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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
BCCM
576
Bridge Creek Capital Management
Massachusetts
$2.97M -$1.76K -22 -0.1%
MVIP
577
Mar Vista Investment Partners
California
$2.92M
AF
578
Advisornet Financial
Minnesota
$2.92M +$2.9M +36,169 New
TH
579
TCTC Holdings
Texas
$2.92M +$197K +2,466 +7%
KRSITF
580
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.9M -$19.9K -249 -0.7%
FNT
581
First Nebraska Trust
Nebraska
$2.89M +$340K +4,251 +13%
FG
582
Fiduciary Group
Georgia
$2.84M +$100K +1,248 +4%
PA
583
Perennial Advisors
New York
$2.82M -$10.3K -128 -0.4%
SCM
584
Snyder Capital Management
California
$2.77M +$12.3K +153 +0.4%
HP
585
HealthInvest Partners
Sweden
$2.76M -$3.84M -47,900 -58%
QCM
586
Quadrant Capital Management
New Jersey
$2.73M +$24K +300 +0.9%
PAM
587
Palisade Asset Management
Minnesota
$2.73M -$32K -400 -1%
RWM
588
Rench Wealth Management
Texas
$2.71M +$275K +3,433 +11%
PCM
589
Parsons Capital Management
Rhode Island
$2.71M -$38.3K -478 -1%
NI
590
Nepsis Inc
Minnesota
$2.69M -$754K -9,412 -22%
GAM
591
Griffin Asset Management
New York
$2.69M +$231K +2,889 +10%
EWM
592
Evercore Wealth Management
New York
$2.68M -$64.2K -802 -2%
FWP
593
FAS Wealth Partners
Kansas
$2.64M +$80 +1 +0%
GCP
594
GSA Capital Partners
United Kingdom
$2.63M -$691K -8,624 -21%
IA
595
Icon Advisers
Colorado
$2.62M +$1.72M +21,500 +196%
IIC
596
Ironwood Investment Counsel
Arizona
$2.6M +$54.9K +685 +2%
MCIM
597
Meadow Creek Investment Management
Georgia
$2.6M +$854K +10,668 +50%
AF
598
Ally Financial
Michigan
$2.58M +$160K +2,000 +7%
ECM
599
Everence Capital Management
Indiana
$2.58M +$294K +3,671 +13%
OAM
600
Oak Asset Management
California
$2.57M +$2.55M +31,836 New

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.