Medtronic
MDT
1,262 hedge funds and large institutions have $100B invested in Medtronic in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 443 increasing their positions, 572 reducing their positions, and 65 closing their positions.
66% more funds holding in top 10
Funds holding in top 10: 67 → 111 (+44)
51% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 65
16% more capital invested
Capital invested by funds: $86.3B → $100B (+$14.2B)
2% more funds holding
Funds holding: 1,240 → 1,262 (+22)
0.19% more ownership
Funds ownership: 83.01% → 83.2% (+0.19%)
23% less repeat investments, than reductions
Existing positions increased: 443 | Existing positions reduced: 572
33% less call options, than puts
Call options by funds: $481M | Put options by funds: $720M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$253M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$191M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$168M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$143M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$518M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$338M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$188M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$163M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$127M |
MDT Hedge Fund Activity: Q2 2016 in Review
1,262 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2016, worth a combined $100B — up 16% from $86.3B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new MDT positions and 65 closed out — a net gain of 33 holders — while 443 added to existing stakes and 572 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $253M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $518M.
- 1,262 institutional investors held Medtronic (MDT) as of Q2 2016, up from 1,240 in Q1 2016.
- Funds reported $100B of Medtronic stock for Q2 2016, up 16% quarter-over-quarter.
- 98 funds opened new Medtronic positions in Q2 2016 and 65 closed out, a net change of +33 holders.
- The largest Medtronic buyer in Q2 2016 was Janus Henderson Investors US, an estimated $253M added.
- The largest Medtronic seller in Q2 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $518M sold.
Based on aggregated 13F filings for Q2 2016.