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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
TFG
2201
Team Financial Group
California
-$29.4K -357 Closed
FBC
2202
Fairfield, Bush & Co
Connecticut
-$26K -316 Closed
FFO
2203
Fortitude Family Office
Arizona
-$25.7K -301 Closed
DMKJ
2204
David M. Knott Jr
-$25K -300 Closed
LF
2205
Lee Financial
Texas
-$24.9K -300 Closed
AWM
2206
Able Wealth Management
New Jersey
-$22.4K -272 Closed
QL
2207
Quarry LP
New York
-$12.9K -156 Closed
CI
2208
Cordant Inc
Oregon
-$11.9K -145 Closed
PPWM
2209
PFG Private Wealth Management
Florida
-$10.7K -130 Closed
RWPA
2210
Richard W. Paul & Associates
Michigan
-$10.5K -128 Closed
NA
2211
Nordwand Advisors
Pennsylvania
-$8.4K -102 Closed
FUBT
2212
First United Bank & Trust
Maryland
-$7.08K -86 Closed
LIWM
2213
Long Island Wealth Management
New York
-$5K -62 Closed
ODG
2214
O'Dell Group
Ohio
-$5.11K -62 Closed
OP
2215
ORG Partners
Indiana
-$4.86K -59 Closed
LA
2216
LM Advisors
California
-$4.68K -57 Closed
SA
2217
Scarborough Advisors
Maryland
-$4.45K -54 Closed
MBFW
2218
Morton Brown Family Wealth
Pennsylvania
-$3.54K -43 Closed
CW
2219
Cooksen Wealth
Texas
-$2.72K -33 Closed
TSW
2220
Thompson Siegel & Walmsley
Virginia
-$3K -33 Closed
WBC
2221
West Branch Capital
Massachusetts
-$2.13K -26 Closed
MFT
2222
Moisand Fitzgerald Tamayo
Florida
-$1.98K -24 Closed
AIMA
2223
Ables Iannone Moore & Associates
Georgia
-$1.65K -20 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.