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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
FCI
401
Financial Counselors Inc
Kansas
$7.16M -$112K -1,399 -2%
PL
402
Parthenon LLC
Kentucky
$7.15M +$305K +3,805 +4%
SAM
403
Sompo Asset Management
Japan
$7.1M +$5.04M +62,940 +252%
BWP
404
Baldwin Wealth Partners
Massachusetts
$7.1M +$7.04M +87,880 New
PPSG
405
Princeton Portfolio Strategies Group
New Jersey
$7.07M +$54.9K +686 +0.8%
BAM
406
Berkshire Asset Management
Pennsylvania
$7.03M +$185K +2,310 +3%
KIA
407
KCM Investment Advisors
California
$7M +$130K +1,622 +2%
SCCM
408
Schafer Cullen Capital Management
New York
$6.96M -$83.7K -1,045 -1%
AMI
409
Amica Mutual Insurance
Rhode Island
$6.95M
AFG
410
American Financial Group
Ohio
$6.86M
Mirae Asset Global Investments
411
Mirae Asset Global Investments
South Korea
$6.85M +$983K +12,272 +17%
MCM
412
Monarch Capital Management
Indiana
$6.75M -$152K -1,895 -2%
KRS
413
Kentucky Retirement Systems
Kentucky
$6.74M -$46.4K -579 -0.7%
WTB
414
Washington Trust Bank
Washington
$6.7M +$99.5K +1,242 +2%
DT
415
Diversified Trust
Tennessee
$6.67M +$449K +5,612 +7%
SIRP
416
Shelter Insurance Retirement Plan
Missouri
$6.62M
LSERS
417
Louisiana State Employees Retirement System
Louisiana
$6.61M -$216K -2,700 -3%
AAIM
418
American Assets Investment Management
California
$6.54M +$10.4K +130 +0.2%
FPFS
419
First Personal Financial Services
North Carolina
$6.52M -$53.5K -668 -0.8%
SAM
420
Silvercrest Asset Management
New York
$6.49M +$85.7K +1,070 +1%
Jones Financial Companies
421
Jones Financial Companies
Missouri
$6.45M +$75K +936 +1%
IP
422
Isthmus Partners
Wisconsin
$6.43M +$35.9K +448 +0.6%
BUB
423
BBVA USA Bancshares
Texas
$6.33M -$533K -6,654 -8%
LTFS
424
Ladenburg Thalmann Financial Services
Florida
$6.29M +$168K +2,093 +3%
WG
425
Winton Group
United Kingdom
$6.23M +$4.78M +59,625 +340%

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.