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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
SCM
1851
Silvant Capital Management
Georgia
$170K
OC
1852
Oakworth Capital
Alabama
$168K +$39.9K +468 +32%
CA
1853
Centerpoint Advisors
Massachusetts
$163K
BAM
1854
Byrne Asset Management
New Jersey
$162K +$2.56K +30 +2%
BGAI
1855
Bruce G. Allen Investments
Colorado
$161K +$683 +8 +0.4%
APC
1856
Aspire Private Capital
North Carolina
$154K +$13.4K +157 +10%
CT
1857
Clearstead Trust
Maine
$153K +$46K +539 +44%
JGIA
1858
Jackson Grant Investment Advisers
Connecticut
$152K +$427 +5 +0.3%
FFWM
1859
Future Financial Wealth Management
Ohio
$152K +$149K +1,745 New
TFM
1860
TFC Financial Management
Massachusetts
$152K +$597 +7 +0.4%
CWP
1861
Concord Wealth Partners
Virginia
$152K -$167K -1,956 -53%
NIMI
1862
Natixis Investment Managers International
France
$146K
QC
1863
Quent Capital
New York
$146K +$10.7K +125 +8%
IBOK
1864
Independence Bank of Kentucky
Kentucky
$145K +$12.8K +150 +10%
ADL
1865
Asset Dedication LLC
California
$140K -$5.55K -65 -4%
CBT
1866
Central Bank & Trust
Kentucky
$137K -$487K -5,706 -78%
HWM
1867
HighMark Wealth Management
Minnesota
$135K +$1.02K +12 +0.8%
ST
1868
Smithfield Trust
Pennsylvania
$129K +$853 +10 +0.7%
CA
1869
Crewe Advisors
Utah
$129K +$126K +1,479 New
IFAM
1870
Institutional & Family Asset Management
Colorado
$123K -$7K -82 -6%
AAG
1871
Armstrong Advisory Group
Massachusetts
$123K
HBT
1872
Hills Bank & Trust
Iowa
$121K +$118K +1,386 New
BLC
1873
Brown, Lisle/Cummings
Rhode Island
$121K
NCTC
1874
New Covenant Trust Company
Indiana
$117K +$115K +1,348 New
NECFA
1875
New England Capital Financial Advisors
Connecticut
$113K +$171 +2 +0.2%

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.