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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
PWMG
1351
Prestige Wealth Management Group
New Jersey
$620K +$4.87K +57 +0.8%
CW
1352
Connectus Wealth
Ohio
$620K -$315K -3,693 -34%
BBI
1353
Baxter Bros Inc
Connecticut
$620K -$36.3K -425 -6%
SOAMC
1354
Spirit of America Management Corp
New York
$616K
JAG
1355
Journey Advisory Group
Kentucky
$615K +$292K +3,422 +94%
GWM
1356
GSB Wealth Management
Connecticut
$613K -$41K -480 -6%
FAM
1357
Formidable Asset Management
Ohio
$613K +$600K +7,029 New
MMPW
1358
Mitchell McLeod Pugh & Williams
Alabama
$612K -$5.12K -60 -0.8%
FFA
1359
Fi3 Financial Advisors
Indiana
$610K +$47K +551 +8%
PFBT
1360
Parkside Financial Bank & Trust
Missouri
$610K +$61.6K +722 +12%
SIM
1361
Sentry Investment Management
Wisconsin
$609K
GI
1362
GAMMA Investing
California
$608K +$155K +1,819 +35%
BG
1363
Bollard Group
Massachusetts
$607K +$2.56K +30 +0.4%
CWS
1364
Confluence Wealth Services
Pennsylvania
$605K -$88.2K -1,033 -13%
AF
1365
Advisornet Financial
Minnesota
$601K -$85.7K -1,004 -13%
WSTAM
1366
Wilbanks Smith & Thomas Asset Management
Virginia
$601K -$109K -1,273 -16%
CCA
1367
Checchi Capital Advisers
California
$596K +$53.9K +631 +10%
TFA
1368
Transamerica Financial Advisors
Florida
$591K +$13K +152 +2%
PWP
1369
Principle Wealth Partners
Connecticut
$590K -$55K -645 -9%
JWM
1370
Janiczek Wealth Management
Colorado
$590K +$328K +3,845 +132%
PCA
1371
Pallas Capital Advisors
Massachusetts
$589K +$59.4K +696 +11%
RL
1372
Rogco LP
Oklahoma
$589K -$4.44K -52 -0.8%
CAMG
1373
CWA Asset Management Group
Florida
$589K +$187K +2,195 +48%
SPI
1374
Sutton Place Investors
New York
$585K +$23.3K +273 +4%
ZIC
1375
ZWJ Investment Counsel
Georgia
$584K +$572K +6,700 New

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.