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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
ARC
1751
Advisor Resource Council
Texas
$241K -$42K -492 -14%
SIS
1752
Sound Income Strategies
Florida
$240K +$1.36K +16 +0.6%
PA
1753
PFG Advisors
Arizona
$240K -$648K -7,592 -73%
WG
1754
Winton Group
United Kingdom
$239K +$234K +2,743 New
OAJ
1755
Ogorek Anthony Joseph
New York
$239K -$8.96K -105 -4%
BAM
1756
Blueshift Asset Management
New Jersey
$239K -$129K -1,515 -36%
DAM
1757
Delta Asset Management
Tennessee
$239K -$2.13K -25 -0.9%
IWP
1758
Insight Wealth Partners
Texas
$238K -$1.02K -12 -0.4%
AWA
1759
Aaron Wealth Advisors
Illinois
$238K +$233K +2,730 New
APW
1760
Austin Private Wealth
Texas
$237K +$18.9K +221 +9%
FWCM
1761
Ferguson Wellman Capital Management
Oregon
$237K -$34.8K -408 -13%
WLIM
1762
White Lighthouse Investment Management
Massachusetts
$237K
FCG
1763
Fielder Capital Group
Tennessee
$236K -$1.62K -19 -0.7%
FB
1764
First Bancorp
Maine
$236K -$13.5K -158 -6%
RPCONE
1765
Retirement Planning Company of New England
Rhode Island
$236K -$14.7K -172 -6%
AWAG
1766
ARS Wealth Advisors Group
Florida
$235K -$126K -1,471 -35%
PMAM
1767
Penn Mutual Asset Management
Pennsylvania
$235K
FFA
1768
Founders Financial Alliance
North Carolina
$234K -$1.71K -20 -0.7%
CRC
1769
Curi RMB Capital
Illinois
$234K -$14.8K -174 -6%
FMWA
1770
Forvis Mazars Wealth Advisors
Missouri
$232K +$14.2K +166 +7%
VFPI
1771
Vantage Financial Partners (Illinois)
Illinois
$231K -$55K -645 -20%
PCM
1772
Perritt Capital Management
Illinois
$231K
BBA
1773
BLB&B Advisors
Pennsylvania
$231K -$84.7K -992 -27%
HIC
1774
Hartline Investment Corp
Illinois
$231K -$404K -4,728 -64%
BCA
1775
Bay Colony Advisors
Massachusetts
$231K -$6.91K -81 -3%

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.