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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
CIA
1676
Cape Investment Advisory
Georgia
$282K +$3.5K +41 +1%
WFS
1677
Widmann Financial Services
Maryland
$281K -$5.97K -70 -2%
KWM
1678
KFG Wealth Management
Indiana
$280K +$20.6K +241 +8%
AG
1679
Algert Global
California
$279K +$273K +3,204 New
SFO
1680
Stokes Family Office
Louisiana
$279K
IF
1681
Insight Folios
North Carolina
$278K +$85 +1 +0%
BSHC
1682
Breed's Hill Capital
Massachusetts
$278K
CAL
1683
Capital Advisors Ltd
Ohio
$278K +$6.06K +71 +2%
PIM
1684
Profit Investment Management
Maryland
$277K
IWP
1685
Innova Wealth Partners
Pennsylvania
$277K
AF
1686
Affiance Financial
Minnesota
$277K -$105K -1,231 -28%
SSW
1687
Smith Shellnut Wilson
Mississippi
$276K
ACM
1688
Allred Capital Management
Texas
$276K -$13K -152 -5%
PPC
1689
Park Place Capital
Alabama
$275K -$312K -3,653 -54%
SPWG
1690
Sage Private Wealth Group
Illinois
$275K +$52.7K +618 +24%
GWANC
1691
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K +$26.5K +310 +11%
WTA
1692
Washington Trust Advisors
Massachusetts
$275K +$137K +1,608 +104%
GTAM
1693
Global Trust Asset Management
Florida
$274K +$120K +1,409 +81%
WR
1694
WD Rutherford
Oregon
$273K +$267K +3,130 New
CAAS
1695
Capital Asset Advisory Services
Michigan
$273K -$92.3K -1,081 -25%
SS
1696
Sunbelt Securities
Texas
$273K +$148K +1,737 +125%
SFM
1697
Signet Financial Management
New Jersey
$272K +$13.4K +157 +5%
CPA
1698
Capital Planning Advisors
California
$271K -$1.62K -19 -0.6%
WIA
1699
Wetzel Investment Advisors
Indiana
$271K -$171 -2 -0.1%
UAG
1700
United Advisor Group
Ohio
$271K +$265K +3,104 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.