We are live on ! Find out more
MDT icon

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
OFS
751
Orrstown Financial Services
Pennsylvania
$1.1M -$20.4K -261 -2%
ACS
752
Archford Capital Strategies
Illinois
$1.1M -$39.3K -503 -4%
NHC
753
Nicholas Hoffman & Company
Georgia
$1.1M +$115K +1,470 +12%
BBA
754
BLB&B Advisors
Pennsylvania
$1.09M -$127K -1,620 -11%
SCM
755
Shelton Capital Management
Colorado
$1.08M -$7.81K -100 -0.7%
RIL
756
Rothschild Investment LLC
Illinois
$1.08M +$32.8K +420 +3%
WIM
757
Westside Investment Management
California
$1.08M +$562K +7,193 +114%
PGFC
758
Peapack-Gladstone Financial Corp
New Jersey
$1.08M -$8.28K -106 -0.8%
AP
759
Advisor Partners
California
$1.06M +$226K +2,897 +28%
SC
760
SouthState Corp
Florida
$1.05M +$78.7K +1,007 +8%
ABC
761
Associated Banc-Corp
Wisconsin
$1.04M -$15.6K -200 -2%
WSFS
762
Wilmington Savings Fund Society
Delaware
$1.03M
DBIA
763
Dumont & Blake Investment Advisors
New Jersey
$1.03M +$1.48K +19 +0.1%
WA
764
WFG Advisors
Texas
$1.03M -$375K -4,796 -27%
HCP
765
Holt Capital Partners
Texas
$1.03M -$7.81K -100 -0.8%
GEA
766
Glen Eagle Advisors
New Jersey
$1.02M +$63.4K +811 +7%
SPC
767
Sigma Planning Corp
Michigan
$998K -$67.6K -865 -7%
EWM
768
Edge Wealth Management
New York
$994K -$1.06M -13,550 -52%
CIA
769
Capital Investment Advisors
Georgia
$984K +$156 +2 +0%
PK
770
Pflug Koory
Nebraska
$973K
MWM
771
Marietta Wealth Management
Georgia
$969K +$940K +12,029 New
MMG
772
Monetary Management Group
Missouri
$964K -$30.9K -395 -3%
HCM
773
Highlander Capital Management
New Jersey
$963K
HTHT
774
Hemenway Trust Hemenway Trust
New Hampshire
$961K +$45.5K +582 +5%
FAAS
775
First Allied Advisory Services
California
$953K -$70.9K -908 -7%

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.