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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
MSA
276
Mason Street Advisors
Wisconsin
$15.2M +$40.2K +502 +0.3%
MA
277
MUFG Americas
New York
$14.8M -$1.07M -13,401 -7%
M&T Bank
278
M&T Bank
New York
$14.7M -$1.05M -13,065 -7%
SAM
279
Sectoral Asset Management
Quebec, Canada
$14.7M -$7.97M -99,550 -35%
Voloridge Investment Management
280
Voloridge Investment Management
Florida
$14.7M -$10.1M -125,843 -41%
TAM
281
Trillium Asset Management
Massachusetts
$14.6M -$199K -2,486 -1%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$14.6M +$634K +7,918 +5%
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$14.5M +$793K +9,900 +6%
RJFSA
284
Raymond James Financial Services Advisors
Florida
$14.4M -$727K -9,078 -5%
MIH
285
Madison Investment Holdings
Wisconsin
$14.4M +$2.63M +32,798 +23%
MSV
286
MN Services Vermogensbeheer
Netherlands
$14.2M -$1.15M -14,400 -6%
FWIA
287
Fort Washington Investment Advisors
Ohio
$14.2M +$8.38M +104,650 +147%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$14.1M +$301K +3,757 +2%
LPL Financial
289
LPL Financial
California
$14M +$443K +5,537 +3%
GQG Partners
290
GQG Partners
Florida
$14M -$8.24M -102,911 -37%
AB
291
Amalgamated Bank
New York
$13.9M +$1.11M +13,803 +9%
SFM
292
Stack Financial Management
Montana
$13.5M -$54.2K -677 -0.4%
ECM
293
Estabrook Capital Management
New York
$13.5M -$531K -6,624 -4%
AAF
294
Andra AP-fonden
Sweden
$13.4M +$806K +10,065 +6%
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3M +$592K +7,389 +5%
PAS
296
Professional Advisory Services
Florida
$13.3M +$66.6K +832 +0.5%
RPAM
297
Rhenman & Partners Asset Management
Sweden
$13.3M -$4M -49,890 -23%
Fisher Asset Management
298
Fisher Asset Management
Washington
$13.3M -$1.98M -24,714 -13%
TAF
299
Tredje AP-fonden
Sweden
$13.3M +$302K +3,772 +2%
DAC
300
Dividend Assets Capital
South Carolina
$13.2M +$13.1M +163,647 New

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.