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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
FCT
1926
First Community Trust
Iowa
$53.9K -$2.39K -28 -4%
TAM
1927
Tucker Asset Management
Colorado
$53.4K +$25.6K +300 +96%
FFA
1928
Frazier Financial Advisors
Ohio
$53.4K +$6.66K +78 +15%
MHR
1929
Matthew Hamilton Rosenberg
$52.9K -$9.98K -117 -16%
CIR
1930
Clear Investment Research
Georgia
$52.3K
OA
1931
Operose Advisors
Wisconsin
$51.4K -$29.4K -345 -37%
HWP
1932
Highline Wealth Partners
California
$50.9K -$9.73K -114 -16%
HCM
1933
Hollencrest Capital Management
California
$50.1K
CB
1934
Centennial Bank
Arkansas
$48.6K -$21.3K -249 -31%
WSCM
1935
Wellington Shields Capital Management
New York
$45.3K -$55.5K -650 -56%
RS
1936
Rakuten Securities
Japan
$45.3K -$6.83K -80 -13%
MTIC
1937
Missouri Trust & Investment Company
Missouri
$44K
DWA
1938
Dougherty Wealth Advisers
Minnesota
$43.6K
PP
1939
Pingora Partners
Wyoming
$43.6K +$34.1K +400 +400%
NFSG
1940
Newbridge Financial Services Group
Florida
$42.9K
SL
1941
Salomon & Ludwin
Virginia
$41.8K -$8.11K -95 -17%
CM
1942
Castleark Management
Illinois
$41.8K
DF
1943
Dunhill Financial
United Kingdom
$41.8K -$512 -6 -1%
PHK
1944
Point72 Hong Kong
Hong Kong
$41.5K +$40.6K +476 New
CFS
1945
CGC Financial Services
Oregon
$41.3K -$16.6K -195 -29%
IGWM
1946
ICA Group Wealth Management
Colorado
$40.8K -$16.6K -195 -29%
RMC
1947
Resources Management Corp
Connecticut
$40K
BCMLT
1948
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.1K +$2.82K +33 +8%
CWC
1949
Carolinas Wealth Consulting
North Carolina
$38.9K -$687K -8,051 -95%
RTC
1950
Riverview Trust Company
Washington
$38.5K +$37.7K +442 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.