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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
WPW
926
Waldron Private Wealth
Pennsylvania
$512K +$502K +6,424 New
WB
927
Webster Bank
Connecticut
$511K +$153K +1,958 +45%
BFM
928
Boothbay Fund Management
New York
$509K -$328K -4,202 -40%
NG
929
Northstar Group
New York
$505K -$43K -550 -8%
MTC
930
McDaniel Terry & Co
Texas
$504K -$3.13K -40 -0.6%
DBG
931
De Burlo Group
Massachusetts
$503K
PIM
932
Penobscot Investment Management
Massachusetts
$502K +$139K +1,775 +40%
FNFDCM
933
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$493K +$150K +1,920 +46%
RC
934
Roundview Capital
New Jersey
$493K +$166K +2,125 +53%
CS
935
Credential Securities
$486K +$39.8K +509 +9%
NFG
936
Next Financial Group
Texas
$482K -$506K -6,481 -53%
WPA
937
West Paces Advisors
Georgia
$480K +$61.4K +786 +15%
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$480K -$162K -2,076 -26%
NPC
939
National Planning Corporation
California
$479K -$34.5K -442 -7%
ANRIA
940
American National Registered Investment Advisor
Texas
$477K
ARTA
941
A.R.T. Advisors
New York
$475K -$398K -5,100 -46%
MNBTD
942
Moody National Bank Trust Division
Texas
$475K -$75K -960 -14%
SSWM
943
Smith Salley Wealth Management
North Carolina
$472K +$11K +141 +2%
PIM
944
Perkins Investment Management
Illinois
$471K +$33.6K +430 +8%
NCM
945
Northside Capital Management
Oregon
$465K +$219K +2,800 +94%
SI
946
SII Investments
Wisconsin
$464K +$5.31K +68 +1%
GSBTD
947
Glenview State Bank Trust Department
Illinois
$459K -$7.81K -100 -2%
IH
948
IFC Holdings
Florida
$455K -$82.8K -1,060 -16%
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$454K -$36K -461 -8%
LIM
950
Leavell Investment Management
Alabama
$454K +$41.9K +536 +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.