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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
CPIM
451
Columbia Partners Investment Management
Virginia
$5.41M -$1.33M -16,578 -20%
PA
452
Pinnacle Associates
New York
$5.41M -$906K -11,317 -14%
ZCA
453
Zeke Capital Advisors
Pennsylvania
$5.38M +$1.76M +21,950 +49%
AF
454
Alerus Financial
North Dakota
$5.37M
SBH
455
Segall Bryant & Hamill
Illinois
$5.34M -$205K -2,562 -4%
VAS
456
Valicenti Advisory Services
New York
$5.33M -$36.8K -460 -0.7%
Fayez Sarofim & Co
457
Fayez Sarofim & Co
Texas
$5.33M +$3.28K +41 +0.1%
MME
458
Meag Munich Ergo
Germany
$5.31M +$5.2M +64,873 New
CVM
459
Cheviot Value Management
California
$5.27M -$104K -1,303 -2%
HTI
460
Hikari Tsushin Inc
Japan
$5.26M
PP
461
Prospector Partners
Connecticut
$5.26M +$585K +7,300 +13%
ANBT
462
American National Bank & Trust
Texas
$5.25M +$295K +3,684 +6%
VCA
463
Verdence Capital Advisors
Maryland
$5.24M +$5.2M +64,915 New
MWAC
464
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.23M +$444K +5,541 +9%
TCM
465
Telos Capital Management
California
$5.2M +$236K +2,945 +5%
AIA
466
AGF Investments America
Ontario, Canada
$5.15M +$12.2K +152 +0.2%
Cambridge Investment Research Advisors
467
Cambridge Investment Research Advisors
Iowa
$5.14M +$728K +9,089 +17%
APFBOT
468
Amica Pension Fund Board of Trustees
Rhode Island
$5.14M
AA
469
Ancora Advisors
Ohio
$5.13M +$829K +10,351 +19%
ECM
470
ETrade Capital Management
Virginia
$5.11M +$864K +10,782 +21%
HIMC
471
Heritage Investors Management Corp
Maryland
$5.09M +$4K +50 +0.1%
Temasek Holdings
472
Temasek Holdings
Singapore
$5.09M +$5.05M +63,000 New
B
473
Bailard
California
$5.08M -$247K -3,082 -5%
N
474
Nuveen
North Carolina
$5.05M -$51.3K -641 -1%
JPMIA
475
J.P. Marvel Investment Advisors
Massachusetts
$5.03M -$19.4K -242 -0.4%

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.