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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
NIA
376
Northstar Investment Advisors
Colorado
$8.19M +$269K +3,359 +3%
Creative Planning
377
Creative Planning
Kansas
$8.16M +$302K +3,773 +4%
SMI
378
Shelter Mutual Insurance
Missouri
$8.11M
NPA
379
Nichols & Pratt Advisers
Massachusetts
$8.09M +$10.3K +129 +0.1%
VMPIC
380
Varma Mutual Pension Insurance Co
Finland
$8.07M +$8.01M +100,000 New
SCM
381
Suffolk Capital Management
New York
$7.94M -$6.05M -75,601 -43%
WT
382
Washington Trust
Rhode Island
$7.93M -$19.2K -240 -0.2%
Los Angeles Capital Management
383
Los Angeles Capital Management
California
$7.88M -$30.3M -378,156 -79%
WIC
384
Willis Investment Counsel
Georgia
$7.88M -$3.92K -49 -0.1%
GCC
385
Guardian Capital (Canada)
Ontario, Canada
$7.87M -$2.8K -35 -0%
IHL
386
Investment House LLC
California
$7.73M +$6.01K +75 +0.1%
BC
387
Brinker Capital
Pennsylvania
$7.72M +$536K +6,688 +8%
CCM
388
Cadence Capital Management
Massachusetts
$7.64M -$4.31M -53,821 -36%
WIC
389
Wilkins Investment Counsel
Massachusetts
$7.63M +$31.6K +395 +0.4%
SCM
390
SKBA Capital Management
California
$7.6M +$7.27M +90,740 +2,672%
DADC
391
D.A. Davidson & Co
Montana
$7.51M +$785K +9,805 +12%
AG
392
Advisor Group
Arizona
$7.44M +$1.13M +14,104 +18%
GMI
393
Greystone Managed Investments
Saskatchewan, Canada
$7.41M +$25.9K +324 +0.4%
HNB
394
Huntington National Bank
Ohio
$7.41M -$2.15M -26,783 -23%
GI
395
Gradient Investments
Minnesota
$7.41M +$663K +8,274 +10%
BONST
396
Bank of Nova Scotia Trust
Ontario, Canada
$7.31M +$4.07M +50,797 +128%
GL
397
GLG LLC
New York
$7.3M
MSE
398
MUFG Securities EMEA
United Kingdom
$7.27M
GC
399
Gratus Capital
Georgia
$7.18M +$850K +10,613 +14%
NCM
400
Novare Capital Management
North Carolina
$7.17M +$183K +2,282 +3%

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.