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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
GT
451
Glenview Trust
Kentucky
$4.9M -$157K -2,006 -3%
SBCM
452
Schwerin Boyle Capital Management
Massachusetts
$4.83M
BFA
453
Benedict Financial Advisors
Georgia
$4.74M +$32.1K +411 +0.7%
CAM
454
Cubic Asset Management
Massachusetts
$4.74M +$125K +1,600 +3%
FAB
455
First American Bank
Illinois
$4.73M +$2.77M +35,514 +153%
TCM
456
Telos Capital Management
California
$4.73M +$2.53M +32,385 +123%
LPL Financial
457
LPL Financial
California
$4.72M -$153K -1,961 -3%
OAM
458
Oppenheimer Asset Management
New York
$4.71M +$4.56M +58,431 New
SEC
459
Seven Eight Capital
New York
$4.7M +$1.24M +15,900 +37%
NIM
460
Needham Investment Management
New York
$4.69M
SFS
461
Strategic Financial Services
New York
$4.68M -$33.1K -424 -0.7%
MC
462
Martin & Co
Tennessee
$4.68M -$35.6K -456 -0.8%
DCM
463
Dupont Capital Management
Delaware
$4.63M -$13.4M -171,144 -75%
CI
464
Cigna Investments
Connecticut
$4.62M +$456K +5,833 +11%
ST
465
Somerset Trust
Pennsylvania
$4.62M +$1.09M +14,001 +32%
BFIM
466
Beese Fulmer Investment Management
Ohio
$4.6M +$22.2K +284 +0.5%
Cambridge Investment Research Advisors
467
Cambridge Investment Research Advisors
Iowa
$4.58M -$78.7K -1,007 -2%
SAM
468
Silvercrest Asset Management
New York
$4.58M +$158K +2,024 +4%
CRC
469
Curi RMB Capital
Illinois
$4.58M +$4.44M +56,808 New
TRIM
470
Thompson Rubinstein Investment Management
Oregon
$4.53M -$150K -1,918 -3%
LDB
471
Lee, Danner & Bass
Tennessee
$4.53M -$137K -1,754 -3%
MWAC
472
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.51M -$11.1M -142,562 -72%
EI
473
EDMP Inc
Florida
$4.5M -$46.1K -590 -1%
MPAM
474
Murphy Pohlad Asset Management
Minnesota
$4.48M +$31.8K +407 +0.7%
APFBOT
475
Amica Pension Fund Board of Trustees
Rhode Island
$4.46M

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.