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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
CFD
1051
Creative Financial Designs
Indiana
$281K -$4.69K -60 -2%
AC
1052
Abbrea Capital
California
$281K +$3.52K +45 +1%
HC
1053
Henshaw Capital
Massachusetts
$280K +$272K +3,479 New
WA
1054
WBH Advisory
Maryland
$280K -$19.5K -250 -7%
IWMPD
1055
Integrated Wealth Management (Palm Desert)
California
$279K +$271K +3,469 New
ANTB
1056
AMG National Trust Bank
Colorado
$277K
CIM
1057
CIM Investment Management
Pennsylvania
$277K
GIA
1058
Guyasuta Investment Advisors
Pennsylvania
$277K
SGCA
1059
Steel Grove Capital Advisors
Tennessee
$277K
NIMC
1060
NWQ Investment Management Company
California
$277K +$268K +3,432 New
OFW
1061
Omnia Family Wealth
Florida
$275K -$34.8K -445 -12%
CC
1062
Cedar Capital
Illinois
$275K -$16.8K -215 -6%
VCM
1063
Vigilant Capital Management
Maine
$274K -$5.42M -69,406 -95%
BFG
1064
Beacon Financial Group
Texas
$274K -$38.9K -498 -13%
EA
1065
Edge Advisors
Georgia
$274K +$138K +1,772 +108%
OC
1066
Oakworth Capital
Alabama
$273K -$10K -128 -4%
RG
1067
Rikoon Group
New Mexico
$270K -$119K -1,521 -32%
BSW
1068
Buckingham Strategic Wealth
Missouri
$270K -$71.5K -915 -21%
MWP
1069
MYCIO Wealth Partners
Pennsylvania
$270K +$12K +153 +5%
EWA
1070
Exencial Wealth Advisors
Oklahoma
$270K +$263K +3,362 New
SIM
1071
Sonora Investment Management
Arizona
$269K +$162K +2,080 +165%
HAG
1072
HighPoint Advisor Group
Illinois
$269K -$52.8K -676 -17%
LNC
1073
Lincoln National Corp
Pennsylvania
$269K +$261K +3,342 New
IPAM
1074
ICICI Prudential Asset Management
India
$266K
WSTAM
1075
Wilbanks Smith & Thomas Asset Management
Virginia
$265K +$7.42K +95 +3%

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.