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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
SIM
326
Sprucegrove Investment Management
Ontario, Canada
$11.3M -$1.37M -17,100 -11%
WAM
327
Wallington Asset Management
Indiana
$11.1M +$42.7K +533 +0.4%
TBA
328
Tower Bridge Advisors
Pennsylvania
$11.1M +$233K +2,905 +2%
SAM
329
Senzar Asset Management
New York
$11.1M +$1.15M +14,400 +12%
SAM
330
Securian Asset Management
Minnesota
$11.1M +$79.4K +992 +0.7%
DBT
331
Dubuque Bank & Trust
Iowa
$11.1M +$1.03M +12,885 +10%
Truist Financial
332
Truist Financial
North Carolina
$11.1M +$5.14M +64,128 +88%
Connor, Clark & Lunn Investment Management (CC&L)
333
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11M +$2.18M +27,175 +25%
ACM
334
Advisors Capital Management
New Jersey
$10.9M +$1.28M +16,015 +13%
DJSG
335
D.J. St. Germain
Massachusetts
$10.8M -$155K -1,939 -1%
NP
336
NS Partners
United Kingdom
$10.7M +$121K +1,517 +1%
OC
337
Oppenheimer & Co
New York
$10.6M +$279K +3,486 +3%
LHC
338
Levy Harkins & Co
New York
$10.5M -$314K -3,915 -3%
NMERB
339
New Mexico Educational Retirement Board
New Mexico
$10.5M +$232K +2,900 +2%
VC
340
Vestor Capital
Illinois
$10.5M +$154K +1,921 +2%
FNBOO
341
First National Bank of Omaha
Nebraska
$10.4M +$22.2K +277 +0.2%
SOADOR
342
State of Alaska Department of Revenue
Alaska
$10.3M +$9.05M +113,022 +776%
Nomura Holdings
343
Nomura Holdings
Japan
$10.2M +$271K +3,382 +3%
Capital Fund Management (CFM)
344
Capital Fund Management (CFM)
France
$10.1M +$5.07M +63,361 +102%
BB
345
Busey Bank
Illinois
$10.1M -$39.5K -493 -0.4%
SCA
346
Stillwater Capital Advisors
Pennsylvania
$9.96M +$120K +1,502 +1%
SBWIC
347
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.91M +$216K +2,692 +2%
COPPSERS
348
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.78M +$874K +10,912 +10%
JMFC
349
J.M. Forbes & Co
Massachusetts
$9.78M -$130K -1,627 -1%
MCM
350
McRae Capital Management
New Jersey
$9.52M -$65.6K -819 -0.7%

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.