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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
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$611M -$22.8M -284,500 -4%
Sanders Capital
27
Sanders Capital
Florida
$608M +$11.5M +144,100 +2%
ClearBridge Investments
28
ClearBridge Investments
New York
$603M -$4.66M -58,173 -0.8%
American Century Companies
29
American Century Companies
Missouri
$602M -$130M -1,628,095 -18%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$592M -$10.4M -129,663 -2%
Invesco
31
Invesco
Georgia
$583M +$7.5M +93,703 +1%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$567M +$69.7M +870,455 +14%
Legal & General Group
33
Legal & General Group
United Kingdom
$563M -$13.4M -166,924 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$555M +$20M +249,517 +4%
Deutsche Bank
35
Deutsche Bank
Germany
$514M -$54M -673,751 -10%
Swiss National Bank
36
Swiss National Bank
Switzerland
$449M -$1.11M -13,900 -0.2%
AAMU
37
Amundi Asset Management US
Massachusetts
$430M +$31M +387,379 +8%
Charles Schwab
38
Charles Schwab
California
$406M +$18.2M +227,449 +5%
MNG
39
Manning & Napier Group
New York
$398M +$395M +4,934,563 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$390M -$20.3M -253,898 -5%
PP
41
Prudential plc
United Kingdom
$375M -$2.97M -37,108 -0.8%
Capital International Investors
42
Capital International Investors
California
$357M +$631K +7,873 +0.2%
Aristotle Capital Management
43
Aristotle Capital Management
California
$355M +$18.3M +228,388 +5%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$350M +$224M +2,802,318 +184%
TCIM
45
TIAA CREF Investment Management
New York
$344M -$14.6M -182,911 -4%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$341M +$65.8M +821,666 +24%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$337M +$31.7M +396,136 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$330M +$443K +5,531 +0.1%
Principal Financial Group
49
Principal Financial Group
Iowa
$329M +$15.4M +192,008 +5%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$328M +$50M +624,370 +18%

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.