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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
PWP
2126
Precedent Wealth Partners
Texas
-$573K -6,955 Closed
FCM
2127
Fourpath Capital Management
Oklahoma
-$565K -6,852 Closed
Two Sigma Investments
2128
Two Sigma Investments
New York
-$531K -6,443 Closed
I
2129
InceptionR
California
-$530K -6,434 Closed
HA
2130
Hamel Associates
New Jersey
-$528K -6,405 Closed
GBWM
2131
Granite Bay Wealth Management
New Hampshire
-$480K -6,300 Closed
YIA
2132
YHB Investment Advisors
Connecticut
-$512K -6,220 Closed
CCM
2133
Carlson Capital Management
Minnesota
-$512K -6,216 Closed
QCM
2134
Qsemble Capital Management
New York
-$506K -6,141 Closed
BL
2135
Balentine LLC
Georgia
-$503K -6,110 Closed
PIA
2136
Pinion Investment Advisors
Kansas
-$501K -6,083 Closed
FRM
2137
Fox Run Management
Connecticut
-$501K -6,081 Closed
FI
2138
Fosun International
China
-$489K -5,930 Closed
JDR
2139
Jay D. Rosenbaum
-$447K -5,427 Closed
HCM
2140
Howland Capital Management
Massachusetts
-$430K -5,198 Closed
SCM
2141
Stevens Capital Management
Pennsylvania
-$427K -5,183 Closed
WWS
2142
Wellington Wealth Strategies
Indiana
-$424K -5,144 Closed
WAM
2143
Weiss Asset Management
Massachusetts
-$412K -5,003 Closed
KJHP
2144
K.J. Harrison & Partners
Ontario, Canada
-$395K -4,800 Closed
SIM
2145
SSI Investment Management
California
-$374K -4,654 Closed
TI
2146
Truepoint Inc
Ohio
-$380K -4,617 Closed
MIM
2147
Meridiem Investment Management
United Kingdom
-$377K -4,571 Closed
GWA
2148
Gratus Wealth Advisors
Virginia
-$348K -4,229 Closed
FLAM
2149
First Light Asset Management
Minnesota
-$345K -4,188 Closed
RP
2150
Riverbridge Partners
Minnesota
-$340K -4,129 Closed

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.