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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
CAM
2051
Clarity Asset Management
Iowa
$3.31K
RWM
2052
Ruedi Wealth Management
Illinois
$3.23K
FG
2053
Fairman Group
Pennsylvania
$3.16K
C
2054
Covestor
United Kingdom
$3K +$256 +3 +12%
PIS
2055
POM Investment Strategies
North Carolina
$2.88K
KA
2056
Kozak & Associates
Colorado
$2.74K -$27.8K -326 -91%
VWA
2057
Valued Wealth Advisors
Utah
$2.72K -$3.84K -45 -59%
AP
2058
Aspect Partners
Virginia
$2.62K
PCWA
2059
Pacific Capital Wealth Advisors
California
$2.62K
SWC
2060
Spectrum Wealth Counsel
Indiana
$2.62K +$2.56K +30 New
NCM
2061
Northwest Capital Management
Oregon
$2.44K
GJWM
2062
Gilliland Jeter Wealth Management
Arkansas
$2.44K +$2.39K +28 New
VCM
2063
Versant Capital Management
Arizona
$2.09K
GFL
2064
Granite FO LLC
New Hampshire
$2.03K +$1.96K +23 New
TWD
2065
True Wealth Design
Ohio
$1.92K +$768 +9 +69%
PCA
2066
Providence Capital Advisors
North Carolina
$1.48K -$5.3M -62,083 -100%
UFF
2067
USA Financial Formulas
Michigan
$1.48K +$1.45K +17 New
EA
2068
Evolution Advisers
Virginia
$1K
WPA
2069
West Paces Advisors
Georgia
$872 -$44.3K -519 -98%
BCPWM
2070
Bradley & Co Private Wealth Management
Florida
$872
LWA
2071
Lowe Wealth Advisors
Maryland
$784
CWM
2072
Cedar Wealth Management
California
$610
WF
2073
WoodTrust Financial
Wisconsin
$388 +$20.8K +244 +6%
RAM
2074
Riggs Asset Management
Pennsylvania
$262 +$256 +3 New
CAM
2075
ClariVest Asset Management
California
$261 +$256 +3 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.