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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
UAML
1501
US Asset Management LLC
Pennsylvania
$426K -$5.29K -62 -1%
ICG
1502
InterOcean Capital Group
Tennessee
$426K +$17.7K +207 +4%
MAM
1503
Martingale Asset Management
Massachusetts
$425K
GXJ
1504
Global X Japan
Japan
$425K +$18.8K +220 +5%
BCM
1505
BluePath Capital Management
Georgia
$425K +$75.4K +884 +22%
WDC
1506
Woodward Diversified Capital
California
$424K +$27.1K +318 +7%
LIM
1507
Leavell Investment Management
Alabama
$424K -$59.1K -692 -13%
MPM
1508
MBB Public Markets
Illinois
$424K +$415K +4,862 New
PFSC
1509
Peoples Financial Services Corp
Pennsylvania
$423K -$7.51K -88 -2%
WKSWA
1510
White Knight Strategic Wealth Advisors
New Jersey
$419K
Tudor Investment Corp
1511
Tudor Investment Corp
Connecticut
$417K -$2.56M -30,045 -86%
AWM
1512
AllSquare Wealth Management
New York
$417K
CWM
1513
Connecticut Wealth Management
Connecticut
$417K +$2.73K +32 +0.7%
DCM
1514
Davis Capital Management
Florida
$417K -$52.2K -612 -11%
GP
1515
Girard Partners
Pennsylvania
$416K -$29.6K -347 -7%
WAM
1516
Wakefield Asset Management
Colorado
$416K +$407K +4,768 New
RIA
1517
Realta Investment Advisors
Delaware
$414K -$51.8K -607 -11%
SHFA
1518
SS&H Financial Advisors
Michigan
$414K
SMH
1519
Sanders Morris Harris
Texas
$413K
LA
1520
Lynch & Associates
Indiana
$413K +$404K +4,739 New
FNFDCM
1521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$413K -$27.7K -325 -6%
MIM
1522
Martin Investment Management
Florida
$411K -$779K -9,125 -66%
IW
1523
Imprint Wealth
South Carolina
$410K +$104K +1,216 +35%
AOWM
1524
Alpha Omega Wealth Management
Virginia
$410K
ZIMP
1525
Zimmermann Investment Management & Planning
Pennsylvania
$410K +$134K +1,570 +50%

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.