We are live on ! Find out more
MDT icon

Medtronic

1,240 hedge funds and large institutions have $86.3B invested in Medtronic in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 458 increasing their positions, 528 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 90

0.22% more ownership

Funds ownership: 82.79%83.01% (+0.22%)

1% less funds holding

Funds holding: 1,2511,240 (-11)

3% less capital invested

Capital invested by funds: $89.2B → $86.3B (-$2.93B)

13% less repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 528

18% less call options, than puts

Call options by funds: $408M | Put options by funds: $496M

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
1,240
Holders Change
-11
Holders Change %
-0.88%
% of All Funds
33.04%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.79%
New
94
Increased
458
Reduced
528
Closed
90
Calls
$408M
Puts
$496M
Net Calls
-$87.8M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
176
American International Group
New York
$36.4M -$1.78M -23,697 -5%
SOMRS
177
State of Michigan Retirement System
Michigan
$36.3M +$241K +3,200 +0.7%
SRIM
178
Saratoga Research & Investment Management
California
$36.3M -$1.55M -20,525 -4%
IIP
179
Intermede Investment Partners
United Kingdom
$36.2M +$10.5M +138,857 +40%
TPSF
180
Texas Permanent School Fund
Texas
$36.2M -$1.07M -14,259 -3%
First Manhattan
181
First Manhattan
New York
$35.9M -$2.17M -28,829 -6%
SAM
182
Sectoral Asset Management
Quebec, Canada
$35.7M -$5.11M -67,861 -12%
ACA
183
Anchor Capital Advisors
Massachusetts
$35.6M -$1.01M -13,366 -3%
Comerica Bank
184
Comerica Bank
Texas
$35.4M +$2.43M +32,206 +8%
SIC
185
Schwartz Investment Counsel
Michigan
$35.3M -$20.3K -270 -0.1%
FGP
186
Foyston, Gordon, & Payne
Ontario, Canada
$33.5M -$931K -12,362 -3%
KeyBank National Association
187
KeyBank National Association
Ohio
$33M -$4.06M -53,949 -11%
ASRS
188
Arizona State Retirement System
Arizona
$32.9M +$309K +4,100 +0.9%
CCMH
189
Cornerstone Capital Management Holdings
New York
$32.7M +$702K +9,324 +2%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$32.6M -$15M -199,168 -31%
AG
191
Aperio Group
California
$32.6M +$7.02M +93,216 +27%
KBC Group
192
KBC Group
Belgium
$32.5M +$3.62M +48,059 +12%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$31.9M +$380K +5,040 +1%
CEI
194
Clark Estates Inc
New York
$31.8M -$2.26M -30,000 -7%
OI
195
Oakbrook Investments
Illinois
$31.3M -$8.51K -113 -0%
JAM
196
Jupiter Asset Management
United Kingdom
$30.7M -$3.82M -50,753 -11%
RMDI
197
R.M. Davis Inc
Maine
$30.6M +$299K +3,968 +1%
LOAMS
198
Lombard Odier Asset Management (Switzerland)
Switzerland
$30.2M +$6.48M +86,000 +27%
CI
199
Clal Insurance
Israel
$29.9M -$1.28K -17 -0%
Millennium Management
200
Millennium Management
New York
$29M -$3.73M -49,467 -11%

MDT Hedge Fund Activity: Q1 2016 in Review

1,240 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2016, worth a combined $86.3B — down 3.3% from $89.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MDT positions and 90 closed out — a net gain of 4 holders — while 458 added to existing stakes and 528 trimmed.

The largest buyer was Capital World Investors, adding an estimated $551M. The largest seller was Franklin Resources, cutting an estimated $380M.

  • 1,240 institutional investors held Medtronic (MDT) as of Q1 2016, down from 1,251 in Q4 2015.
  • Funds reported $86.3B of Medtronic stock for Q1 2016, down 3.3% quarter-over-quarter.
  • 94 funds opened new Medtronic positions in Q1 2016 and 90 closed out, a net change of +4 holders.
  • The largest Medtronic buyer in Q1 2016 was Capital World Investors, an estimated $551M added.
  • The largest Medtronic seller in Q1 2016 was Franklin Resources, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2016.