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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
GC
426
Gratus Capital
Georgia
$5.69M +$406K +5,199 +8%
RHAM
427
Round Hill Asset Management
California
$5.69M +$27.3K +350 +0.5%
FCMC
428
Founders Capital Management (Connecticut)
Connecticut
$5.66M +$7.81K +100 +0.1%
LTFS
429
Ladenburg Thalmann Financial Services
Florida
$5.65M +$305K +3,907 +6%
CCM
430
Cohen Capital Management
California
$5.61M
PPCM
431
Pillar Pacific Capital Management
California
$5.58M +$285K +3,650 +6%
Fayez Sarofim & Co
432
Fayez Sarofim & Co
Texas
$5.48M
AG
433
Advisor Group
Arizona
$5.45M +$520K +6,658 +11%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$5.44M +$978K +12,517 +23%
AF
435
Alerus Financial
North Dakota
$5.36M -$3.36K -43 -0.1%
HIMC
436
Heritage Investors Management Corp
Maryland
$5.34M +$4.22K +54 +0.1%
FNBT
437
FineMark National Bank & Trust
Florida
$5.31M +$256K +3,272 +5%
BFS
438
Bradley Foster & Sargent
Connecticut
$5.3M -$3.07M -39,250 -37%
Truist Financial
439
Truist Financial
North Carolina
$5.25M +$1.44M +18,419 +39%
HTI
440
Hikari Tsushin Inc
Japan
$5.25M
GF
441
Gabelli Funds
New York
$5.24M
FWIA
442
Fort Washington Investment Advisors
Ohio
$5.17M -$40.8K -522 -0.8%
PP
443
Paloma Partners
Connecticut
$5.1M -$128K -1,639 -3%
JPMIA
444
J.P. Marvel Investment Advisors
Massachusetts
$5.09M -$134K -1,711 -3%
ANBT
445
American National Bank & Trust
Texas
$5.09M -$84.6K -1,083 -2%
BCPEM
446
Bain Capital Public Equity Management
Massachusetts
$5.06M +$4.91M +62,800 New
B
447
Bailard
California
$5.02M -$140K -1,787 -3%
Verition Fund Management
448
Verition Fund Management
Connecticut
$5.02M -$1.51M -19,308 -24%
VC
449
Vestor Capital
Illinois
$4.95M -$3.11M -39,837 -39%
TCM
450
Tradition Capital Management
New Jersey
$4.92M -$9.92K -127 -0.2%

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.