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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
PWAP
651
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.11M -$52K -649 -2%
SAM
652
Sawgrass Asset Management
Florida
$2.1M -$120K -1,495 -5%
BA
653
Bristlecone Advisors
Washington
$2.1M +$281K +3,505 +16%
SCM
654
Stevens Capital Management
Pennsylvania
$2.09M -$3.82M -47,706 -65%
TCOO
655
Trust Company of Oklahoma
Oklahoma
$2.09M -$77.8K -972 -4%
CAM
656
Cypress Asset Management
Texas
$2.08M -$27.2K -340 -1%
CHC
657
City Holding Co
West Virginia
$2.08M +$434K +5,421 +27%
LCS
658
Levin Capital Strategies
New York
$2.08M
PG
659
Patten Group
Tennessee
$2.06M +$167K +2,079 +9%
DY
660
Dowling & Yahnke
California
$2.04M -$83K -1,036 -4%
EP
661
Elkfork Partners
Oregon
$2.04M +$671K +8,382 +50%
MIM
662
Miller Investment Management
Pennsylvania
$2.03M
AIM
663
Anchor Investment Management
South Carolina
$2.03M +$81.6K +1,019 +4%
AC
664
AFAM Capital
Texas
$2.03M +$323K +4,027 +19%
BA
665
Bridgewater Associates
Connecticut
$2.03M +$2.01M +25,152 New
CC
666
Cognios Capital
Kansas
$2.03M -$318K -3,967 -14%
UFG
667
United Fire Group
Iowa
$2.02M
Mariner
668
Mariner
Kansas
$2M +$798K +9,958 +67%
PAG
669
Private Advisor Group
New Jersey
$2M -$1M -12,511 -35%
NGA
670
Naples Global Advisors
Florida
$1.99M +$226K +2,827 +13%
RAM
671
Redmond Asset Management
Virginia
$1.98M +$9.93K +124 +0.5%
VSWA
672
Vontobel Swiss Wealth Advisors
Switzerland
$1.96M -$33.6K -420 -2%
LW
673
Linscomb Wealth
Texas
$1.95M +$1.4M +17,448 +262%
LSV Asset Management
674
LSV Asset Management
Illinois
$1.92M
SSB
675
Sandy Spring Bank
Maryland
$1.89M -$88.3K -1,102 -4%

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.