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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
DIA
1176
Davidson Investment Advisors
Montana
$98K -$39.1K -500 -29%
AIM
1177
Advantage Investment Management
Iowa
$97K +$1.56K +20 +2%
PAM
1178
Paradigm Asset Management
New York
$96.7K
LWM
1179
LBA Wealth Management
Florida
$92K
M
1180
MOTCO
Texas
$92K +$31.2K +400 +54%
IIC
1181
Integrated Investment Consultants
Michigan
$90K
SHJ
1182
Sharkey, Howes & Javer
Colorado
$89K
EFSCE
1183
Enterprise Financial Services Corp (EFSC)
Missouri
$88K +$14.8K +189 +21%
NEI
1184
Northwest & Ethical Investments
Ontario, Canada
$86.4K
CIAN
1185
Capstone Investment Advisors (Netherlands)
New York
$86K +$83.1K +1,064 New
DMK
1186
David M. Knott
$85K
FPS
1187
Fieldpoint Private Securities
Connecticut
$84K +$81.6K +1,045 New
MUS
1188
Mitsubishi UFJ Securities
Japan
$82K +$75.8K +970 +1,940%
LA
1189
Legacy Advisors
Pennsylvania
$80K
AIS
1190
Accurate Investment Solutions
Pennsylvania
$78K
PWM
1191
Perigon Wealth Management
California
$78K
CHP
1192
Cable Hill Partners
Oregon
$78K +$3.52K +45 +5%
PFBT
1193
Parkside Financial Bank & Trust
Missouri
$76K +$1.8K +23 +3%
PMFA
1194
Plante Moran Financial Advisors
Michigan
$74K +$22.6K +289 +46%
AIM
1195
Arcadia Investment Management
Michigan
$73K
WP
1196
WealthPLAN Partners
Nebraska
$72K +$70.1K +898 New
MWM
1197
Mascoma Wealth Management
New Hampshire
$67K
AC
1198
Alexandria Capital
Virginia
$64K -$8.05K -103 -12%
SIAP
1199
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K -$5.08K -65 -8%
AWM
1200
AllSquare Wealth Management
New York
$59K -$31.2K -400 -35%

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.