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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
LBC
551
Lawrence B. Cohen
$3.33M -$2.4K -30 -0.1%
CIM
552
Corbyn Investment Management
Maryland
$3.33M
FA
553
FDx Advisors
Illinois
$3.27M +$320K +3,990 +11%
CTA
554
Colonial Trust Advisors
South Carolina
$3.27M +$848K +10,584 +35%
AIP
555
Ameritas Investment Partners
Nebraska
$3.26M -$586K -7,316 -18%
FEG
556
Fund Evaluation Group
Ohio
$3.25M +$3.22M +40,235 New
CC
557
Cannell & Co
New York
$3.25M -$119K -1,491 -4%
BIC
558
Beach Investment Counsel
Pennsylvania
$3.21M
EGM
559
Engineers Gate Manager
New York
$3.2M -$1.04M -12,936 -25%
IRF
560
IBM Retirement Fund
New York
$3.17M +$156K +1,947 +6%
FNT
561
First National Trust
Pennsylvania
$3.16M +$349K +4,361 +13%
GHCM
562
Glen Harbor Capital Management
California
$3.15M +$1.04M +12,954 +50%
GAM
563
Garrison Asset Management
Arkansas
$3.15M +$64.2K +801 +2%
UR
564
USCA RIA
Texas
$3.14M +$171K +2,136 +6%
CCB
565
Cutter & Co Brokerage
Missouri
$3.13M -$127K -1,590 -4%
BRM
566
Boston Research & Management
Massachusetts
$3.12M -$32.4K -405 -1%
BS
567
Banco Santander
Spain
$3.1M -$265K -3,310 -8%
TMAM
568
Tokio Marine Asset Management
Japan
$3.09M +$3.07M +38,273 New
ECM
569
Evergreen Capital Management
Washington
$3.09M -$45K -562 -1%
AAM
570
Azzad Asset Management
Virginia
$3.08M +$915K +11,429 +43%
PVI
571
Pura Vida Investments
New York
$3.03M +$3M +37,500 New
CC
572
Colrain Capital
Massachusetts
$3.03M -$2.41M -30,088 -45%
CI
573
Conning Inc
Connecticut
$3M +$396K +4,940 +15%
CC
574
ClearArc Capital
Ohio
$2.98M -$29.4K -367 -1%
CIS
575
Capital International Sarl
California
$2.98M -$545K -6,800 -16%

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.