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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
CCMINC
501
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.42M +$54.6K +682 +1%
PNC
502
Park National Corp
Ohio
$4.42M -$1.29M -16,155 -23%
MIA
503
MainStreet Investment Advisors
Illinois
$4.41M +$4.38M +54,650 New
AC
504
Alley Company
Illinois
$4.39M +$20.3K +254 +0.5%
LMGAM
505
Liberty Mutual Group Asset Management
Massachusetts
$4.36M -$220K -2,752 -5%
KCM
506
Kanawha Capital Management
Virginia
$4.35M +$226K +2,825 +6%
SLI
507
Sumitomo Life Insurance
Japan
$4.24M -$204K -2,550 -5%
SWM
508
SVA Wealth Management
Wisconsin
$4.22M +$216K +2,700 +5%
TRIM
509
Thompson Rubinstein Investment Management
Oregon
$4.12M -$2.56K -32 -0.1%
HP
510
Hikari Power
Japan
$4.09M
CI
511
Cigna Investments
Connecticut
$4.04M -$202K -2,524 -5%
WFMPM
512
Woodley Farra Manion Portfolio Management
Indiana
$4.02M +$94.2K +1,176 +2%
CIC
513
Chilton Investment Company
Connecticut
$4.01M +$1.87M +23,304 +88%
MYAM
514
Meiji Yasuda Asset Management
Japan
$3.99M -$16.8K -210 -0.4%
CMO
515
Covenant Multifamily Offices
Texas
$3.98M -$305K -3,803 -7%
TFA
516
Toth Financial Advisory
Virginia
$3.97M -$101K -1,260 -2%
HL
517
HeadInvest LLC
Maine
$3.96M -$53.8K -672 -1%
PFPT
518
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.95M +$1.32M +16,496 +51%
WB
519
WesBanco Bank
West Virginia
$3.94M +$3.1M +38,741 +386%
JG
520
Jefferies Group
New York
$3.91M -$19M -237,735 -83%
FM
521
Family Management
New York
$3.87M -$128K -1,603 -3%
CSS
522
Cubist Systematic Strategies
Connecticut
$3.82M -$1.18M -14,769 -24%
MC
523
Moors & Cabot
Massachusetts
$3.82M -$10.1K -126 -0.3%
FMC
524
First Merchants Corp
Indiana
$3.81M +$773K +9,651 +26%
DCM
525
Delta Capital Management
New Jersey
$3.81M -$56.1K -700 -1%

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.