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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
BW
1076
Bison Wealth
Georgia
$264K -$43.3K -554 -14%
TSW
1077
Thompson Siegel & Walmsley
Virginia
$263K -$7.03M -89,998 -97%
ACP
1078
Arcus Capital Partners
Georgia
$260K
BMO
1079
Beck Mack & Oliver
New York
$260K
MCM
1080
Maple Capital Management
Vermont
$259K +$251K +3,210 New
PB
1081
Pinnacle Bancorp
Nebraska
$258K +$250K +3,201 New
AAM
1082
Aureus Asset Management
Massachusetts
$256K +$241K +3,081 New
BDF
1083
Balasa Dinverno & Foltz
$252K -$47.3K -606 -16%
HSA
1084
HBK Sorce Advisory
Pennsylvania
$249K +$241K +3,085 New
BL
1085
Balentine LLC
Georgia
$246K -$25.8K -330 -10%
PM
1086
Parametrica Management
Hong Kong
$244K -$18.5K -237 -7%
SIAS
1087
Shine Investment Advisory Services
Colorado
$244K +$236K +3,025 New
CWA
1088
Cypress Wealth Advisors
California
$244K +$236K +3,026 New
DG
1089
Davidson & Garrard
Virginia
$244K +$237K +3,032 New
BFA
1090
Bragg Financial Advisors
North Carolina
$243K -$3.13K -40 -1%
LP
1091
LMR Partners
United Kingdom
$242K -$2.34M -29,950 -91%
RCG
1092
Ruane, Cunniff & Goldfarb
New York
$242K
FPB
1093
First PREMIER Bank
South Dakota
$240K -$27.3K -350 -11%
BFC
1094
Blue Fin Capital
Rhode Island
$236K -$15.6K -200 -6%
FI
1095
FormulaFolio Investments
Michigan
$236K +$229K +2,929 New
Kovitz Investment Group Partners
1096
Kovitz Investment Group Partners
Illinois
$236K +$229K +2,931 New
GP
1097
Girard Partners
Pennsylvania
$235K -$2.42K -31 -1%
JGIA
1098
Jackson Grant Investment Advisers
Connecticut
$235K +$703 +9 +0.3%
CPO
1099
Cerity Partners OCIO
New York
$234K +$227K +2,907 New
GA
1100
Gateway Advisory
New Jersey
$234K +$228K +2,918 New

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.