Medtronic
MDT
1,240 hedge funds and large institutions have $86.3B invested in Medtronic in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 458 increasing their positions, 528 reducing their positions, and 90 closing their positions.
4% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 90
0.22% more ownership
Funds ownership: 82.79% → 83.01% (+0.22%)
1% less funds holding
Funds holding: 1,251 → 1,240 (-11)
3% less capital invested
Capital invested by funds: $89.2B → $86.3B (-$2.93B)
13% less repeat investments, than reductions
Existing positions increased: 458 | Existing positions reduced: 528
18% less call options, than puts
Call options by funds: $408M | Put options by funds: $496M
21% less funds holding in top 10
Funds holding in top 10: 85 → 67 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$551M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$335M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$302M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$284M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$380M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$358M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$355M |
| 4 |
SIG
Senator Investment Group
New York
|
-$308M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$240M |
MDT Hedge Fund Activity: Q1 2016 in Review
1,240 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2016, worth a combined $86.3B — down 3.3% from $89.2B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new MDT positions and 90 closed out — a net gain of 4 holders — while 458 added to existing stakes and 528 trimmed.
The largest buyer was Capital World Investors, adding an estimated $551M. The largest seller was Franklin Resources, cutting an estimated $380M.
- 1,240 institutional investors held Medtronic (MDT) as of Q1 2016, down from 1,251 in Q4 2015.
- Funds reported $86.3B of Medtronic stock for Q1 2016, down 3.3% quarter-over-quarter.
- 94 funds opened new Medtronic positions in Q1 2016 and 90 closed out, a net change of +4 holders.
- The largest Medtronic buyer in Q1 2016 was Capital World Investors, an estimated $551M added.
- The largest Medtronic seller in Q1 2016 was Franklin Resources, an estimated $380M sold.
Based on aggregated 13F filings for Q1 2016.