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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
ANI
426
American National Insurance
Texas
$6.2M
EVM
427
Evelyn V. Moreno
$6.2M -$343K -4,288 -5%
FT
428
Fiduciary Trust
Massachusetts
$6.19M +$771K +9,629 +14%
QC
429
Quadrature Capital
United Kingdom
$6.18M +$6.12M +76,442 New
CCM
430
Copeland Capital Management
Pennsylvania
$6.14M -$180K -2,249 -3%
VFA
431
Virtus Fund Advisers
Connecticut
$6.08M -$131K -1,635 -2%
HR
432
Howe & Rusling
New York
$6.08M -$649K -8,104 -10%
RAG
433
Roof Advisory Group
Pennsylvania
$6.07M +$6.02M +75,133 New
LNB
434
Ledyard National Bank
$5.98M +$87.9K +1,097 +2%
MERSOM
435
Municipal Employees' Retirement System of Michigan
Michigan
$5.93M +$324K +4,050 +6%
QI
436
QS Investors
New York
$5.91M -$115K -1,442 -2%
GH
437
GAM Holding
Switzerland
$5.91M +$5.86M +73,153 New
AP
438
Appleton Partners
Massachusetts
$5.9M -$153K -1,911 -3%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$5.88M +$433K +5,403 +8%
Public Sector Pension Investment Board (PSP Investments)
440
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.84M -$15.5M -194,000 -73%
VC
441
Vicus Capital
Pennsylvania
$5.79M -$38.7K -483 -0.7%
PPCM
442
Pillar Pacific Capital Management
California
$5.78M +$59.6K +744 +1%
FCMC
443
Founders Capital Management (Connecticut)
Connecticut
$5.67M +$27.2K +340 +0.5%
RHAM
444
Round Hill Asset Management
California
$5.63M
FTIOP
445
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.6M -$678K -8,460 -11%
SCA
446
Stonebridge Capital Advisors
Minnesota
$5.57M +$4.88M +60,882 +757%
B
447
Barings
North Carolina
$5.56M +$2.56M +32,000 +87%
FVCM
448
F&V Capital Management
Florida
$5.55M -$231K -2,880 -4%
CCM
449
Cohen Capital Management
California
$5.5M
ACM
450
Atlanta Capital Management
Georgia
$5.44M -$647K -8,082 -11%

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.