We are live on ! Find out more
MDT icon

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
GGI
1976
Godsey & Gibb Inc
Virginia
$22.7K -$20.4K -239 -48%
AWM
1977
Abound Wealth Management
Tennessee
$22.5K -$7.17K -84 -25%
SIC
1978
SJS Investment Consulting
Ohio
$22.4K -$19.8K -232 -47%
RFS
1979
Richardson Financial Services
Massachusetts
$22K +$21.6K +253 New
RFG
1980
RFP Financial Group
Georgia
$21.4K +$5.04K +59 +32%
CPG
1981
Cornerstone Planning Group
New Jersey
$21.4K -$1.71K -20 -7%
JAM
1982
JCIC Asset Management
Ontario, Canada
$20.5K
FGA
1983
Fortis Group Advisors
New Jersey
$20K -$19.6K -230 -50%
TCA
1984
Trifecta Capital Advisors
Illinois
$18.9K
DFA
1985
DHJJ Financial Advisors
Illinois
$18.7K
LAM
1986
Lummis Asset Management
Texas
$18.6K
TCM
1987
Tradewinds Capital Management
Washington
$18.6K
SWA
1988
SOA Wealth Advisors
New York
$18K
CPA
1989
Clear Point Advisors
New York
$17.9K
AT
1990
Avalon Trust
New Mexico
$17.4K
ETS
1991
ESL Trust Services
New York
$17.4K +$17.1K +200 New
KWAG
1992
Kiely Wealth Advisory Group
North Carolina
$16.1K
HFS
1993
HBC Financial Services
Washington
$16K +$256 +3 +1%
SNB
1994
Security National Bank
Nebraska
$15.6K +$6.74K +79 +79%
RFG
1995
REAP Financial Group
Texas
$15.2K -$87.6K -1,026 -86%
RG
1996
Retirement Group
California
$14.9K +$12.2K +143 +511%
RDFA
1997
Ritter Daniher Financial Advisory
Ohio
$14.8K
RTL
1998
Red Tortoise LLC
Georgia
$14.1K
AA
1999
AlphaMark Advisors
Kentucky
$13K +$4.27K +50 +50%
TSWM
2000
Tyler-Stone Wealth Management
Ohio
$12.9K

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.