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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
SAM
1476
Seelaus Asset Management
New Jersey
$452K -$1.28K -15 -0.3%
SFS
1477
Stiles Financial Services
Minnesota
$451K -$42.8K -501 -9%
DA
1478
DCM Advisors
New York
$450K -$348K -4,075 -44%
First Manhattan
1479
First Manhattan
New York
$450K -$427 -5 -0.1%
EI
1480
Ellevest Inc
New York
$448K +$512 +6 +0.1%
EWA
1481
EverSource Wealth Advisors
Alabama
$448K +$32.4K +380 +7%
FFO
1482
Fiduciary Family Office
Florida
$448K +$20.4K +239 +5%
AC
1483
Abbrea Capital
California
$446K +$10.7K +125 +3%
KFSC
1484
Keystone Financial Services (Colorado)
Colorado
$446K +$436K +5,112 New
RSWM
1485
Robertson Stephens Wealth Management
California
$441K -$42.6K -499 -9%
TFA
1486
Tranquilli Financial Advisor
New Jersey
$439K +$79.5K +931 +23%
MHIC
1487
Marble Harbor Investment Counsel
Massachusetts
$439K -$17.1K -200 -4%
WA
1488
Wealth Alliance
New York
$439K -$611K -7,155 -59%
MCWA
1489
Meadow Creek Wealth Advisors
Georgia
$438K +$853 +10 +0.2%
OA
1490
Oxbow Advisors
Texas
$438K -$4.35M -50,942 -91%
RWM
1491
Revisor Wealth Management
Ohio
$437K +$214K +2,509 +95%
Q
1492
QVR
California
$437K +$428K +5,017 New
ACM
1493
Alta Capital Management
Utah
$436K
GITFIT
1494
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$436K
FCA
1495
Fortis Capital Advisors
Kansas
$434K +$61.1K +716 +17%
FCCM
1496
First City Capital Management
Georgia
$434K +$42.7K +500 +11%
GCP
1497
GSA Capital Partners
United Kingdom
$431K +$178K +2,086 +73%
AA
1498
Apriem Advisors
California
$430K -$823K -9,643 -66%
WAM
1499
Wolverine Asset Management
Illinois
$428K +$419K +4,912 New
EM
1500
ELCO Management
New York
$428K -$61.7K -723 -13%

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.