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Medtronic

1,283 hedge funds and large institutions have $91B invested in Medtronic in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 547 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 86

13% more capital invested

Capital invested by funds: $80.9B → $91B (+$10.1B)

1% more funds holding

Funds holding: 1,2681,283 (+15)

0.11% less ownership

Funds ownership: 82.62%82.51% (-0.11%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

16% less repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 547

24% less call options, than puts

Call options by funds: $322M | Put options by funds: $422M

Holders
1,283
Holders Change
+15
Holders Change %
+1.18%
% of All Funds
31.94%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
1.17%
New
118
Increased
458
Reduced
547
Closed
86
Calls
$322M
Puts
$422M
Net Calls
-$100M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Wasatch Advisors
Utah
$10.3M -$345K -4,418 -3%
JMFC
327
J.M. Forbes & Co
Massachusetts
$10.1M +$9.06K +116 +0.1%
PI
328
PineBridge Investments
New York
$10.1M +$4.62M +59,195 +90%
NP
329
NS Partners
United Kingdom
$10.1M -$56.6K -724 -0.6%
TBA
330
Tower Bridge Advisors
Pennsylvania
$9.84M +$202K +2,589 +2%
OCM
331
Olstein Capital Management
New York
$9.75M +$859K +11,000 +10%
RFC
332
Regions Financial Corp
Alabama
$9.62M -$14.3M -183,157 -61%
OC
333
Oppenheimer & Co
New York
$9.61M -$442K -5,660 -5%
HHC
334
Hutchin Hill Capital
New York
$9.6M +$3.95M +50,600 +74%
AIM
335
Achmea Investment Management
Netherlands
$9.39M +$9.1M +116,534 New
CI
336
Capital International
California
$9.36M -$359K -4,600 -4%
CCP
337
Clarkston Capital Partners
Michigan
$9.34M -$130K -1,660 -1%
SCA
338
Stillwater Capital Advisors
Pennsylvania
$9.34M +$109K +1,394 +1%
GC
339
Grimes & Company
Massachusetts
$9.19M -$36K -461 -0.4%
MCM
340
McRae Capital Management
New Jersey
$9.17M +$301K +3,855 +4%
TU
341
TDAM USA
Ontario, Canada
$9.15M -$256K -3,275 -3%
SBWIC
342
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.06M +$123K +1,569 +1%
DBT
343
Dubuque Bank & Trust
Iowa
$9.05M +$1.18M +15,088 +16%
NCM
344
Noesis Capital Mangement
Florida
$9.04M +$154K +1,975 +2%
CIA
345
CCM Investment Advisers
South Carolina
$8.94M +$177K +2,271 +2%
SMI
346
Shelter Mutual Insurance
Missouri
$8.85M
SIM
347
Sentry Investment Management
Wisconsin
$8.81M -$198K -2,536 -2%
QIM
348
Quantitative Investment Management
Virginia
$8.78M +$2.01M +25,700 +31%
HFS
349
Haverford Financial Services
Pennsylvania
$8.66M -$50.9K -652 -0.6%
QI
350
QS Investors
New York
$8.63M +$668K +8,549 +9%

MDT Hedge Fund Activity: Q1 2017 in Review

1,283 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2017, worth a combined $91B — up 13% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new MDT positions and 86 closed out — a net gain of 32 holders — while 458 added to existing stakes and 547 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54B. The largest seller was Capital World Investors, cutting an estimated $831M.

  • 1,283 institutional investors held Medtronic (MDT) as of Q1 2017, up from 1,268 in Q4 2016.
  • Funds reported $91B of Medtronic stock for Q1 2017, up 13% quarter-over-quarter.
  • 118 funds opened new Medtronic positions in Q1 2017 and 86 closed out, a net change of +32 holders.
  • The largest Medtronic buyer in Q1 2017 was BlackRock, an estimated $6.54B added.
  • The largest Medtronic seller in Q1 2017 was Capital World Investors, an estimated $831M sold.

Based on aggregated 13F filings for Q1 2017.