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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
BIMC
601
Benson Investment Management Company
Virginia
$2.27M +$47.3K +605 +2%
FNT
602
First National Trust
Pennsylvania
$2.27M +$82.7K +1,059 +4%
Bessemer Group
603
Bessemer Group
New Jersey
$2.27M +$69.2K +886 +3%
IEFM
604
IQ EQ Fund Management
Ireland
$2.24M -$409K -5,236 -18%
SF
605
Synovus Financial
Georgia
$2.24M +$190K +2,435 +10%
TH
606
TCTC Holdings
Texas
$2.2M -$46.9K -600 -2%
LAM
607
Lebenthal Asset Management
New York
$2.19M +$108K +1,378 +5%
CONA
608
Capital One National Association
New York
$2.18M -$4.81M -61,580 -70%
LBC
609
Lowe Brockenbrough & Co
Virginia
$2.17M +$187K +2,388 +10%
GCP
610
GSA Capital Partners
United Kingdom
$2.17M -$4.73M -60,566 -69%
SAM
611
Smithbridge Asset Management
Pennsylvania
$2.17M -$1.17M -14,995 -36%
EFIC
612
Eliot Finkel Investment Counsel
California
$2.16M
TCOO
613
Trust Company of Oklahoma
Oklahoma
$2.15M +$7.81K +100 +0.4%
RWM
614
Rench Wealth Management
Texas
$2.15M +$11K +141 +0.5%
PCTC
615
Perkins Coie Trust Company
Washington
$2.14M -$13.9K -178 -0.7%
SCM
616
Stuyvesant Capital Management
New York
$2.14M
PI
617
Putnam Investments
Massachusetts
$2.13M -$96.9M -1,240,592 -98%
EWM
618
Evercore Wealth Management
New York
$2.13M +$393K +5,026 +24%
DY
619
Dowling & Yahnke
California
$2.1M -$102K -1,308 -5%
GI
620
GAMCO Investors
Connecticut
$2.08M -$71.3K -913 -3%
LCS
621
Levin Capital Strategies
New York
$2.07M
TSS
622
Two Sigma Securities
New York
$2.07M -$740K -9,478 -27%
CIC
623
Chilton Investment Company
Connecticut
$2.04M -$68.1K -872 -3%
AB
624
AT Bancorp
Iowa
$2.04M +$713K +9,128 +57%
MIM
625
Miller Investment Management
Pennsylvania
$2.03M

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.