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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
KOCAA
1551
Knights of Columbus Asset Advisors
Connecticut
$390K +$207K +2,428 +119%
NSIM
1552
North Star Investment Management
Illinois
$388K -$51.5K -603 -12%
MCM
1553
Maple Capital Management
Vermont
$388K -$26.3K -308 -6%
ITIM
1554
Indiana Trust & Investment Management
Indiana
$387K +$4.61K +54 +1%
MWA
1555
Meridian Wealth Advisors
Texas
$386K +$5.12K +60 +1%
MG
1556
Marex Group
$385K +$41K +480 +12%
GWAG
1557
Garrett Wealth Advisory Group
Texas
$384K +$85 +1 +0%
VCM
1558
Virtue Capital Management
Tennessee
$381K -$129K -1,508 -24%
APWA
1559
Atlas Private Wealth Advisors
New Jersey
$381K +$50.4K +591 +16%
CBFP
1560
Cedar Brook Financial Partners
Ohio
$379K -$85 -1 -0%
KIG
1561
Kennedy Investment Group
New Jersey
$379K +$371K +4,349 New
WAS
1562
Wealth Advisory Solutions
Indiana
$378K -$70.8K -830 -16%
AWM
1563
Accurate Wealth Management
Florida
$377K +$40.7K +477 +11%
Fidelity International
1564
Fidelity International
Bermuda
$376K +$77.2K +904 +27%
HCM
1565
Hall Capital Management
Rhode Island
$374K +$3.07K +36 +0.8%
GI
1566
GAMCO Investors
Connecticut
$374K -$31.2K -366 -8%
TLCM
1567
Twin Lakes Capital Management
California
$374K
AWAP
1568
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$372K +$45.7K +536 +14%
CCA
1569
Cobblestone Capital Advisors
New York
$372K +$85 +1 +0%
RFA
1570
Register Financial Advisors
Georgia
$371K +$138K +1,613 +61%
NL
1571
NWAM LLC
Washington
$371K +$12K +141 +3%
BFM
1572
Boston Financial Management
Massachusetts
$371K -$88.1K -1,032 -20%
WOC
1573
West Oak Capital
California
$370K -$97.7K -1,145 -21%
AC
1574
Allstate Corporation
Illinois
$368K -$27.6K -323 -7%
GDP
1575
Great Diamond Partners
Maine
$367K -$1.28K -15 -0.4%

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.