Trust, National Association
1295
TIAA Trust, National Association
North Carolina
$704K +$95.5K +1,119 +16%
SCM
1296
Shelton Capital Management
Colorado
$704K -$17.1K -200 -2%
WLG
1297
Williamson Legacy Group
Indiana
$703K +$689K +8,072 New
CIM
1298
CIM Investment Management
Pennsylvania
$698K
HA
1299
Harfst & Associates
Wyoming
$698K -$1.26M -14,757 -65%
FPWM
1300
FSB Premier Wealth Management
Iowa
$697K +$197K +2,314 +41%

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.