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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
NIC
701
Northwest Investment Counselors
Oregon
$1.37M -$16.2K -208 -1%
DMC
702
Drexel Morgan & Co
Pennsylvania
$1.36M +$204K +2,609 +18%
CSS
703
Cubist Systematic Strategies
Connecticut
$1.36M -$2.54M -32,552 -66%
MA
704
Marshwinds Advisory
Georgia
$1.36M
Cerity Partners
705
Cerity Partners
New York
$1.35M +$1.31M +16,781 New
SWP
706
Stratos Wealth Partners
Ohio
$1.35M +$332K +4,249 +34%
HW
707
Hedeker Wealth
Illinois
$1.34M -$103K -1,316 -7%
DPIM
708
Duff & Phelps Investment Management
Illinois
$1.34M -$50.8K -650 -4%
DSC
709
Duncker Streett & Co
Missouri
$1.33M +$57.9K +741 +5%
ICOA
710
Investment Centers of America
North Dakota
$1.33M +$202K +2,584 +18%
CCWA
711
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.33M +$299K +3,826 +30%
OA
712
Oak Associates
Ohio
$1.33M -$410K -5,250 -24%
WTC
713
WhitTier Trust Company
Nevada
$1.32M -$7.97K -102 -0.6%
TCM
714
Twin Capital Management
Pennsylvania
$1.32M -$123K -1,570 -9%
JDR
715
Jay D. Rosenbaum
$1.31M +$87.9K +1,125 +7%
CCM
716
Condor Capital Management
New Jersey
$1.31M -$37.8K -484 -3%
AL
717
Airain Ltd
Guernsey
$1.3M -$16.6M -213,083 -93%
WA
718
Wheatland Advisors
Pennsylvania
$1.3M -$31.2K -400 -2%
ZB
719
Zions Bancorporation
Utah
$1.29M -$559K -7,151 -31%
GXMC
720
Global X Management Company
New York
$1.29M +$292K +3,735 +30%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$1.28M +$276K +3,538 +29%
TCOV
722
Trust Company of Vermont
Vermont
$1.28M -$134K -1,714 -10%
CCP
723
Corient Capital Partners
California
$1.28M +$254K +3,255 +26%
FIM
724
Fernwood Investment Management
Massachusetts
$1.28M +$11.7K +150 +1%
Mariner
725
Mariner
Kansas
$1.27M -$409K -5,233 -25%

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.