Medtronic
MDT
1,563 hedge funds and large institutions have $99B invested in Medtronic in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 630 increasing their positions, 523 reducing their positions, and 108 closing their positions.
85% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 108
21% more funds holding in top 10
Funds holding in top 10: 66 → 80 (+14)
20% more repeat investments, than reductions
Existing positions increased: 630 | Existing positions reduced: 523
5% more funds holding
Funds holding: 1,484 → 1,563 (+79)
4% more call options, than puts
Call options by funds: $669M | Put options by funds: $645M
0.05% more ownership
Funds ownership: 81.75% → 81.81% (+0.05%)
9% less capital invested
Capital invested by funds: $109B → $99B (-$9.73B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$237M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$170M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$151M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$144M |
| 5 |
D.E. Shaw & Co
New York
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$1.09B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$367M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$326M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$265M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$205M |
MDT Hedge Fund Activity: Q4 2018 in Review
1,563 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2018, worth a combined $99B — down 9% from $109B a quarter earlier.
Buyers outnumbered sellers: 200 funds opened new MDT positions and 108 closed out — a net gain of 92 holders — while 630 added to existing stakes and 523 trimmed.
The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was Dodge & Cox, cutting an estimated $1.09B.
- 1,563 institutional investors held Medtronic (MDT) as of Q4 2018, up from 1,484 in Q3 2018.
- Funds reported $99B of Medtronic stock for Q4 2018, down 9% quarter-over-quarter.
- 200 funds opened new Medtronic positions in Q4 2018 and 108 closed out, a net change of +92 holders.
- The largest Medtronic buyer in Q4 2018 was Vanguard Group, an estimated $237M added.
- The largest Medtronic seller in Q4 2018 was Dodge & Cox, an estimated $1.09B sold.
Based on aggregated 13F filings for Q4 2018.