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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
SGI
2151
Summit Global Investments
Utah
-$336K -4,078 Closed
WIA
2152
World Investment Advisors
California
-$334K -4,040 Closed
TCMP
2153
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$326K -3,959 Closed
FH
2154
FWG Holdings
Florida
-$334K -3,857 Closed
KLCM
2155
KG&L Capital Management
Louisiana
-$311K -3,770 Closed
WI
2156
WrapManager Inc
California
-$309K -3,750 Closed
C
2157
Certuity
Florida
-$308K -3,737 Closed
OC
2158
Opinicus Capital
Florida
-$306K -3,714 Closed
RPGK
2159
Retirement Planning Group (Kansas)
Kansas
-$301K -3,653 Closed
KMWM
2160
Keudell/Morrison Wealth Management
Oregon
-$292K -3,543 Closed
ACM
2161
Alethea Capital Management
Washington
-$288K -3,500 Closed
LF
2162
Lantz Financial
Illinois
-$283K -3,434 Closed
DCM
2163
Donaldson Capital Management
Indiana
-$281K -3,411 Closed
DA
2164
Dover Advisors
Virginia
-$283K -3,403 Closed
KCM
2165
Kennicott Capital Management
California
-$944K -3,298 Closed
PCOC
2166
Power Corp of Canada
Canada
-$268K -3,258 Closed
CIA
2167
Compass Ion Advisors
Pennsylvania
-$267K -3,237 Closed
NRC
2168
New Republic Capital
North Carolina
-$260K -3,134 Closed
Financial Engines Advisors
2169
Financial Engines Advisors
California
-$259K -3,126 Closed
FAIM
2170
Financial Advocates Investment Management
Washington
-$250K -3,039 Closed
CRI
2171
Colonial River Investments
Virginia
-$244K -2,959 Closed
MBTD
2172
Mechanics Bank - Trust Department
California
-$242K -2,937 Closed
PWP
2173
Private Wealth Partners
California
-$236K -2,860 Closed
EC
2174
Elequin Capital
New York
-$231K -2,800 Closed
BAM
2175
BOS Asset Management
Illinois
-$226K -2,748 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.