Medtronic
MDT
2,078 hedge funds and large institutions have $89.9B invested in Medtronic in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 652 increasing their positions, 990 reducing their positions, and 135 closing their positions.
101% more first-time investments, than exits
New positions opened: 272 | Existing positions closed: 135
5% more funds holding
Funds holding: 1,971 → 2,078 (+107)
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
5% more capital invested
Capital invested by funds: $85.6B → $89.9B (+$4.25B)
5% more call options, than puts
Call options by funds: $847M | Put options by funds: $807M
0.06% less ownership
Funds ownership: 82.1% → 82.04% (-0.06%)
34% less repeat investments, than reductions
Existing positions increased: 652 | Existing positions reduced: 990
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$421M |
| 2 |
First Eagle Investment Management
New York
|
+$253M |
| 3 |
Millennium Management
New York
|
+$242M |
| 4 |
BlackRock
New York
|
+$231M |
| 5 |
UIM
USS Investment Management
London,
United Kingdom
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$379M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$251M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$243M |
| 4 |
Neuberger Berman Group
New York
|
-$230M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$205M |
MDT Hedge Fund Activity: Q4 2023 in Review
2,078 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2023, worth a combined $89.9B — up 5% from $85.6B a quarter earlier.
Buyers outnumbered sellers: 272 funds opened new MDT positions and 135 closed out — a net gain of 137 holders — while 652 added to existing stakes and 990 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $421M. The largest seller was Ameriprise, cutting an estimated $379M.
- 2,078 institutional investors held Medtronic (MDT) as of Q4 2023, up from 1,971 in Q3 2023.
- Funds reported $89.9B of Medtronic stock for Q4 2023, up 5% quarter-over-quarter.
- 272 funds opened new Medtronic positions in Q4 2023 and 135 closed out, a net change of +137 holders.
- The largest Medtronic buyer in Q4 2023 was JP Morgan Chase, an estimated $421M added.
- The largest Medtronic seller in Q4 2023 was Ameriprise, an estimated $379M sold.
Based on aggregated 13F filings for Q4 2023.