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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
Baird Financial Group
351
Baird Financial Group
Wisconsin
$8.62M +$518K +6,632 +7%
CA
352
Cullinan Associates
Kentucky
$8.55M -$336K -4,300 -4%
SCCM
353
Schafer Cullen Capital Management
New York
$8.55M +$469 +6 +0%
N
354
Nuveen
North Carolina
$8.43M -$13.7M -175,178 -63%
CC
355
Cipher Capital
New York
$8.41M -$2.76M -35,380 -25%
Creative Planning
356
Creative Planning
Kansas
$8.41M +$283K +3,626 +4%
ACM
357
Azimuth Capital Management
Michigan
$8.35M -$3.08M -39,472 -28%
BPB
358
Badgley, Phelps & Bell
Washington
$8.33M +$1.91M +24,459 +31%
CC
359
Colrain Capital
Massachusetts
$8.31M -$4.03M -51,602 -33%
FBA
360
Front Barnett Associates
Illinois
$8.26M -$220K -2,815 -3%
COPPSERS
361
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.18M +$1.78M +22,832 +29%
NIA
362
Northstar Investment Advisors
Colorado
$8.07M +$330K +4,230 +4%
BF
363
BOK Financial
Oklahoma
$8.05M -$233K -2,982 -3%
Robeco Institutional Asset Management
364
Robeco Institutional Asset Management
Netherlands
$8.04M -$1.24M -15,892 -14%
WI
365
Wafra Inc
New York
$8.03M +$6.57M +84,128 +540%
JAM
366
JCIC Asset Management
Ontario, Canada
$8.01M -$1.12M -14,320 -13%
CCM
367
Copeland Capital Management
Pennsylvania
$7.99M +$662K +8,472 +10%
AB
368
Amalgamated Bank
New York
$7.91M +$445K +5,700 +6%
WIC
369
Willis Investment Counsel
Georgia
$7.87M +$182K +2,325 +2%
GCC
370
Guardian Capital (Canada)
Ontario, Canada
$7.86M -$410K -5,251 -5%
WF
371
Welch & Forbes
Massachusetts
$7.86M +$312K +3,995 +4%
WT
372
Washington Trust
Rhode Island
$7.84M +$291K +3,729 +4%
IHL
373
Investment House LLC
California
$7.79M -$725K -9,280 -9%
NPA
374
Nichols & Pratt Advisers
Massachusetts
$7.72M -$3.13K -40 -0%
AIA
375
Avalon Investment & Advisory
Texas
$7.65M -$5.56M -71,142 -43%

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.