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Medtronic

1,290 hedge funds and large institutions have $87.3B invested in Medtronic in 2017 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 529 increasing their positions, 474 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 94

12% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 474

1.36% more ownership

Funds ownership: 81.46%82.83% (+1.4%)

1% more funds holding

Funds holding: 1,2801,290 (+10)

11% less capital invested

Capital invested by funds: $98.3B → $87.3B (-$11B)

38% less funds holding in top 10

Funds holding in top 10: 6339 (-24)

53% less call options, than puts

Call options by funds: $264M | Put options by funds: $561M

Holders
1,290
Holders Change
+10
Holders Change %
+0.78%
% of All Funds
32.16%
Holding in Top 10
39
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-38.1%
% of All Funds
0.97%
New
113
Increased
529
Reduced
474
Closed
94
Calls
$264M
Puts
$561M
Net Calls
-$297M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$620M -$709M -8,538,761 -52%
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$614M +$963K +11,600 +0.1%
ClearBridge Investments
28
ClearBridge Investments
New York
$585M -$18.6M -224,614 -3%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$580M +$619M +7,457,362 New
Sanders Capital
30
Sanders Capital
Florida
$574M +$59.1M +711,535 +11%
Legal & General Group
31
Legal & General Group
United Kingdom
$555M +$12.4M +149,801 +2%
Invesco
32
Invesco
Georgia
$554M -$16.2M -194,834 -3%
Deutsche Bank
33
Deutsche Bank
Germany
$547M +$250M +3,009,568 +75%
Goldman Sachs
34
Goldman Sachs
New York
$530M +$56.3M +677,657 +11%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$515M +$23.3M +280,406 +4%
Renaissance Technologies
36
Renaissance Technologies
New York
$498M +$495M +5,963,513 +1,374%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$478M +$36.4M +437,922 +8%
Swiss National Bank
38
Swiss National Bank
Switzerland
$434M +$3.13M +37,700 +0.7%
MNA
39
Manning & Napier Advisors
New York
$411M +$7.55M +90,922 +2%
AllianceBernstein
40
AllianceBernstein
Tennessee
$395M -$82.1M -988,842 -16%
AAMU
41
Amundi Asset Management US
Massachusetts
$384M +$3.84M +46,243 +0.9%
Charles Schwab
42
Charles Schwab
California
$373M +$17.3M +208,349 +5%
PP
43
Prudential plc
United Kingdom
$364M +$19M +228,663 +5%
TCIM
44
TIAA CREF Investment Management
New York
$345M -$49.5M -596,639 -12%
Capital International Investors
45
Capital International Investors
California
$344M -$238M -2,869,482 -39%
Aristotle Capital Management
46
Aristotle Capital Management
California
$324M -$179K -2,154 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$317M -$24.7M -297,364 -7%
UBS AM
48
UBS AM
Illinois
$309M +$4.34M +52,238 +1%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$307M +$18.7M +225,563 +6%
Principal Financial Group
50
Principal Financial Group
Iowa
$302M +$23.3M +281,058 +8%

MDT Hedge Fund Activity: Q3 2017 in Review

1,290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2017, worth a combined $87.3B — down 11% from $98.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MDT positions and 94 closed out — a net gain of 19 holders — while 529 added to existing stakes and 474 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $641M. The largest seller was Fidelity Investments, cutting an estimated $1.25B.

  • 1,290 institutional investors held Medtronic (MDT) as of Q3 2017, up from 1,280 in Q2 2017.
  • Funds reported $87.3B of Medtronic stock for Q3 2017, down 11% quarter-over-quarter.
  • 113 funds opened new Medtronic positions in Q3 2017 and 94 closed out, a net change of +19 holders.
  • The largest Medtronic buyer in Q3 2017 was Wellington Management Group, an estimated $641M added.
  • The largest Medtronic seller in Q3 2017 was Fidelity Investments, an estimated $1.25B sold.

Based on aggregated 13F filings for Q3 2017.