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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
SAM
1901
S.A. Mason
Michigan
$69.1K +$5.97K +70 +10%
AP
1902
Atwood & Palmer
Missouri
$67.5K
WWP
1903
WR Wealth Planners
Missouri
$67.5K +$66.1K +774 New
PSB
1904
Piscataqua Savings Bank
New Hampshire
$66.8K -$768 -9 -1%
FRA
1905
Front Row Advisors
California
$66.5K +$47.5K +557 +279%
PA
1906
PSI Advisors
Florida
$65.8K -$21.3K -250 -25%
RA
1907
Rational Advisors
New York
$65K -$26.5K -311 -29%
USB
1908
Union Savings Bank
Connecticut
$64.6K +$12.8K +150 +25%
AAP
1909
Arax Advisory Partners
Colorado
$64.2K -$683 -8 -1%
SC
1910
SouthState Corp
Florida
$64.1K -$12.6K -148 -17%
HBW
1911
Hazlett, Burt & Watson
West Virginia
$61K -$2.65K -31 -4%
BIA
1912
Bell Investment Advisors
California
$61K -$19.3K -226 -24%
EL
1913
EMFO LLC
Florida
$60.7K -$192K -2,250 -76%
AFIA
1914
America First Investment Advisors
Nebraska
$60.6K
M
1915
MOTCO
Texas
$59.6K
RA
1916
Rise Advisors
New York
$59.5K +$57.9K +679 +16,975%
GKIM
1917
GW&K Investment Management
Massachusetts
$59K +$14.3K +168 +33%
EBA
1918
Eagle Bay Advisors
New York
$57.6K +$8.62K +101 +18%
HFM
1919
Hartford Financial Management
Connecticut
$57.6K +$15.5K +182 +38%
CTA
1920
Colonial Trust Advisors
South Carolina
$57.3K -$10.3K -121 -16%
KFS
1921
Kelly Financial Services
Massachusetts
$57.2K +$171 +2 +0.3%
RA
1922
Ransom Advisory
Rhode Island
$55.8K +$54.6K +640 New
TFGT
1923
TS Financial Group (TSFG)
Illinois
$55K -$1.2K -14 -2%
CP
1924
Castleview Partners
Texas
$54.8K -$9.56K -112 -15%
AEPWM
1925
Atlantic Edge Private Wealth Management
Florida
$54.7K

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.