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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
TAM
1726
TCP Asset Management
Ohio
$255K
WIM
1727
WealthPlan Investment Management
Nebraska
$255K -$17.8K -209 -7%
WCM
1728
Wedge Capital Management
North Carolina
$254K +$11.9K +139 +5%
WBCM
1729
Wilson & Boucher Capital Management
California
$254K
MFG
1730
Magnus Financial Group
New York
$254K -$683 -8 -0.3%
AGA
1731
Arkos Global Advisors
Texas
$253K +$248K +2,906 New
HJIM
1732
Henry James International Management
New York
$253K +$341 +4 +0.1%
KHCM
1733
Kirtland Hills Capital Management
Ohio
$251K +$263K +3,077 New
Acadian Asset Management
1734
Acadian Asset Management
Massachusetts
$250K -$2.14M -25,029 -90%
AIS
1735
American Investment Services
Massachusetts
$250K
HCP
1736
Hexagon Capital Partners
Arkansas
$249K -$33.8K -396 -12%
WC
1737
Wynn Capital
Georgia
$248K +$34.1K +400 +16%
NAS
1738
Nicolet Advisory Services
Wisconsin
$247K +$251K +2,944 New
AR
1739
Apeiron RIA
Texas
$247K +$12.5K +147 +5%
ONST
1740
Old North State Trust
North Carolina
$245K +$240K +2,807 New
MBT
1741
Montecito Bank & Trust
California
$245K -$108K -1,266 -31%
NC
1742
NBW Capital
Massachusetts
$245K -$427 -5 -0.2%
ACI
1743
Alpha Cubed Investments
California
$244K -$318K -3,731 -57%
FM
1744
Family Management
New York
$243K -$53.3K -625 -18%
RB
1745
Renasant Bank
Mississippi
$242K -$56.1K -657 -19%
AT
1746
Arden Trust
Delaware
$242K -$16.4K -192 -6%
BMC
1747
Beaton Management Company
Massachusetts
$242K +$939 +11 +0.4%
FWM
1748
Foguth Wealth Management
Michigan
$242K +$237K +2,773 New
MFG
1749
MidWestOne Financial Group
Iowa
$241K
PWA
1750
Physician Wealth Advisors
Utah
$241K +$47.9K +561 +23%

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.