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
IWA
1401
IVC Wealth Advisors
Pennsylvania
$546K +$50.5K +592 +10%
TWM
1402
Thrive Wealth Management
Pennsylvania
$545K -$28K -328 -5%
MWM
1403
Mission Wealth Management
California
$545K +$61.3K +718 +13%
LRPA
1404
L. Roy Papp & Associates
Arizona
$541K +$18.8K +220 +4%
MFC
1405
Mechanics Financial Corp
Ohio
$541K
GPI
1406
General Partner Inc
Pennsylvania
$540K
TAM
1407
Titleist Asset Management
Texas
$539K -$169K -1,985 -24%
WC
1408
Waterloo Capital
Texas
$537K -$39.5K -463 -7%
BFIM
1409
Beese Fulmer Investment Management
Ohio
$532K -$170K -1,993 -25%
VAM
1410
Vontobel Asset Management
New York
$532K +$23K +269 +5%
WA
1411
Waverly Advisors
Alabama
$531K +$66.9K +784 +15%
MA
1412
MONECO Advisors
Connecticut
$529K +$4.01K +47 +0.8%
B
1413
Bellecapital
Switzerland
$528K -$22.2K -260 -4%
WPW
1414
Waldron Private Wealth
Pennsylvania
$528K +$82.1K +962 +19%
SR
1415
Syntax Research
Florida
$526K +$18.7K +219 +4%
WTB
1416
Washington Trust Bank
Washington
$523K +$2.65K +31 +0.5%
OFS
1417
OMC Financial Services
New York
$521K +$510K +5,980 New
GFS
1418
GYL Financial Synergies
Connecticut
$521K -$173K -2,032 -25%
NW
1419
NewEdge Wealth
Pennsylvania
$521K +$549K +6,437 New
IIM
1420
InTrack Investment Management
Vermont
$521K +$53.3K +625 +12%
DSC
1421
Duncker Streett & Co
Missouri
$520K -$45.7K -536 -8%
1IA
1422
1620 Investment Advisors
Massachusetts
$520K +$509K +5,964 New
DCM
1423
DGS Capital Management
New Jersey
$519K +$262K +3,075 +107%
GWP
1424
Gen-Wealth Partners
Michigan
$519K +$508K +5,951 New
PCM
1425
Pointe Capital Management
Michigan
$518K

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.