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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
PI
301
PineBridge Investments
New York
$13.2M +$2.95M +36,842 +29%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$13.2M -$2.57M -32,056 -16%
EDRH
303
Edmond de Rothschild Holding
Switzerland
$13.1M -$685K -8,553 -5%
Robeco Institutional Asset Management
304
Robeco Institutional Asset Management
Netherlands
$13.1M +$2.49M +31,057 +24%
AP
305
AHL Partners
United Kingdom
$13M +$2.89M +36,029 +29%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$478K +5,973 +4%
DWT
307
Dorsey & Whitney Trust
South Dakota
$12.8M +$12.7M +158,275 New
AWCI
308
Alpine Woods Capital Investors
New York
$12.6M -$16K -200 -0.1%
Brown Advisory
309
Brown Advisory
Maryland
$12.6M +$7.38M +92,171 +143%
HVIA
310
Hudson Valley Investment Advisors
New York
$12.6M -$522K -6,518 -4%
PTC
311
Philadelphia Trust Company
Pennsylvania
$12.6M +$208K +2,601 +2%
AAM
312
Auxier Asset Management
Oregon
$12.5M +$567K +7,085 +5%
ONB
313
Old National Bancorp
Indiana
$12.5M -$569K -7,106 -4%
CG
314
Colony Group
Massachusetts
$12.5M +$281K +3,511 +2%
B
315
BP
United Kingdom
$12.3M -$481K -6,000 -4%
Kayne Anderson Rudnick Investment Management
316
Kayne Anderson Rudnick Investment Management
California
$12.3M -$207K -2,581 -2%
TA
317
Tamarack Advisers
California
$12.1M -$1.2M -15,000 -9%
DDPIC
318
Deroy & Devereaux Private Investment Counsel
Michigan
$12M +$157K +1,965 +1%
CBUSF
319
Construction & Building Unions Superannuation Fund
Australia
$11.8M +$11.7M +146,538 New
OPERF
320
Oregon Public Employees Retirement Fund
Oregon
$11.8M
MFWM
321
Motley Fool Wealth Management
Virginia
$11.7M +$174K +2,178 +2%
NAM
322
Nissay Asset Management
Japan
$11.4M +$11.3M +141,604 New
WC
323
Woodstock Corp
Massachusetts
$11.4M -$167K -2,085 -1%
Wolverine Trading
324
Wolverine Trading
Illinois
$11.4M +$10M +125,263 +802%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$11.4M +$3.74M +46,692 +50%

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.