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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
ACM
376
Advisors Capital Management
New Jersey
$7.63M +$373K +4,772 +5%
PNC
377
Park National Corp
Ohio
$7.61M -$4.08M -52,189 -36%
SCM
378
Sterling Capital Management
North Carolina
$7.61M -$219K -2,809 -3%
CIBC Asset Management
379
CIBC Asset Management
Ontario, Canada
$7.51M +$678K +8,674 +10%
WIC
380
Wilkins Investment Counsel
Massachusetts
$7.27M +$1.15M +14,700 +19%
FCI
381
Financial Counselors Inc
Kansas
$7.23M -$80.7K -1,033 -1%
GMI
382
Greystone Managed Investments
Saskatchewan, Canada
$7.14M -$568K -7,277 -8%
NCM
383
Novare Capital Management
North Carolina
$7.12M +$441K +5,651 +7%
MCM
384
Monarch Capital Management
Indiana
$7.1M -$32.8K -420 -0.5%
KRS
385
Kentucky Retirement Systems
Kentucky
$7.07M -$927K -11,872 -12%
AIP
386
ARS Investment Partners
New York
$7.02M +$85.2K +1,091 +1%
BAM
387
Berkshire Asset Management
Pennsylvania
$7.02M +$606K +7,764 +10%
SIRP
388
Shelter Insurance Retirement Plan
Missouri
$6.96M
VFA
389
Virtus Fund Advisers
Connecticut
$6.9M
AFG
390
American Financial Group
Ohio
$6.85M
LSERS
391
Louisiana State Employees Retirement System
Louisiana
$6.78M -$172K -2,200 -3%
FPFS
392
First Personal Financial Services
North Carolina
$6.68M -$59.7K -764 -0.9%
Susquehanna International Group
393
Susquehanna International Group
Pennsylvania
$6.58M -$11.5M -146,640 -64%
Los Angeles Capital Management
394
Los Angeles Capital Management
California
$6.58M -$1.15M -14,688 -15%
WTB
395
Washington Trust Bank
Washington
$6.57M -$136K -1,746 -2%
IP
396
Isthmus Partners
Wisconsin
$6.57M +$21K +269 +0.3%
EVM
397
Evelyn V. Moreno
$6.55M +$844K +10,810 +15%
HR
398
Howe & Rusling
New York
$6.55M +$2.38M +30,470 +60%
DADC
399
D.A. Davidson & Co
Montana
$6.55M -$580K -7,419 -8%
BUB
400
BBVA USA Bancshares
Texas
$6.54M +$291K +3,722 +5%

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.