Medtronic PLC (MDT) — Hedge Fund Ownership Q1 2026
MDT
- Medtronic PLC (MDT) is held by 9 of 82 tracked hedge funds, with Matrix Asset Advisors (3%) and Sound Shore Management (2%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in MDT stock was initiated by Sound Shore Management (2%).
- The biggest increases in MDT holdings came from First Eagle Investment Management (+3%) and Matrix Asset Advisors (+2%), highlighting conviction.
- The biggest decreases in MDT holdings came from Pzena Investment Management (-2%) and Dodge & Cox (-1%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to Medtronic PLC (MDT) by +1% vs the prior quarter and -21% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
2.99% | 376K | +1.67% | +3.71% | $32.6M | $86.65 | — |
| 2 |
Sound Shore Management Harry Burn
|
2.40% | 825K | NEW | — | $71.5M | $86.65 | — |
| 3 |
First Eagle Investment Management
|
1.48% | 10.0M | +2.76% | +2.33% | $870.4M | $86.65 | — |
| 4 |
Olstein Capital Management Robert Olstein
|
1.38% | 73K | — | -13.10% | $6.3M | $86.64 | — |
| 5 |
Pzena Investment Management Richard Pzena
|
0.89% | 3.2M | -1.92% | -62.35% | $273.6M | $86.65 | — |
| 6 |
Dodge & Cox
|
0.37% | 7.7M | -0.56% | -0.18% | $666.7M | $86.65 | — |
| 7 |
Mairs & Power
|
0.36% | 402K | -2.61% | -25.31% | $34.8M | $86.65 | — |
| 8 |
Hillman Capital Management Mark Hillman
|
0.22% | 4K | -1.90% | +4.44% | $317,832 | $86.65 | — |
| 9 |
Polen Capital Management
|
0.04% | 61K | -28.21% | -90.36% | $5.3M | $86.65 | — |
| 9 | Total | — | 22.6M | +0.63% | -20.77% | $1.96B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.