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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
KF
1201
Krilogy Financial
Missouri
$58K
SWA
1202
Sutton Wealth Advisors
Florida
$56.3K +$13.7K +175 +33%
AFIA
1203
America First Investment Advisors
Nebraska
$56K
HCM
1204
Horrell Capital Management
Arkansas
$56K
AIM
1205
Assured Investment Management
New York
$56K +$1.01K +13 +2%
RFA
1206
Reilly Financial Advisors
California
$51K +$9.45K +121 +24%
CAW
1207
Cornerstone Advisors (Washington)
Washington
$50K -$8.44K -108 -15%
MIC
1208
MU Investments Company
Japan
$49K -$11.7K -150 -20%
SBL
1209
Sargent Bickham Lagudis
Colorado
$49K -$11.7K -150 -20%
CCM
1210
Cribstone Capital Management
Maine
$49K
CFG
1211
CKW Financial Group
Hawaii
$48K +$46.9K +600 New
ACM
1212
AUA Capital Management
Pennsylvania
$47K
CPIG
1213
Chicago Partners Investment Group
Illinois
$47K +$45.9K +588 New
JCM
1214
Jacobi Capital Management
Pennsylvania
$46K +$1.72K +22 +4%
TC
1215
Trust Company
Kansas
$46K +$9.37K +120 +27%
CG
1216
Cutler Group
California
$45K -$442K -5,663 -91%
WA
1217
Winfield Associates
Ohio
$45K +$18.7K +239 +72%
TCM
1218
Tradewinds Capital Management
Washington
$44K -$30.1K -385 -41%
CPA
1219
Clear Perspective Advisors
Illinois
$44K -$2.81K -36 -6%
CAL
1220
Capital Analysts LLC
Pennsylvania
$43.6K +$78 +1 +0.2%
AIM
1221
Acrospire Investment Management
Illinois
$42K -$15.6K -200 -28%
SNT
1222
Security National Trust
West Virginia
$42K
HCC
1223
Hirtle Callaghan & Co
Pennsylvania
$40K
CFS
1224
Commonwealth Financial Services
West Virginia
$39K
TDC
1225
Thompson Davis & Co
Virginia
$36K +$7.81K +100 +28%

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.