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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
FFM
1776
Fullerton Fund Management
Singapore
$230K +$225K +2,641 New
WWM
1777
Waterway Wealth Management
Texas
$229K +$225K +2,633 New
SRA
1778
Secured Retirement Advisors
Minnesota
$229K
CIA
1779
Choate Investment Advisors
Massachusetts
$229K -$8.19K -96 -4%
PTC
1780
Petrus Trust Company
Texas
$228K -$207K -2,426 -48%
RWM
1781
Rockline Wealth Management
New York
$227K -$3.24K -38 -1%
BWP
1782
Barlow Wealth Partners
Kentucky
$227K
SLG
1783
Stanley-Laman Group
Pennsylvania
$226K
AL
1784
Aspiriant LLC
California
$226K -$32.4K -380 -13%
SCM
1785
Saxony Capital Management
Missouri
$226K +$5.8K +68 +3%
PJWM
1786
Philip James Wealth Mangement
Georgia
$225K -$127K -1,489 -37%
NG
1787
Northstar Group
New York
$225K
LAI
1788
Legal Advantage Investments
California
$222K
JWCA
1789
J.W. Coons Advisors
Ohio
$222K
OKSA
1790
O'Keefe Stevens Advisory
New York
$221K +$217K +2,537 New
FIB
1791
First Interstate Bank
Montana
$220K -$23.3K -273 -10%
AGWCA
1792
Annis Gardner Whiting Capital Advisors
Florida
$219K +$2.3K +27 +1%
BP
1793
BBR Partners
New York
$219K +$215K +2,514 New
SQA
1794
Simon Quick Advisors
New Jersey
$219K +$214K +2,511 New
CCP
1795
Carmel Capital Partners
California
$219K +$214K +2,510 New
KWM
1796
Kolinsky Wealth Management
New Jersey
$218K +$213K +2,497 New
MWA
1797
Mills Wealth Advisors
Texas
$218K -$512 -6 -0.2%
TC
1798
Trilogy Capital
California
$217K -$19.2K -225 -8%
SMA
1799
Seven Mile Advisory
New Jersey
$217K +$213K +2,493 New
SOS
1800
Silver Oak Securities
Tennessee
$217K +$213K +2,493 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.