Medtronic
MDT
1,268 hedge funds and large institutions have $80.9B invested in Medtronic in 2016 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 422 increasing their positions, 549 reducing their positions, and 139 closing their positions.
16% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 139
0% more funds holding
Funds holding: 1,266 → 1,268 (+2)
0.19% less ownership
Funds ownership: 82.82% → 82.62% (-0.19%)
17% less capital invested
Capital invested by funds: $98B → $80.9B (-$17.1B)
23% less repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 549
43% less funds holding in top 10
Funds holding in top 10: 87 → 50 (-37)
43% less call options, than puts
Call options by funds: $369M | Put options by funds: $647M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$525M |
| 2 |
Legal & General Group
London,
United Kingdom
|
+$525M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$401M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$290M |
| 5 |
D.E. Shaw & Co
New York
|
+$271M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.3B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$525M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$493M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$262M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$251M |
MDT Hedge Fund Activity: Q4 2016 in Review
1,268 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2016, worth a combined $80.9B — down 17% from $98B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new MDT positions and 139 closed out — a net gain of 22 holders — while 422 added to existing stakes and 549 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $525M. The largest seller was Fidelity Investments, cutting an estimated $1.3B.
- 1,268 institutional investors held Medtronic (MDT) as of Q4 2016, up from 1,266 in Q3 2016.
- Funds reported $80.9B of Medtronic stock for Q4 2016, down 17% quarter-over-quarter.
- 161 funds opened new Medtronic positions in Q4 2016 and 139 closed out, a net change of +22 holders.
- The largest Medtronic buyer in Q4 2016 was Massachusetts Financial Services, an estimated $525M added.
- The largest Medtronic seller in Q4 2016 was Fidelity Investments, an estimated $1.3B sold.
Based on aggregated 13F filings for Q4 2016.