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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
FCA
1801
FinTrust Capital Advisors
South Carolina
$217K -$23K -269 -10%
SCM
1802
Steele Capital Management
Iowa
$216K -$51.2K -600 -20%
PFWA
1803
Paces Ferry Wealth Advisors
Georgia
$216K -$1.96K -23 -0.9%
KFGK
1804
Keystone Financial Group (Kentucky)
Kentucky
$216K +$211K +2,474 New
AA
1805
Addison Advisors
Vermont
$215K +$7.51K +88 +4%
CCWM
1806
Cassaday & Co Wealth Management
Virginia
$215K +$211K +2,471 New
OWA
1807
Octavia Wealth Advisors
Ohio
$214K -$45.2K -530 -18%
CWMGP
1808
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K +$209K +2,450 New
MIC
1809
Means Investment Company
Maine
$213K +$209K +2,445 New
MS
1810
Madden Securities
Texas
$212K
IIM
1811
Ipswich Investment Management
Massachusetts
$211K -$20.9K -245 -9%
CIP
1812
Convergence Investment Partners
Florida
$211K -$853 -10 -0.4%
CA
1813
Crane Advisory
California
$210K -$31.5K -369 -13%
HI
1814
Hudock Inc
Pennsylvania
$209K +$205K +2,398 New
TWP
1815
Tyche Wealth Partners
Texas
$208K -$250K -2,927 -55%
HWA
1816
HHM Wealth Advisors
Tennessee
$208K -$5.55K -65 -3%
SC
1817
Sapient Capital
Indiana
$208K -$16.1K -189 -7%
AMIM
1818
Aull & Monroe Investment Management
Alabama
$208K +$204K +2,385 New
RZH
1819
Relyea Zuckerberg Hanson
Connecticut
$208K +$203K +2,381 New
PP
1820
PDS Planning
Ohio
$207K +$203K +2,380 New
HFAS
1821
Hummer Financial Advisory Services
Illinois
$207K +$201K +2,357 New
PSFG
1822
Prairie Sky Financial Group
Illinois
$207K +$203K +2,374 New
LB
1823
Legacy Bridge
Iowa
$206K
OFS
1824
OneAscent Financial Services
Alabama
$206K -$5.72K -67 -3%
FWM
1825
FFT Wealth Management
Pennsylvania
$205K +$201K +2,351 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.