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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
VAMG
1876
Voisard Asset Management Group
Michigan
$106K +$98.6K +1,155 +1,958%
FCAS
1877
First Command Advisory Services
Texas
$102K +$7.25K +85 +6%
PMFA
1878
Plante Moran Financial Advisors
Michigan
$101K -$2.65K -31 -3%
NBT
1879
Northwest Bank & Trust
Iowa
$100K
APW
1880
Acima Private Wealth
Virginia
$98K
VAG
1881
VisionPoint Advisory Group
Texas
$94.6K +$341 +4 +0.4%
MA
1882
MCF Advisors
Kentucky
$94.2K +$939 +11 +1%
AF
1883
Arrow Financial
New York
$91K -$2.73K -32 -3%
CPG
1884
Custom Portfolio Group
Colorado
$90.7K
S
1885
Sachetta
Massachusetts
$90.4K
HFS
1886
Horizon Financial Services
North Carolina
$87.2K +$85.3K +1,000 New
LWCFA
1887
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.1K -$43.5K -510 -33%
CTC
1888
Cetera Trust Company
Minnesota
$85K
GJIA
1889
Glass Jacobson Investment Advisors
Maryland
$82.9K
OIA
1890
Optimum Investment Advisors
Illinois
$82.8K
HC
1891
Hoese & Co
Minnesota
$82.6K
KFI
1892
Key Financial Inc
Pennsylvania
$81.1K
TC
1893
Trust Company
Kansas
$79.1K -$22.8K -267 -23%
VWM
1894
Venturi Wealth Management
Texas
$77K -$288K -3,371 -79%
JWA
1895
JFS Wealth Advisors
Pennsylvania
$76.3K -$256 -3 -0.3%
RAM
1896
Ramirez Asset Management
New York
$74.1K
BL
1897
BFSG LLC
California
$72.2K
AT
1898
Arlington Trust
Alabama
$72.1K -$1.28K -15 -2%
FWM
1899
FSA Wealth Management
Massachusetts
$70K
W
1900
WealthCollab
Washington
$69.4K +$1.28K +15 +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.