Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medtronic plc (MDT)

2K + Investors. Track Smart Money conviction in MDT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -56
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MDT

Based on 2230 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
2,230 hedge funds hold MDT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1119 buying1138 selling
Last quarter: 1,119 funds bought or added vs 1,138 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-91 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 160 → 205 → 288 → 197. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 13% new
1,599 out of 2,230 hedge funds have held MDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

217 → 160 → 205 → 288 → 197 new funds/Q
New funds entering each quarter: 160 → 205 → 288 → 197. A growing number of institutions are discovering MDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 16% newcomers

■ 73% veterans ■ 11% 1-2yr ■ 16% new
Entry-cohort mix of 2,288 holders: 1,676 (73%) are 2+ year veterans, 242 entered 1–2 years ago, and 370 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
71 of 2223 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in MDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MDT

In 2026 Q1, 1119 hedge funds were net buyers of MDT (197 opened a new position, 922 added to an existing one), while 1138 reduced or exited (885 trimmed, 253 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 51% of total institutional value in MDT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -56 funds (more exits than new entries). Total institutional holders: 2230.

Hedge Fund Ownership: MDT

How many hedge funds hold MDT — quarterly history vs. share price
Quarterly hedge fund ownership of MDT vs. share price

Market Analysis: MDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Medtronic plc (MDT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MDT has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
MDT
-8.5%
XLV
+2.8%

MDT outperformed XLV by -11.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
MDT
+4.1%
XLV
+3.9%

Since the filing became public, MDT outperformed XLV by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

93 top-rated funds 27 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: MDT
2K + Investors

Track Smart Money conviction in MDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2207 2285 -3.41%
13F Shares 1.05B 1.11B -5.3%
Total Value $88.32B $105.54B -16.32%
New Positions 190 288 -98
Increased Positions 901 855 +46
Closed Positions 268 147 +121
Reduced Positions 863 876 -13
Total Calls 33 38 -13.16%
Total Puts 32 35 -8.57%
PUT/CALL Ratio 0.97 0.92 Neutral

Statistics: MDT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boone Capital Management LLC 10.57% 398,065 $34.5M
2 Talaria Asset Management Pty Ltd 8.70% 497,500 $43.1M
3 Altrinsic Global Advisors LLC 6.96% 2,242,374 $194.3M
4 Saratoga Research & Investment Management 5.78% 1,175,571 $101.9M
5 Sector Gamma As 5.74% 280,682 $24.3M
6 Financial Perspectives, Inc 5.30% 218,905 $19.0M
7 EDENTREE ASSET MANAGEMENT Ltd 5.16% 197,786 $17.1M
8 Banque de Luxembourg S.A. 4.33% 96,681 $8.4M
9 St. James Investment Company, LLC 4.14% 305,017 $26.4M
10 Guinness Asset Management LTD 4.05% 2,716,852 $234.8M
11 Fwl Investment Management, LLC 3.92% 206,090 $17.9M
12 Skba Capital Management LLC 3.85% 323,712 $28.0M
13 Nexus Investment Management ULC 3.71% 306,193 $26.5M
14 Colrain Capital LLC 3.54% 104,950 $9.2M
15 Kiltearn Partners LLP 3.49% 149,561 $13.0M
16 Barnes Dennig Private Wealth Management LLC 3.33% 38,820 $3.4M
17 Guinness Atkinson Asset Management Inc 3.31% 76,481 $6.6M
18 Clark Estates Inc/Ny 3.23% 155,000 $13.4M
19 Managed Asset Portfolios, LLC 3.22% 310,455 $26.9M
20 Matrix Asset Advisors Inc/Ny 2.99% 375,696 $32.6M
21 Two Point Capital Management, Inc. 2.76% 72,897 $6.3M
22 Round Hill Asset Management 2.75% 48,530 $4.2M
23 Equity Investment Corp 2.71% 1,598,680 $138.5M
24 Game Creek Capital, LP 2.71% 93,875 $8.1M
25 Tevis Investment Management 2.69% 54,074 $4.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Medtronic plc (MDT)

What does the Smart Money Trend signal show for MDT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MDT?

Slight buying edge — 50% buying: Last quarter: 1,119 funds bought or added vs 1,138 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MDT holders?

Elite ownership — 51% AUM from top-100 funds: 71 of 2223 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in MDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MDT?

72% of holders stayed for 2+ years: 1,599 out of 2,230 hedge funds have held MDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Medtronic plc (MDT) following the 2026 Q1 hedge fund 13F filings?

As of today, MDT has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), MDT has gained -8.5% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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