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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
TPWA
1601
TRUE Private Wealth Advisors
Oregon
$342K -$32.9K -386 -9%
JA
1602
JVL Associates
Michigan
$341K +$5.97K +70 +2%
FCA
1603
FLC Capital Advisors
California
$337K
TNB
1604
Thomasville National Bank
Georgia
$337K -$170K -1,997 -34%
ACM
1605
Arcataur Capital Management
Wisconsin
$336K
CSC
1606
Caldwell Sutter Capital
California
$335K +$4.87K +57 +2%
RCWM
1607
Royal Capital Wealth Management
Indiana
$334K -$11.9K -140 -4%
RDWM
1608
Red Door Wealth Management
Tennessee
$333K -$6.4K -75 -2%
DFG
1609
Delta Financial Group
New Jersey
$332K +$12.8K +150 +4%
AUB
1610
Atlantic Union Bankshares
Virginia
$329K -$163K -1,912 -34%
PWS
1611
Precision Wealth Strategies
Missouri
$327K -$6.06K -71 -2%
LI
1612
LRI Investments
Florida
$327K +$320K +3,751 New
GWAM
1613
Guardian Wealth Advisors (Minnesota)
Minnesota
$322K -$7.68K -90 -2%
SIA
1614
Strategic Investment Advisors
Michigan
$322K +$34.5K +404 +12%
CFP
1615
Catalyst Financial Partners
Massachusetts
$322K +$89.9K +1,053 +35%
MAM
1616
Meeder Asset Management
Ohio
$322K +$32K +375 +11%
ASC
1617
Atalanta Sosnoff Capital
New York
$321K +$314K +3,678 New
EM
1618
Excalibur Management
Massachusetts
$320K -$768 -9 -0.2%
RAG
1619
RIA Advisory Group
Iowa
$320K +$313K +3,670 New
Cohen & Steers
1620
Cohen & Steers
New York
$319K +$47.5K +557 +18%
PB
1621
Pinnacle Bancorp
Nebraska
$319K +$21.9K +257 +8%
EB
1622
Emprise Bank
Kansas
$319K +$312K +3,655 New
WPC
1623
Wedmont Private Capital
Pennsylvania
$318K +$14.2K +166 +5%
SAW
1624
Signal Advisors Wealth
Michigan
$317K +$77.7K +911 +33%
PAG
1625
Powers Advisory Group
Illinois
$316K +$70.1K +821 +29%

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.