We are live on ! Find out more
MDT icon

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
SN
1326
Sittner & Nelson
Oregon
$656K -$63.9K -749 -9%
WC
1327
Westhampton Capital
North Carolina
$656K +$68.3K +800 +12%
FAFN
1328
First Affirmative Financial Network
Colorado
$650K +$21.6K +253 +4%
FCMC
1329
Founders Capital Management (Connecticut)
Connecticut
$648K -$51.2K -600 -7%
PP
1330
Patten & Patten
Tennessee
$648K +$1.02K +12 +0.2%
EWM
1331
EPG Wealth Management
Georgia
$647K +$11.7K +137 +2%
MWA
1332
Midland Wealth Advisors
Illinois
$647K -$6.57K -77 -1%
PFG
1333
PAX Financial Group
Texas
$646K -$2.13K -25 -0.3%
DS
1334
DRW Securities
Illinois
$644K +$631K +7,392 New
BFA
1335
Beacon Financial Advisory
Ohio
$643K +$165K +1,932 +36%
NVIM
1336
New Vernon Investment Management
Illinois
$637K +$259K +3,029 +71%
VT
1337
Vise Technologies
New York
$637K -$58.5K -686 -9%
DT
1338
Diversified Trust
Tennessee
$636K -$856K -10,030 -58%
IB
1339
Intrust Bank
Kansas
$632K -$125K -1,467 -17%
WCM
1340
Windsor Capital Management
Arizona
$631K +$6.74K +79 +1%
DFG
1341
Demars Financial Group
Washington
$631K +$618K +7,238 New
MYIA
1342
Mount Yale Investment Advisors
Colorado
$630K +$15.4K +180 +3%
BOS
1343
Bank of Stockton
California
$629K -$3.16K -37 -0.5%
CAG
1344
Crestwood Advisors Group
Massachusetts
$629K +$144K +1,691 +31%
HFM
1345
Hartford Funds Management
Pennsylvania
$627K +$101K +1,189 +20%
KSWWM
1346
Keyes Stange & Wooten Wealth Management
Florida
$623K +$31.9K +374 +6%
MSA
1347
Marino Stram & Associates
Massachusetts
$622K +$768 +9 +0.1%
PMA
1348
Prudent Man Advisors
Illinois
$621K
OWP
1349
Obermeyer Wealth Partners
Colorado
$621K +$17.2K +202 +3%
ASBI
1350
American State Bank (Iowa)
Iowa
$620K -$80.3K -941 -12%

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.