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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
PI
1526
Parkside Investments
Illinois
$409K
MIC
1527
Meridian Investment Counsel
California
$409K -$1.71K -20 -0.4%
FCP
1528
Fidelis Capital Partners
Florida
$408K +$90.5K +1,061 +29%
CA
1529
Commerzbank Aktiengesellschaft
Germany
$406K +$137K +1,600 +52%
PA
1530
Probity Advisors
Texas
$405K +$10.7K +125 +3%
AIM
1531
Aspen Investment Management
Michigan
$405K -$21.3K -250 -5%
LAM
1532
L2 Asset Management
Massachusetts
$404K +$29.6K +347 +8%
CF
1533
Centaurus Financial
California
$404K +$30K +352 +8%
TFS
1534
Thoroughbred Financial Services
Tennessee
$404K +$396K +4,643 New
HAG
1535
HF Advisory Group
Maryland
$403K +$394K +4,619 New
PEA
1536
Park Edge Advisors
Ohio
$402K -$61.6K -722 -14%
AF
1537
Alerus Financial
North Dakota
$401K
BWAM
1538
Boyd Watterson Asset Management
Ohio
$401K -$15.4K -180 -4%
RCM
1539
Raleigh Capital Management
North Carolina
$400K -$1.18M -13,864 -75%
LAS
1540
Legacy Advisory Services
Pennsylvania
$400K -$6.49K -76 -2%
BAM
1541
Boyar Asset Management
New York
$399K -$7K -82 -2%
JWM
1542
Jeppson Wealth Management
California
$395K +$12.8K +150 +3%
FTIS
1543
First Trust Investment Solutions
Florida
$394K +$60.1K +704 +18%
NJBEST
1544
New Jersey Better Educational Savings Trust
New Jersey
$393K
FHC
1545
First Heartland Consultants
Missouri
$393K -$33.4K -391 -8%
PF
1546
Phoenix Financial
Israel
$393K +$8.11K +95 +2%
HFP
1547
Holistic Financial Partners
Indiana
$392K -$2.82K -33 -0.7%
TFIPS
1548
Towarzystwo Funduszy Inwestycyjnych PZU SA
$391K +$1.2K +14 +0.3%
AC
1549
Avestar Capital
New York
$391K +$144K +1,684 +60%
FMP
1550
Financial Management Professionals
Texas
$390K +$52.6K +616 +16%

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.