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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
HA
101
Homestead Advisers
Virginia
$110M
PI
102
PGGM Investments
Netherlands
$109M +$70.1M +896,954 +198%
Boston Partners
103
Boston Partners
Massachusetts
$107M +$2.89M +37,028 +3%
WRF
104
Waddell & Reed Financial
Kansas
$106M -$176M -2,248,319 -63%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$103M -$27.8M -356,098 -22%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$101M +$1.18M +15,043 +1%
Hotchkis & Wiley Capital Management
107
Hotchkis & Wiley Capital Management
California
$99.6M -$1.21M -15,554 -1%
BG
108
Bahl & Gaynor
Ohio
$99.4M -$8.88M -113,629 -8%
EVM
109
Eaton Vance Management
Massachusetts
$98.9M -$115M -1,477,059 -55%
RJA
110
Raymond James & Associates
Florida
$92.5M +$5.7M +72,924 +7%
SI
111
Sentry Investments
Ontario, Canada
$88.1M +$398K +5,100 +0.5%
FAM
112
Fred Alger Management
New York
$88.1M -$12.3M -157,634 -13%
Loomis, Sayles & Company
113
Loomis, Sayles & Company
Massachusetts
$88M +$19.6M +251,247 +30%
USSCPF
114
United States Steel & Carnegie Pension Fund
New York
$87.5M
KBC Group
115
KBC Group
Belgium
$87.4M +$8.34M +106,706 +11%
Citigroup
116
Citigroup
New York
$86M +$18.3M +233,995 +28%
AGA
117
Altrinsic Global Advisors
Connecticut
$85.8M -$458K -5,858 -0.5%
US Bancorp
118
US Bancorp
Minnesota
$85.1M -$2.02M -25,882 -2%
HTC
119
Haverford Trust Company
Pennsylvania
$83.9M +$1.88M +24,094 +2%
VNIM
120
Vaughan Nelson Investment Management
Texas
$83.2M +$8.64M +110,640 +12%
FMI
121
Factory Mutual Insurance
Massachusetts
$82.9M
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$81.9M +$18.2M +232,425 +30%
SEI Investments
123
SEI Investments
Pennsylvania
$81.1M -$12.3M -157,985 -14%
Credit Agricole
124
Credit Agricole
France
$80.4M +$7.08M +90,689 +10%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$80.3M +$852K +10,906 +1%

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.