We are live on ! Find out more
MDT icon

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
PL
401
Parthenon LLC
Kentucky
$6.54M +$11.7K +150 +0.2%
AAIM
402
American Assets Investment Management
California
$6.52M -$1.77M -22,700 -22%
KIC
403
Keating Investment Counselors
Florida
$6.49M -$357K -4,575 -5%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$6.43M +$142K +1,818 +2%
KIA
405
KCM Investment Advisors
California
$6.39M -$641K -8,208 -9%
HT
406
HAP Trading
New York
$6.23M +$6.04M +77,332 New
ACM
407
Atlanta Capital Management
Georgia
$6.23M -$1.86M -23,766 -24%
CVM
408
Cheviot Value Management
California
$6.22M +$334K +4,270 +6%
ANI
409
American National Insurance
Texas
$6.19M
PA
410
Pinnacle Associates
New York
$6.12M -$4.98M -63,703 -46%
B
411
Barings
North Carolina
$6.07M +$3.05M +39,043 +108%
CPIM
412
Columbia Partners Investment Management
Virginia
$6.06M -$324K -4,151 -5%
CIP
413
Chartwell Investment Partners
Pennsylvania
$6.04M -$31.2K -400 -0.5%
SC
414
Scotia Capital
Ontario, Canada
$6.02M +$12.7K +163 +0.2%
AP
415
Appleton Partners
Massachusetts
$6.01M -$1.12M -14,337 -16%
AMI
416
Amica Mutual Insurance
Rhode Island
$6.01M
GI
417
Gradient Investments
Minnesota
$6.01M +$5.77M +73,891 +10,787%
RS
418
Robeco Schweiz
Switzerland
$5.98M +$752K +9,622 +15%
LMGAM
419
Liberty Mutual Group Asset Management
Massachusetts
$5.97M -$2.14M -27,402 -27%
MERSOM
420
Municipal Employees' Retirement System of Michigan
Michigan
$5.92M
FVCM
421
F&V Capital Management
Florida
$5.81M +$2.16M +27,640 +62%
LSA
422
L & S Advisors
California
$5.8M +$5.62M +71,974 New
VC
423
Vicus Capital
Pennsylvania
$5.79M -$74.3K -951 -1%
Brown Advisory
424
Brown Advisory
Maryland
$5.79M -$351K -4,493 -6%
LNB
425
Ledyard National Bank
$5.76M +$498K +6,372 +10%

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.