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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
BWM
1376
Biltmore Wealth Management
Arizona
$584K
CI
1377
CX Institutional
Indiana
$583K +$17.8K +208 +3%
AAG
1378
Accordant Advisory Group
Maryland
$580K +$568K +6,659 New
MWPCG
1379
Measured Wealth Private Client Group
New Hampshire
$575K -$597 -7 -0.1%
RP
1380
Rowlandmiller & Partners
Georgia
$571K
AP
1381
Americana Partners
Texas
$570K -$66.3K -777 -11%
SP
1382
Symmetry Partners
Connecticut
$569K +$557K +6,532 New
BWG
1383
Beta Wealth Group
California
$567K +$94K +1,102 +20%
FCB
1384
First County Bank
Connecticut
$567K -$343K -4,022 -38%
SWM
1385
Silverlake Wealth Management
Vermont
$565K -$5.63K -66 -1%
PWP
1386
Phillips Wealth Planners
Mississippi
$565K +$5.8K +68 +1%
PC
1387
Prairiewood Capital
North Dakota
$564K
SFP
1388
Shepherd Financial Partners
Massachusetts
$561K -$16.6K -194 -3%
RAM
1389
Redmond Asset Management
Virginia
$561K -$8.53K -100 -2%
ACL
1390
Applied Capital LLC
Florida
$560K
LRIC
1391
Long Road Investment Counsel
Michigan
$558K
CA
1392
Cornerstone Advisory
Maryland
$558K +$53.3K +625 +11%
GC
1393
Gilbert & Cook
Iowa
$557K +$4.27K +50 +0.8%
HNW
1394
High Note Wealth
Minnesota
$554K -$44.5K -521 -8%
FPB
1395
First PREMIER Bank
South Dakota
$551K +$128K +1,499 +31%
CT
1396
Caldwell Trust
Florida
$551K -$26.9K -315 -5%
ALAM
1397
Asahi Life Asset Management
Japan
$550K +$539K +6,310 New
CWS
1398
Cypress Wealth Services
California
$548K +$8.62K +101 +2%
LP
1399
LGL Partners
Pennsylvania
$548K +$70.2K +823 +15%
GL
1400
Graypoint LLC
New York
$547K +$31.8K +373 +6%

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.