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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.24B +$345M +4,412,536 +5%
BlackRock
2
BlackRock
New York
$7.01B +$6.54B +83,705,052 +2,513%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.51B -$508M -6,497,585 -9%
State Street
4
State Street
Massachusetts
$5.08B -$74.4M -952,126 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$4.72B +$135M +1,729,715 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.6B -$142M -1,818,110 -3%
Franklin Resources
7
Franklin Resources
California
$3.11B +$111M +1,421,098 +4%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.71B -$286M -3,658,983 -10%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.02B +$210M +2,694,221 +12%
Artisan Partners
10
Artisan Partners
Wisconsin
$1.9B -$24.6M -314,373 -1%
Capital World Investors
11
Capital World Investors
California
$1.82B -$831M -10,633,414 -32%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.63B -$25.2M -322,736 -2%
Bank of America
13
Bank of America
North Carolina
$1.41B +$135M +1,733,193 +11%
Northern Trust
14
Northern Trust
Illinois
$1.28B +$36.5M +467,253 +3%
Lazard Asset Management
15
Lazard Asset Management
New York
$1.26B +$1.13B +14,484,546 +1,230%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.23B -$48.2M -617,551 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.07B +$70.8M +906,581 +7%
Dodge & Cox
18
Dodge & Cox
California
$984M +$119M +1,523,651 +14%
Norges Bank
19
Norges Bank
Norway
$974M +$114M +1,457,440 +14%
Wells Fargo
20
Wells Fargo
California
$961M +$148M +1,895,386 +19%
Morgan Stanley
21
Morgan Stanley
New York
$932M -$29.2M -373,900 -3%
Primecap Management
22
Primecap Management
California
$894M -$131M -1,674,357 -13%
UBS Group
23
UBS Group
Switzerland
$878M +$80.6M +1,032,236 +10%
Ameriprise
24
Ameriprise
Minnesota
$723M -$62.8M -803,617 -8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$663M +$20.9M +267,011 +3%

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.