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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
CTB
2026
Country Trust Bank
Illinois
$7.76K +$6.23K +73 +456%
CJ
2027
Caitlin John
Michigan
$7.62K
NMM
2028
Naples Money Management
Florida
$7.32K
PWMG
2029
Private Wealth Management Group
New Jersey
$7.32K
BHWM
2030
Beaird Harris Wealth Management
Texas
$7.15K -$13.7K -160 -66%
GI
2031
GS Investments
Minnesota
$7.15K
AW
2032
Avion Wealth
Texas
$7K -$8.28K -97 -56%
HB
2033
Horizon Bancorp
Indiana
$7K
CWAF
2034
Core Wealth Advisors (Florida)
Florida
$6.54K
YDMI
2035
Y.D. More Investments
Israel
$6.54K
BBPWM
2036
Blue Bell Private Wealth Management
Pennsylvania
$6.45K +$256 +3 +4%
SWM
2037
Sugarloaf Wealth Management
Georgia
$6.26K +$85 +1 +1%
CMA
2038
Cedar Mountain Advisors
Oregon
$5.75K +$4.27K +50 +313%
SAG
2039
Spotlight Asset Group
Illinois
$5.67K
IPW
2040
Impact Partnership Wealth
Georgia
$5.26K -$869K -10,183 -99%
SHIM
2041
Stone House Investment Management
Pennsylvania
$5.23K
ACM
2042
Anfield Capital Management
California
$4.88K +$4.78K +56 New
DPW
2043
DiNuzzo Private Wealth
Pennsylvania
$4.71K +$512 +6 +13%
DMIC
2044
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.39K +$4.27K +50 New
WAM
2045
WFA Asset Management
Wisconsin
$4.36K -$17.1K -200 -80%
BFPW
2046
BOK Financial Private Wealth
Colorado
$4.13K -$40.1K -470 -91%
ECM
2047
Everence Capital Management
Indiana
$4.07K -$10.2K -120 -0.3%
OLVIG
2048
Oliver Lagore Vanvalin Investment Group
Michigan
$4.01K +$1.88K +22 +92%
PA
2049
Pineridge Advisors
Missouri
$3.83K +$1.62K +19 +76%
GPFA
2050
Game Plan Financial Advisors
Ohio
$3.49K

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.