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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
PJSIMP
1701
P.J. Schmidt Investment Management (PJS)
Wisconsin
$270K -$5.8K -68 -2%
ZIG
1702
Zullo Investment Group
Pennsylvania
$269K +$1.96K +23 +0.8%
EWM
1703
Evermay Wealth Management
Virginia
$269K +$7.42K +87 +3%
BBW
1704
Blue Barn Wealth
Utah
$268K -$144K -1,682 -35%
GIA
1705
Guyasuta Investment Advisors
Pennsylvania
$268K
ESB
1706
Essex Savings Bank
Connecticut
$268K
QPWM
1707
Quadrant Private Wealth Management
Pennsylvania
$268K -$7.77K -91 -3%
UB
1708
Umpqua Bank
Oregon
$267K +$261K +3,058 New
SSWM
1709
Sheets Smith Wealth Management
North Carolina
$266K +$4.95K +58 +2%
CWM
1710
Centurion Wealth Management
Virginia
$266K +$6.83K +80 +3%
MAWA
1711
Moss Adams Wealth Advisors
Washington
$266K +$258K +3,027 New
SFB
1712
STAR Financial Bank
Indiana
$265K
PCA
1713
Prosperity Capital Advisors
Ohio
$261K +$256K +2,994 New
ACGA
1714
Atlanta Consulting Group Advisors
Georgia
$260K +$255K +2,983 New
VAS
1715
Vestmark Advisory Solutions
Massachusetts
$259K +$254K +2,976 New
LAM
1716
LifePro Asset Management
California
$259K -$7.51K -88 -3%
FL
1717
Fort LP
Maryland
$258K -$23.3K -273 -8%
MSFP
1718
Mark Sheptoff Financial Planning
Connecticut
$258K +$4.27K +50 +2%
FA
1719
Forefront Analytics
Pennsylvania
$257K +$44K +516 +21%
EB
1720
Exchange Bank
California
$257K -$14.6K -171 -5%
FCFC
1721
First Citizens Financial Corp
Iowa
$257K -$101K -1,184 -29%
HC
1722
Hendley & Co
Ohio
$256K
MG
1723
Mather Group
Illinois
$256K +$1.2K +14 +0.5%
LSA
1724
Lion Street Advisors
Texas
$256K
MWM
1725
Modera Wealth Management
New Jersey
$255K -$17.6K -206 -7%

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.