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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
NSAM
1576
North Star Asset Management
Wisconsin
$365K +$15.1K +177 +4%
CSIC
1577
Clifford Swan Investment Counsel
California
$365K
AO
1578
Advisor OS
Illinois
$364K +$96.4K +1,129 +37%
CG
1579
CFO4Life Group
Texas
$360K +$103K +1,203 +41%
MFG
1580
Mosaic Financial Group
Illinois
$360K +$353K +4,136 New
EFM
1581
E Fund Management
China
$359K +$43.3K +507 +14%
PWPS
1582
Pinnacle Wealth Planning Services
Ohio
$359K +$11.7K +137 +3%
CGL
1583
Clarius Group LLC
Washington
$358K -$99.3K -1,164 -22%
HAM
1584
Hedges Asset Management
Nevada
$357K -$17.1K -200 -5%
CFM
1585
Catalyst Funds Management
Australia
$357K +$350K +4,100 New
EWM
1586
Executive Wealth Management
Michigan
$357K +$350K +4,105 New
WP
1587
WMS Partners
Maryland
$357K +$13.1K +154 +4%
CHA
1588
Carmichael Hill & Associates
Maryland
$354K
BAWM
1589
Bennett Associates Wealth Management
Pennsylvania
$353K -$45.8K -537 -12%
V
1590
VeraBank
Texas
$351K
ICP
1591
Interchange Capital Partners
Pennsylvania
$350K +$15.1K +177 +5%
LFG
1592
Leverty Financial Group
Wisconsin
$350K
9WM
1593
9258 Wealth Management
Ohio
$350K
NFA
1594
Northwest Financial Advisors
Virginia
$349K +$171 +2 +0.1%
WPI
1595
Walter Public Investments
Canada
$349K
MA
1596
MBA Advisors
Pennsylvania
$348K +$50K +586 +17%
PP
1597
PrairieView Partners
Minnesota
$346K -$260K -3,052 -44%
HTIM
1598
Harbour Trust & Investment Management
Indiana
$345K +$16.7K +196 +5%
LGA
1599
Lebenthal Global Advisors
New York
$344K +$8.53K +100 +3%
PBO
1600
Peoples Bank (Ohio)
Ohio
$343K +$8.53K +100 +3%

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.