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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
AWM
2176
AAF Wealth Management
Massachusetts
-$221K -2,677 Closed
GFP
2177
Gryphon Financial Partners
Ohio
-$275K -2,672 Closed
DWA
2178
Douglass Winthrop Advisors
New York
-$218K -2,652 Closed
FAG
2179
Fortitude Advisory Group
Washington
-$216K -2,618 Closed
S
2180
Sunpointe
Missouri
-$212K -2,555 Closed
OAM
2181
Oxford Asset Management
United Kingdom
-$209K -2,542 Closed
PIMG
2182
Patriot Investment Management Group
Tennessee
-$208K -2,526 Closed
TWA
2183
Talisman Wealth Advisors
New Jersey
-$208K -2,520 Closed
CPA
2184
Court Place Advisors
Maryland
-$207K -2,507 Closed
RFO
2185
RiverGlades Family Offices
Florida
-$213K -2,500 Closed
ADMI
2186
Albert D. Mason Inc
Massachusetts
-$203K -2,464 Closed
RWA
2187
River Wealth Advisors
Pennsylvania
-$202K -2,447 Closed
IPWA
2188
International Private Wealth Advisors
California
-$201K -2,441 Closed
CC
2189
Chicago Capital
Illinois
-$201K -2,437 Closed
DI
2190
DAGCO Inc
Ohio
-$187K -2,269 Closed
FIA
2191
FNY Investment Advisers
New York
-$131K -1,600 Closed
FSCM
2192
Front Street Capital Management
Montana
-$127K -1,541 Closed
TCWA
2193
Turtle Creek Wealth Advisors
Texas
-$110K -1,337 Closed
AFWM
2194
Abich Financial Wealth Management
Virginia
-$99.5K -1,208 Closed
EC
2195
EdgeRock Capital
Colorado
-$81.6K -931 Closed
FWM
2196
Focused Wealth Management
New York
-$69.8K -848 Closed
EWP
2197
Elevation Wealth Partners
California
-$62.7K -800 Closed
TVAMP
2198
Tennessee Valley Asset Management Partners
Tennessee
-$60.2K -731 Closed
RIM
2199
Rockbridge Investment Management
New York
-$50.3K -611 Closed
ATC
2200
Advantage Trust Company
Kansas
-$49.4K -600 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.