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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
KLI
1351
Kelman-Lazarov Inc
Tennessee
-$101K -1,417 Closed
FA
1352
Friess Associates
Delaware
-$79K -1,103 Closed
EARNEST Partners
1353
EARNEST Partners
Georgia
-$50K -705 Closed
ECM
1354
Elgethun Capital Management
South Dakota
-$45K -629 Closed
JIC
1355
Joel Isaacson & Co
New York
-$44K -621 Closed
CIM
1356
Contravisory Investment Management
Massachusetts
-$42K -593 Closed
BAM
1357
Bruderman Asset Management
New York
-$33K -459 Closed
EF
1358
Empirical Finance
Pennsylvania
-$32K -441 Closed
SIG
1359
Stanford Investment Group
California
-$28K -400 Closed
GS
1360
GAM Systematic
United Kingdom
-$27K -381 Closed
BWP
1361
Baldwin Wealth Partners
Massachusetts
-$23K -319 Closed
PCM
1362
Penserra Capital Management
California
-$20K -291 Closed
FAN
1363
Financial Advisors Network
California
-$20.3K -272 Closed
LF
1364
Lee Financial
Texas
-$11K -161 Closed
PSC
1365
Prentiss Smith & Co
Vermont
-$10K -141 Closed
DPA
1366
Delphi Private Advisors
California
-$8K -108 Closed
BA
1367
BCM Advisors
Louisiana
-$7K -95 Closed
VWM
1368
Valley Wealth Managers
New Jersey
-$1K -20 Closed
BCMIO
1369
Beacon Capital Management Inc (Ohio)
Ohio
+$78 +1 New
KLWA
1370
Kelly Lawrence W & Associates
California
+$78 +1 New

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.