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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
RJT
626
Raymond James Trust
Florida
$2.32M -$101K -1,260 -4%
ASN
627
Advisory Services Network
Georgia
$2.31M +$898K +11,209 +64%
W
628
Wealthfront
California
$2.31M +$703K +8,783 +44%
ARTA
629
A.R.T. Advisors
New York
$2.31M +$1.1M +13,700 +92%
VCM
630
Violich Capital Management
California
$2.31M -$46.9K -585 -2%
SBIA
631
Sheaff Brock Investment Advisors
Indiana
$2.3M +$17.1K +214 +0.8%
PCTC
632
Perkins Coie Trust Company
Washington
$2.3M +$70.2K +877 +3%
AUB
633
Atlantic Union Bankshares
Virginia
$2.3M +$1.77M +22,100 +349%
HI
634
HBK Investments
Texas
$2.29M +$2.27M +28,295 New
SAM
635
Smithbridge Asset Management
Pennsylvania
$2.28M +$182K +2,274 +9%
CI
636
Capital International
California
$2.27M -$5.92M -73,952 -72%
Simplex Trading
637
Simplex Trading
Illinois
$2.27M +$137K +1,712 +6%
NEAM
638
New England Asset Management
Connecticut
$2.26M -$176K -2,200 -7%
FIM
639
Freedom Investment Management
Connecticut
$2.24M +$267K +3,329 +14%
Victory Capital Management
640
Victory Capital Management
Texas
$2.22M -$9.6M -119,838 -81%
OA
641
Oxbow Advisors
Texas
$2.21M +$155K +1,934 +8%
PAI
642
Pittenger & Anderson Inc
Nebraska
$2.19M +$190K +2,367 +10%
Cerity Partners
643
Cerity Partners
New York
$2.19M -$323K -4,029 -13%
LBC
644
Lowe Brockenbrough & Co
Virginia
$2.18M +$7.61K +95 +0.4%
KCM
645
Kornitzer Capital Management
Kansas
$2.16M -$35.2K -440 -2%
EFIC
646
Eliot Finkel Investment Counsel
California
$2.14M
JSL
647
JT Stratford LLC
Georgia
$2.14M +$1.26M +15,744 +147%
CTC
648
Central Trust Company
Missouri
$2.13M -$33.2K -414 -2%
PJSIMP
649
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.12M +$304K +3,791 +17%
VIA
650
Virtus Investment Advisers
Connecticut
$2.11M -$226K -2,823 -10%

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.