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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
AC
1651
ASB Consultores
Florida
$297K +$291K +3,410 New
EWA
1652
ERTS Wealth Advisors
Michigan
$296K -$9.98K -117 -3%
GF
1653
Gries Financial
Ohio
$296K +$290K +3,401 New
HWMG
1654
Hurlow Wealth Management Group
Indiana
$296K +$1.11K +13 +0.4%
SSWM
1655
Strait & Sound Wealth Management
California
$295K
CFA
1656
Cahill Financial Advisors
Minnesota
$295K -$231K -2,709 -44%
AWM
1657
Aries Wealth Management
Maine
$294K -$40.8K -478 -12%
PCM
1658
Perkins Capital Management
Minnesota
$294K
AB
1659
Atlas Brown
Kentucky
$294K +$288K +3,372 New
BFWM
1660
Bright Futures Wealth Management
New York
$293K +$315K +3,690 New
AG
1661
Ascent Group
Virginia
$292K +$42.4K +497 +17%
CPIG
1662
Chicago Partners Investment Group
Illinois
$292K +$7.25K +85 +2%
DCBT
1663
Dakota Community Bank & Trust
North Dakota
$288K +$44.8K +525 +19%
HAM
1664
Harmony Asset Management
Arizona
$288K +$6.4K +75 +2%
WFI
1665
West Family Investments
California
$288K +$282K +3,300 New
MSWM
1666
McGlone Suttner Wealth Management
Wisconsin
$287K +$12K +141 +4%
CPIA
1667
Cornell Pochily Investment Advisors
New York
$286K -$107K -1,252 -28%
SFS
1668
Summit Financial Strategies
Ohio
$286K -$31.7K -371 -10%
JWBC
1669
J.W. Burns & Co
New York
$286K +$41.5K +486 +17%
EFSCE
1670
Enterprise Financial Services Corp (EFSC)
Missouri
$285K -$134K -1,575 -33%
FNWA
1671
Financial Network Wealth Advisors
Utah
$284K -$10.2K -120 -4%
SG
1672
Sienna Gestion
France
$284K +$278K +3,258 New
OIS
1673
Okabena Investment Services
Minnesota
$283K
FMB
1674
Field & Main Bank
Kentucky
$283K -$102K -1,192 -27%
KAS
1675
KPP Advisory Services
Kentucky
$283K -$44.1K -517 -14%

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.