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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
ZB
1951
Zions Bancorporation
Utah
$37.4K -$4.2M -49,248 -99%
TIM
1952
Thompson Investment Management
Wisconsin
$37K
NF
1953
Norwood Financial
Pennsylvania
$37K
CFG
1954
CKW Financial Group
Hawaii
$35K
HCM
1955
Horrell Capital Management
Arkansas
$35K
POIA
1956
Pin Oak Investment Advisors
Texas
$35K
PGAM
1957
Princeton Global Asset Management
New Jersey
$34.9K -$2.73K -32 -7%
CB
1958
Community Bank
New York
$34.9K
SA
1959
SRH Advisors
Kansas
$34.9K
BIM
1960
Breakwater Investment Management
Washington
$34.9K +$34.1K +400 New
FFC
1961
First Financial Corp
Indiana
$34.1K -$15K -176 -31%
PCMC
1962
Planning Capital Management Corporation
Pennsylvania
$33.7K +$4.95K +58 +18%
FGAM
1963
Financial Gravity Asset Management
Texas
$33.6K -$8.45K -99 -20%
TCM
1964
Tributary Capital Management
Nebraska
$32.6K +$31.9K +374 New
CAM
1965
Chesapeake Asset Management
New York
$31.4K -$236K -2,761 -88%
FRA
1966
Frank Rimerman Advisors
California
$30.3K +$29.7K +348 New
CSWM
1967
Cassady Schiller Wealth Management
Ohio
$29.7K
ME
1968
McIlrath & Eck
Washington
$29.1K +$7.08K +83 +33%
DWA
1969
Delos Wealth Advisors
Texas
$27K
LF
1970
LifeSteps Financial
California
$26.8K +$26.2K +307 New
GCM
1971
Gables Capital Management
Florida
$25.2K
RWML
1972
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$25.1K -$1.02K -12 -4%
FSWA
1973
Financial Synergies Wealth Advisors
Texas
$24.1K +$21.6K +253 +1,054%
HGERS
1974
Householder Group Estate & Retirement Specialist
Arizona
$23.9K -$209K -2,453 -90%
TIM
1975
Tortoise Investment Management
New York
$23.5K +$9.81K +115 +74%

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.