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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
QAM
1251
QCI Asset Management
New York
$13K +$12.5K +160 New
AAF
1252
Andra AP-fonden
Sweden
$12.4K -$1.28M -16,400 -10%
SQA
1253
Simon Quick Advisors
New Jersey
$12K -$80.5K -1,030 -88%
ARMC
1254
American Research & Management Company
Massachusetts
$12K -$37.1K -475 -76%
ECM
1255
Exchange Capital Management
Michigan
$12K
PS
1256
Portfolio Solutions
Michigan
$11K +$10.8K +138 New
CP
1257
Corbenic Partners
Pennsylvania
$10K
PCFFS
1258
Pacific Center for Financial Services
California
$10K
SSA
1259
South Street Advisors
New York
$9.1K -$7.78M -99,630 -88%
BWA
1260
Burt Wealth Advisors
Maryland
$9K
PFO
1261
Pathstone Family Office
New Jersey
$9K +$8.44K +108 New
CFA
1262
CT Financial Advisors
Pennsylvania
$8.06K -$15.6K -200 -67%
AA
1263
AlphaMark Advisors
Kentucky
$8K
FCB
1264
First Command Bank
Texas
$8K
FCFS
1265
First Command Financial Services
Texas
$8K
CYG
1266
Clean Yield Group
Vermont
$8K +$7.81K +100 New
WC
1267
Whitnell & Co
Illinois
$5K +$4.76K +61 New
ADL
1268
Asset Dedication LLC
California
$4K
NC
1269
NewSquare Capital
Pennsylvania
$4K
CFA
1270
Camarda Financial Advisors
Florida
$3K -$46K -589 -94%
NYLT
1271
New York Life Trust
New York
$3K -$37.6K -481 -93%
GBBWRPM
1272
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K -$11.2K -143 -85%
Financial Engines Advisors
1273
Financial Engines Advisors
California
$2K -$6.01K -77 -77%
GVT
1274
Genesee Valley Trust
New York
$1.34K +$99.3K +1,271 +8%
SM
1275
Sciencast Management
New Jersey
$1.15K +$103K +1,313 +10%

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.