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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
CC
1826
Callan Capital
California
$205K +$200K +2,349 New
SEEDPG
1827
S.E.E.D. Planning Group
New York
$204K -$17K -199 -8%
SM
1828
Sensible Money
Arizona
$203K +$199K +2,330 New
WW
1829
Westshore Wealth
California
$203K +$199K +2,330 New
DWS
1830
Dynamic Wealth Strategies
California
$203K +$5.38K +63 +3%
PWMAG
1831
Pinnacle Wealth Management Advisory Group
New Jersey
$203K -$48.6K -569 -20%
HT
1832
Heritage Trust
Oklahoma
$203K +$199K +2,326 New
KIC
1833
Keating Investment Counselors
Florida
$203K -$17.1K -200 -8%
IA
1834
IAM Advisory
Pennsylvania
$202K +$198K +2,322 New
WAM
1835
Weatherly Asset Management
California
$202K -$43.5K -510 -18%
CWM
1836
CarsonAllaria Wealth Management
Illinois
$201K -$17.8K -208 -8%
MFGP
1837
Marshall Financial Group (Pennsylvania)
Pennsylvania
$201K +$197K +2,310 New
LRIA
1838
Leonard Rickey Investment Advisors
Washington
$201K +$197K +2,309 New
BTWM
1839
Brass Tax Wealth Management
Ohio
$200K +$196K +2,300 New
CBT
1840
CoreFirst Bank & Trust
Kansas
$199K -$14.8K -173 -7%
OCM
1841
Orion Capital Management
California
$190K -$64.9K -760 -26%
Loomis, Sayles & Company
1842
Loomis, Sayles & Company
Massachusetts
$188K +$10.9K +128 +6%
KLWA
1843
Kelly Lawrence W & Associates
California
$187K
PP
1844
Pacifica Partners
Canada
$187K
CPBTD
1845
Central Pacific Bank - Trust Division
Hawaii
$183K +$179K +2,100 New
TF
1846
Tompkins Financial
New York
$180K +$6.66K +78 +4%
FPFS
1847
First Personal Financial Services
North Carolina
$178K -$14.9K -175 -8%
BC
1848
Belmont Capital
California
$174K
BONH
1849
Bank of New Hampshire
New Hampshire
$173K
SIC
1850
Salem Investment Counselors
North Carolina
$173K -$3.67K -43 -2%

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.