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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
VNA
1226
Valley National Advisers
Pennsylvania
$36K +$23.9K +306 +219%
Winslow Capital Management
1227
Winslow Capital Management
Minnesota
$33K -$11.8K -151 -27%
JAM
1228
Jolley Asset Management
North Carolina
$28K
PHK
1229
Point72 Hong Kong
Hong Kong
$26K -$364K -4,657 -94%
FWM
1230
Focused Wealth Management
New York
$26K
JWA
1231
JFS Wealth Advisors
Pennsylvania
$26K
AA
1232
Apriem Advisors
California
$25K -$51.4K -658 -68%
GAM
1233
Gemmer Asset Management
California
$25K -$1.95K -25 -7%
NCM
1234
Nelson Capital Management
California
$25K
BC
1235
Barnett & Company
Tennessee
$24K
GBT
1236
Grove Bank & Trust
Florida
$23K
MA
1237
MCF Advisors
Kentucky
$23K +$20.1K +257 +756%
FFW
1238
Fusion Family Wealth
New York
$21K -$11.9K -152 -37%
WAS
1239
Winch Advisory Services
Wisconsin
$20K -$1.5M -19,213 -99%
BTIS
1240
BB&T Investment Services
North Carolina
$19K -$12K -153 -40%
PRS
1241
Pinkerton Retirement Specialists
Idaho
$18K -$108K -1,382 -86%
JIR
1242
James Investment Research
Ohio
$17K
RFWA
1243
RPg Family Wealth Advisory
Massachusetts
$16.6K -$18.6K -238 -54%
AWM
1244
Avior Wealth Management
Nebraska
$16K -$8.05K -103 -34%
CJA
1245
C-J Advisory
California
$16K -$4.76K -61 -24%
MWM
1246
MinichMacGregor Wealth Management
New York
$16K
FMP
1247
Financial Management Professionals
Texas
$16K +$15.6K +200 New
FA
1248
Fortis Advisors
Pennsylvania
$16K +$15.6K +200 New
BAM
1249
Barrett Asset Management
New York
$15K
FBT
1250
First Bank & Trust
South Dakota
$15K

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.