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Medtronic

1,408 hedge funds and large institutions have $89.4B invested in Medtronic in 2017 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 519 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 84

10% more funds holding in top 10

Funds holding in top 10: 3943 (+4)

9% more funds holding

Funds holding: 1,2901,408 (+118)

2% more capital invested

Capital invested by funds: $87.3B → $89.4B (+$2.09B)

2% less repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 527

1.03% less ownership

Funds ownership: 82.83%81.79% (-1%)

33% less call options, than puts

Call options by funds: $431M | Put options by funds: $648M

Holders
1,408
Holders Change
+118
Holders Change %
+9.15%
% of All Funds
31.93%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.98%
New
214
Increased
519
Reduced
527
Closed
84
Calls
$431M
Puts
$648M
Net Calls
-$217M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
226
Federated Hermes
Pennsylvania
$22.1M +$8.55M +106,752 +64%
AAM
227
Advisors Asset Management
Colorado
$21.7M +$385K +4,810 +2%
CT
228
Cambridge Trust
Massachusetts
$21.3M -$307K -3,830 -1%
MHC
229
Meyer Handelman Company
New York
$21.3M -$5.07M -63,324 -19%
CFB
230
Cullen/Frost Bankers
Texas
$20.7M +$166K +2,071 +0.8%
TAM
231
Troy Asset Management
United Kingdom
$20.6M +$4.36M +54,500 +27%
O
232
OrbiMed
New York
$20.5M -$50M -624,800 -71%
ERSOT
233
Employees Retirement System of Texas
Texas
$20.5M -$16.4M -204,900 -45%
URS
234
Utah Retirement Systems
Utah
$20.4M +$72.1K +900 +0.4%
CS
235
Central Securities
New York
$20.2M
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$20.2M -$839K -10,475 -4%
RHBC
237
R.H. Bluestein & Co
Michigan
$20.1M -$1.25M -15,618 -6%
GT
238
Glenmede Trust
Pennsylvania
$20M -$1.33M -16,643 -6%
CAG
239
Crestwood Advisors Group
Massachusetts
$19.9M -$436K -5,444 -2%
RP
240
Riverbridge Partners
Minnesota
$19.7M -$42.9K -536 -0.2%
RMA
241
Roffman Miller Associates
Pennsylvania
$19.6M +$449K +5,601 +2%
XK
242
Xact Kapitalforvaltning
Sweden
$19.4M +$1.21M +15,053 +7%
PSUF
243
People's United Financial
Connecticut
$19.2M -$978K -12,210 -5%
DCM
244
Donaldson Capital Management
Indiana
$19M -$1.98M -24,756 -10%
CBT
245
Capital Bank & Trust
California
$18.5M -$31.9M -398,532 -63%
BTS
246
BB&T Securities
Virginia
$18.5M -$284K -3,546 -2%
EIP
247
Epoch Investment Partners
New York
$18.4M -$686K -8,563 -4%
CLOS
248
Compagnie Lombard Odier SCmA
Switzerland
$18.2M +$8.98M +112,066 +99%
DZ Bank
249
DZ Bank
Germany
$17.8M -$18.4M -230,108 -51%
SB
250
Suntrust Banks
Georgia
$17.7M -$6.96M -86,917 -28%

MDT Hedge Fund Activity: Q4 2017 in Review

1,408 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2017, worth a combined $89.4B — up 2.4% from $87.3B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new MDT positions and 84 closed out — a net gain of 130 holders — while 519 added to existing stakes and 527 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $492M. The largest seller was Fidelity Investments, cutting an estimated $1.68B.

  • 1,408 institutional investors held Medtronic (MDT) as of Q4 2017, up from 1,290 in Q3 2017.
  • Funds reported $89.4B of Medtronic stock for Q4 2017, up 2.4% quarter-over-quarter.
  • 214 funds opened new Medtronic positions in Q4 2017 and 84 closed out, a net change of +130 holders.
  • The largest Medtronic buyer in Q4 2017 was Dodge & Cox, an estimated $492M added.
  • The largest Medtronic seller in Q4 2017 was Fidelity Investments, an estimated $1.68B sold.

Based on aggregated 13F filings for Q4 2017.