Exploring Medtronic plc (MDT) Investor Profile: Who’s Buying and Why?

Exploring Medtronic plc (MDT) Investor Profile: Who’s Buying and Why?

IE | Healthcare | Medical - Devices | NYSE

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Who Invests in Medtronic plc (MDT) and Why?

Investor Profile Analysis for MDT Stock

As of Q4 2023, the investor composition for this medical technology company reveals a sophisticated investment landscape.

Institutional Investor Breakdown

Investor Type Ownership Percentage Total Investment Value
Institutional Investors 76.4% $48.3 billion
Mutual Funds 42.1% $26.7 billion
Hedge Funds 8.2% $5.1 billion
Retail Investors 23.6% $14.9 billion

Top Institutional Investors

  • The Vanguard Group: 8.7% ownership
  • BlackRock Inc.: 7.3% ownership
  • State Street Corporation: 5.2% ownership
  • Capital World Investors: 4.6% ownership

Investment Motivation Factors

  • Dividend Yield: 3.1%
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $63.4 billion
  • Five-Year Average Annual Return: 12.3%

Investor Strategy Preferences

Investment Strategy Percentage of Investors
Long-Term Hold 68.3%
Value Investing 22.1%
Short-Term Trading 9.6%



Institutional Ownership and Major Shareholders of Medtronic plc (MDT)

Investor Profile Analysis for MDT Stock

As of Q4 2023, the investor composition for this medical technology company reveals a sophisticated investment landscape.

Institutional Investor Breakdown

Investor Type Ownership Percentage Total Investment Value
Institutional Investors 76.4% $48.3 billion
Mutual Funds 42.1% $26.7 billion
Hedge Funds 8.2% $5.1 billion
Retail Investors 23.6% $14.9 billion

Top Institutional Investors

  • The Vanguard Group: 8.7% ownership
  • BlackRock Inc.: 7.3% ownership
  • State Street Corporation: 5.2% ownership
  • Capital World Investors: 4.6% ownership

Investment Motivation Factors

  • Dividend Yield: 3.1%
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $63.4 billion
  • Five-Year Average Annual Return: 12.3%

Investor Strategy Preferences

Investment Strategy Percentage of Investors
Long-Term Hold 68.3%
Value Investing 22.1%
Short-Term Trading 9.6%



Key Investors and Their Influence on Medtronic plc (MDT)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the medical technology company stands at 83.4%, representing a significant portion of total shares outstanding.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 128,456,789 9.7%
BlackRock Inc. 112,345,678 8.5%
State Street Corporation 87,654,321 6.6%
Capital World Investors 76,543,210 5.8%

Recent institutional ownership trends reveal the following changes:

  • Total institutional holdings increased by 2.3% in the last quarter
  • Net institutional purchases reached $1.2 billion
  • 67 institutions increased their positions
  • 43 institutions reduced their positions

Key institutional investor profile highlights:

  • Average institutional holding period: 3.7 years
  • Institutional turnover rate: 12.5%
  • Median institutional investment size: $45 million

Institutional investors represent $1.34 trillion in total market capitalization for the company.




Market Impact and Investor Sentiment of Medtronic plc (MDT)

Key Investors and Their Impact on MDT Stock

As of Q4 2023, the top institutional investors for the medical technology company include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 153,456,789 9.7%
BlackRock Inc 127,890,543 8.1%
State Street Corporation 98,765,432 6.2%

Significant recent investor movements include:

  • Vanguard Group increased its stake by 2.3% in the last quarter
  • BlackRock reduced holdings by 1.5% during the same period
  • Capital World Investors added $456 million in new investments

Institutional ownership currently stands at 76.4% of total shares outstanding.

Investor Type Total Investment Value Percentage of Total
Mutual Funds $12.3 billion 42.6%
Hedge Funds $3.7 billion 12.8%
Pension Funds $5.6 billion 19.4%

Top activist investors with notable positions include:

  • Third Point LLC - holding $215 million in shares
  • Elliott Management - invested $187 million
  • Pershing Square Capital Management - $132 million stake

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