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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
CG
676
Caprock Group
Idaho
$1.58M -$76.4K -978 -5%
CAN
677
Cetera Advisor Networks
California
$1.57M +$157K +2,012 +11%
EM
678
ELCO Management
New York
$1.57M +$28.9K +370 +2%
OA
679
Oxbow Advisors
Texas
$1.55M +$1.5M +19,252 New
BO
680
Bank OZK
Arkansas
$1.54M +$136K +1,735 +10%
NRS
681
Neville Rodie & Shaw
New York
$1.54M -$93.7K -1,200 -6%
BCFS
682
Butensky & Cohen Financial Security
Florida
$1.53M +$46.5K +595 +3%
EP
683
Elkfork Partners
Oregon
$1.53M +$409K +5,236 +38%
FFWA
684
FRG Family Wealth Advisors
Washington
$1.53M -$51.9K -664 -3%
ZCA
685
Zeke Capital Advisors
Pennsylvania
$1.53M +$606K +7,761 +69%
LD
686
Lipe & Dalton
New York
$1.51M -$51.6K -660 -3%
CAM
687
Columbia Asset Management
Michigan
$1.5M
CWM
688
Concentric Wealth Management
California
$1.5M +$1.8K +23 +0.1%
DR
689
Davis Rea
Ontario, Canada
$1.49M
HCMT
690
Highland Capital Management (Tennessee)
Tennessee
$1.49M -$76.3K -977 -5%
PWP
691
Private Wealth Partners
California
$1.47M +$137K +1,750 +11%
AC
692
AFAM Capital
Texas
$1.46M -$11.4K -146 -0.8%
MHIC
693
Marble Harbor Investment Counsel
Massachusetts
$1.44M +$11.7K +150 +0.8%
FG
694
Fiduciary Group
Georgia
$1.42M +$1.38M +17,666 New
IC
695
Investment Counsel
Michigan
$1.42M -$6.06M -77,600 -82%
CHC
696
City Holding Co
West Virginia
$1.42M +$255K +3,265 +23%
LFAS
697
Level Four Advisory Services
Texas
$1.39M -$267K -3,412 -16%
ACPU
698
Arrowgrass Capital Partners (US)
Delaware
$1.39M +$1.23M +15,803 +1,092%
LOAME
699
Lombard Odier Asset Management (Europe)
United Kingdom
$1.38M -$182K -2,333 -12%
SACTSONJ
700
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M

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.