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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
4IG
601
440 Investment Group
Kansas
$2.57M +$904K +11,293 +55%
PHIMC
602
Private Harbour Investment Management & Counsel
Ohio
$2.56M -$4.8K -60 -0.2%
Parallax Volatility Advisers
603
Parallax Volatility Advisers
California
$2.56M +$2.53M +31,640 New
BBHC
604
Brown Brothers Harriman & Co
New York
$2.54M +$54.5K +681 +2%
PIM
605
Progressive Investment Management
Oregon
$2.54M +$56.5K +705 +2%
MCM
606
MAI Capital Management
Ohio
$2.52M -$66.6K -831 -3%
SCA
607
Spearhead Capital Advisors
Florida
$2.52M +$2.5M +31,191 New
WP
608
WealthPLAN Partners
Nebraska
$2.51M +$352K +4,398 +16%
OWD
609
Osborn Williams & Donohoe
Ohio
$2.5M -$11.5K -143 -0.5%
BIMC
610
Benson Investment Management Company
Virginia
$2.48M +$318K +3,970 +15%
OCM
611
Orleans Capital Management
Louisiana
$2.47M -$32K -400 -1%
BCM
612
BTC Capital Management
Iowa
$2.46M +$66.6K +832 +3%
Rafferty Asset Management
613
Rafferty Asset Management
New York
$2.44M +$2.41M +30,153 New
EAM
614
EULAV Asset Management
Florida
$2.42M -$320K -4,000 -12%
TH
615
Timber Hill
Connecticut
$2.41M +$2.39M +29,831 New
1SB
616
1ST Source Bank
Indiana
$2.4M -$211K -2,638 -8%
BC
617
Blackhill Capital
New Jersey
$2.37M +$436K +5,440 +23%
GI
618
GAMCO Investors
Connecticut
$2.37M +$440K +5,494 +23%
CK
619
Cohen Klingenstein
New York
$2.37M
BO
620
Bank OZK
Arkansas
$2.36M +$682K +8,514 +41%
SNBOSCI
621
Security National Bank of Sioux City Iowa
Iowa
$2.35M
FNBT
622
FineMark National Bank & Trust
Florida
$2.35M +$87.9K +1,098 +4%
MLL
623
Moody Lynn & Lieberson
Massachusetts
$2.34M -$1.93M -24,145 -47%
AT
624
Argent Trust
Texas
$2.34M -$292K -3,647 -11%
CCM
625
Compton Capital Management
Rhode Island
$2.33M -$8.01K -100 -0.3%

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.