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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
CA
1451
Continuum Advisory
Idaho
$482K -$547K -6,407 -52%
CWM
1452
Cordatus Wealth Management
Pennsylvania
$481K -$1.46M -17,160 -76%
PG
1453
Patten Group
Tennessee
$480K +$1.71K +20 +0.4%
AIM
1454
Athena Investment Management
California
$478K
BA
1455
Ballast Advisors
Minnesota
$476K -$1.62K -19 -0.3%
WFAG
1456
Worth Financial Advisory Group
North Carolina
$475K +$2.48K +29 +0.5%
CW
1457
CreativeOne Wealth
Kansas
$475K +$111K +1,300 +31%
AFM
1458
Abbot Financial Management
Massachusetts
$473K +$463K +5,427 New
MMHP
1459
Murphy Middleton Hinkle & Parker
Georgia
$471K -$35.2K -412 -7%
TT
1460
TI-Trust
Illinois
$471K
SG
1461
StoneX Group
New York
$471K -$5.21K -61 -1%
CCG
1462
Coastwise Capital Group
California
$471K +$853 +10 +0.2%
NB
1463
Northwest Bancshares
Pennsylvania
$470K
OL
1464
Optas LLC
Texas
$469K -$74.1K -868 -14%
BRIA
1465
Balanced Rock Investment Advisors
Massachusetts
$468K -$56.8K -665 -11%
CFFP
1466
Center for Financial Planning
Michigan
$468K +$7.08K +83 +2%
MCM
1467
Manchester Capital Management
Vermont
$467K +$768 +9 +0.2%
Empower Advisory Group
1468
Empower Advisory Group
Colorado
$467K +$86.5K +1,013 +23%
SIAS
1469
Summit Investment Advisory Services
Minnesota
$466K +$66.2K +776 +17%
AFG
1470
ABLE Financial Group
Arizona
$466K -$117K -1,366 -20%
EHWM
1471
Eads & Heald Wealth Management
Georgia
$462K -$101K -1,188 -18%
LSV Asset Management
1472
LSV Asset Management
Illinois
$462K
4WM
1473
49 Wealth Management
Texas
$462K +$13.7K +160 +3%
IWA
1474
Invera Wealth Advisors
Oregon
$458K +$220K +2,576 +80%
IIA
1475
Integral Investment Advisors
California
$453K +$445K +5,216 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.