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
BWM
801
BerganKDV Wealth Management
Minnesota
$872K -$284K -3,632 -25%
JAFL
802
Jay A. Fishman Ltd
Michigan
$869K -$19K -243 -2%
IPC
803
Independent Portfolio Consultants
Florida
$865K +$9.92K +127 +1%
IB
804
Intrust Bank
Kansas
$861K +$21.2K +272 +3%
IAA
805
Independent Advisor Alliance
North Carolina
$861K +$177K +2,264 +27%
MBTD
806
Mechanics Bank - Trust Department
California
$856K -$11.6K -148 -1%
HPCM
807
High Pointe Capital Management
Illinois
$854K +$828K +10,600 New
TW
808
Transform Wealth
Colorado
$853K +$1.8K +23 +0.2%
MFW
809
Mosaic Family Wealth
Missouri
$849K +$341K +4,371 +71%
BBI
810
Baxter Bros Inc
Connecticut
$848K -$68.3K -875 -8%
SI
811
Sprott Inc
Ontario, Canada
$846K -$129K -1,650 -14%
QI
812
Quotient Investors
New York
$846K +$23.4K +300 +3%
GLA
813
Great Lakes Advisors
Illinois
$845K +$49.4K +632 +6%
PL
814
Perpetual Ltd
Australia
$838K
SRC
815
Shufro Rose & Co
New York
$836K +$2.19K +28 +0.3%
TCOT
816
Trust Company of Toledo
Ohio
$835K -$49.6K -635 -6%
GAM
817
Gould Asset Management
California
$835K -$6.95K -89 -0.9%
WA
818
Waverly Advisors
Alabama
$833K +$336K +4,298 +71%
CIC
819
Carnegie Investment Counsel
Ohio
$825K -$181K -2,317 -19%
AAM
820
Azzad Asset Management
Virginia
$823K +$798K +10,212 New
LG
821
LaFleur & Godfrey
Michigan
$822K -$580K -7,425 -42%
AWE
822
Avidian Wealth Enterprises
Texas
$822K +$396K +5,070 +99%
WG
823
Winton Group
United Kingdom
$821K -$213K -2,727 -21%
CS
824
Comerica Securities
Michigan
$818K +$89.2K +1,142 +13%
CAM
825
Cypress Asset Management
Texas
$808K -$8.59K -110 -1%

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.