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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
BC
1151
Bartlett & Co
Ohio
$154K -$3.36K -43 -2%
HCM
1152
Horan Capital Management
Maryland
$154K
HCA
1153
Harbour Capital Advisors
Virginia
$154K +$149K +1,906 New
PCP
1154
Proficio Capital Partners
Massachusetts
$153K +$35.3K +452 +33%
EWM
1155
Endurance Wealth Management
Rhode Island
$149K -$11.5K -147 -7%
VIA
1156
Vantage Investment Advisors
Pennsylvania
$149K +$27.2K +348 +23%
FI
1157
FCM Investments
Texas
$145K
KPCM
1158
Kings Point Capital Management
New York
$145K
Cohen & Steers
1159
Cohen & Steers
New York
$138K -$15.3M -195,257 -99%
VCM
1160
Versant Capital Management
Arizona
$138K -$1.09K -14 -0.8%
BIG
1161
Bellwether Investment Group
Tennessee
$136K -$9.61K -123 -7%
KTC
1162
Kistler-Tiffany Companies
Pennsylvania
$123K -$11.6K -148 -9%
BKA
1163
Brick & Kyle Associates
Pennsylvania
$123K
IP
1164
Intellectus Partners
California
$121K -$24.2K -310 -17%
FNB
1165
Farmers National Bank
Kentucky
$121K +$109K +1,398 New
BHIA
1166
Birch Hill Investment Advisors
Massachusetts
$120K +$116K +1,485 New
IUHSA
1167
Itau Unibanco Holding S.A.
Brazil
$120K +$117K +1,494 New
IDBONY
1168
Israel Discount Bank of New York
New York
$117K +$15.6K +200 +16%
First Eagle Investment Management
1169
First Eagle Investment Management
New York
$116K
FFC
1170
First Financial Corp
Indiana
$112K -$49.6K -635 -31%
NSB
1171
Norway Savings Bank
Maine
$112K -$17.6K -225 -14%
WOC
1172
West Oak Capital
California
$109K
OSNBOA
1173
Old Second National Bank of Aurora
Illinois
$108K -$5.55K -71 -5%
SFG
1174
SevenBridge Financial Group
Pennsylvania
$100K -$73.1K -936 -43%
QCG
1175
Quadrant Capital Group
Ohio
$99K -$68.7K -880 -39%

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.