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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
AFT
1626
Alpha Family Trust
California
$315K
PNC
1627
Park National Corp
Ohio
$315K +$18.4K +216 +6%
GLA
1628
Good Life Advisors
Pennsylvania
$315K +$79.7K +934 +35%
BIP
1629
Blueprint Investment Partners
North Carolina
$314K +$307K +3,603 New
CC
1630
Constitution Capital
Connecticut
$314K -$17.1K -200 -5%
ACP
1631
Aviance Capital Partners
Florida
$313K +$3.5K +41 +1%
FLI
1632
Family Legacy Inc
South Carolina
$311K
MRCM
1633
M&R Capital Management
New Jersey
$311K +$1.02K +12 +0.3%
QPW
1634
Quantum Private Wealth
Florida
$310K
BIG
1635
Brooklyn Investment Group
New York
$309K +$42.2K +494 +16%
HI
1636
Hoey Investments
Pennsylvania
$308K +$145K +1,700 +93%
CFG
1637
Citizens Financial Group
Rhode Island
$307K +$40.1K +470 +15%
AA
1638
Alta Advisers
United Kingdom
$305K
QCG
1639
Quadrant Capital Group
Ohio
$305K -$72.6K -851 -20%
HCM
1640
Hillman Capital Management
Maryland
$304K +$298K +3,493 New
MIA
1641
MMBG Investment Advisors
Florida
$303K
DWA
1642
Delap Wealth Advisory
Oregon
$303K +$297K +3,479 New
CWA
1643
CM Wealth Advisors
Ohio
$303K +$316K +3,699 New
DBRC
1644
D.B. Root & Company
Pennsylvania
$303K -$100K -1,173 -25%
KWM
1645
Keebeck Wealth Management
Illinois
$301K
FA
1646
FDx Advisors
Illinois
$301K -$1.98M -23,156 -87%
OL
1647
OneFund LLC
Florida
$300K -$5.97K -70 -2%
WAG
1648
Wallace Advisory Group
California
$300K -$232K -2,724 -43%
HIM
1649
Hillsdale Investment Management
Ontario, Canada
$299K
AG
1650
AlTi Global
New York
$298K +$289K +3,389 New

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.