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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
MHS
826
M Holdings Securities
Oregon
$808K +$45.9K +587 +6%
CCA
827
Checchi Capital Advisers
California
$799K -$72.2K -924 -9%
IR
828
IAT Reinsurance
New York
$798K -$160K -2,050 -17%
WB
829
WesBanco Bank
West Virginia
$794K -$99.6K -1,275 -11%
IAM
830
Impax Asset Management
New Hampshire
$792K +$46.9K +600 +6%
LKIM
831
Lawson Kroeker Investment Management
Nebraska
$789K +$5.86K +75 +0.8%
PCMM
832
Private Capital Management (Minnesota)
Minnesota
$785K -$219K -2,800 -22%
CB
833
Community Bank
New York
$785K -$21.4K -274 -3%
BSWMG
834
Barrington Strategic Wealth Management Group
Illinois
$773K -$43.6K -558 -5%
RCM
835
Riverhead Capital Management
Delaware
$771K +$205K +2,626 +38%
ACC
836
Accident Compensation Corp
New Zealand
$765K -$156K -2,000 -17%
BRWA
837
B. Riley Wealth Advisors
Florida
$761K +$20K +256 +3%
RCA
838
Rowland Carmichael Advisors
Arizona
$760K -$94K -1,204 -11%
AF
839
Affiance Financial
Minnesota
$752K -$94.4K -1,209 -11%
AI
840
Atria Investments
North Carolina
$744K +$202K +2,591 +39%
TFA
841
Transamerica Financial Advisors
Florida
$740K -$2.89K -37 -0.4%
WAM
842
Weatherly Asset Management
California
$738K -$60.1K -770 -8%
ODCM
843
Old Dominion Capital Management
Virginia
$730K -$31K -397 -4%
LPT
844
Legacy Private Trust
Wisconsin
$730K +$417K +5,340 +144%
SOAMC
845
Spirit of America Management Corp
New York
$727K
JIM
846
Jensen Investment Management
Oregon
$722K -$195K -2,500 -22%
LJAC
847
L.J. Altfest & Co
New York
$719K -$2.81K -36 -0.4%
RCM
848
Radnor Capital Management
Pennsylvania
$717K -$52.7K -675 -7%
HCM
849
Highbridge Capital Management
New York
$713K -$30.9M -395,240 -98%
SLG
850
Stanley-Laman Group
Pennsylvania
$710K -$101K -1,298 -13%

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.