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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
PA
526
Profund Advisors
Maryland
$3.81M -$1.17M -14,554 -24%
AIA
527
Allied Investment Advisors
Montana
$3.81M +$3.77M +47,117 New
ACM
528
Argyle Capital Management
Pennsylvania
$3.8M
CA
529
Cornerstone Advisors
North Carolina
$3.79M +$481K +6,000 +15%
WJA
530
Williams Jones & Associates
New York
$3.73M -$172K -2,144 -4%
AAM
531
Augustine Asset Management
Florida
$3.72M +$108K +1,348 +3%
JFA
532
JNBA Financial Advisors
Minnesota
$3.68M
MML Investors Services
533
MML Investors Services
Massachusetts
$3.66M +$649K +8,103 +22%
ACPU
534
Arrowgrass Capital Partners (US)
Delaware
$3.66M -$1.89M -23,658 -34%
KIC
535
Keating Investment Counselors
Florida
$3.65M -$525K -6,560 -13%
BL
536
BCWM LLC
Kansas
$3.63M +$34.8K +434 +1%
FWC
537
First Washington Corp
Washington
$3.59M
SAM
538
Symphony Asset Management
California
$3.59M +$3.56M +44,437 New
V
539
Veritable
Delaware
$3.57M -$109K -1,365 -3%
JC
540
Jacobs & Co
California
$3.56M -$11.8K -147 -0.3%
GEM
541
Global Endowment Management
North Carolina
$3.52M +$168K +2,100 +5%
KOCAA
542
Knights of Columbus Asset Advisors
Connecticut
$3.51M +$24K +300 +0.7%
EHC
543
Everett Harris & Co
California
$3.51M -$135K -1,680 -4%
Tudor Investment Corp
544
Tudor Investment Corp
Connecticut
$3.5M -$1.24M -15,508 -26%
Daiwa Securities Group
545
Daiwa Securities Group
Japan
$3.48M +$86.8K +1,084 +3%
LTI
546
Laffer Tengler Investments
Tennessee
$3.48M
Verition Fund Management
547
Verition Fund Management
Connecticut
$3.47M -$55.1K -688 -2%
PAM
548
Panagora Asset Management
Massachusetts
$3.44M -$30M -374,733 -90%
RGI
549
River Global Investors
United Kingdom
$3.43M +$949K +11,850 +39%
VIA
550
Vident Investment Advisory
Georgia
$3.34M -$70.4K -879 -2%

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.