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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
WIC
851
Whitegate Investment Counselors
New Hampshire
$709K -$224K -2,870 -25%
SFG
852
SNS Financial Group
Minnesota
$708K +$395K +5,059 +136%
GLRA
853
Gerald L. Ray & Associates
Texas
$707K +$304K +3,886 +79%
JWBC
854
J.W. Burns & Co
New York
$704K +$5.16K +66 +0.8%
Acadian Asset Management
855
Acadian Asset Management
Massachusetts
$694K +$673K +8,611 New
Mackenzie Financial
856
Mackenzie Financial
Ontario, Canada
$692K -$1.01M -12,884 -60%
ARMT
857
Amica Retiree Medical Trust
Rhode Island
$688K
CFA
858
Cahill Financial Advisors
Minnesota
$687K +$1.01K +13 +0.2%
VWM
859
Venturi Wealth Management
Texas
$685K -$1.05M -13,392 -61%
SCA
860
Stonebridge Capital Advisors
Minnesota
$685K +$5.31K +68 +0.8%
SMC
861
Smith, Moore & Co
Missouri
$685K +$26.9K +345 +4%
BFO
862
Boston Family Office
Massachusetts
$680K -$67.8K -868 -9%
NSAM
863
North Star Asset Management
Wisconsin
$680K -$11.7K -150 -2%
WAM
864
Wealthspire Advisors (Maryland)
Maryland
$673K -$66.6K -852 -9%
FCH
865
Freestone Capital Holdings
Washington
$673K +$653K +8,358 New
PL
866
Plancorp LLC
Missouri
$670K +$7.34K +94 +1%
OAJ
867
Ogorek Anthony Joseph
New York
$660K
BAC
868
Boys Arnold & Co
North Carolina
$658K -$316K -4,047 -33%
ST
869
Smithfield Trust
Pennsylvania
$657K -$130K -1,666 -17%
TRCT
870
Tower Research Capital (TRC)
New York
$655K -$2.45M -31,374 -79%
MCM
871
Maryland Capital Management
Maryland
$646K -$46.9K -600 -7%
FQ
872
First Quadrant
California
$644K -$156K -2,000 -20%
FHA
873
First Horizon Advisors
Tennessee
$636K -$85.6K -1,096 -12%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$636K +$78 +1 +0%
MSAM
875
Moloney Securities Asset Management
Missouri
$631K +$57K +730 +10%

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.