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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
NB
676
NBT Bank
New York
$1.89M -$55K -687 -3%
PCA
677
Providence Capital Advisors
North Carolina
$1.87M +$1.85M +23,142 New
PCAP
678
Pratt Collard Advisory Partners
New York
$1.85M +$1.84M +22,969 New
CIP
679
Capital Insight Partners
Arizona
$1.85M +$111K +1,387 +6%
HIC
680
Hartline Investment Corp
Illinois
$1.84M +$13.1K +164 +0.7%
SC
681
Sawyer & Company
Massachusetts
$1.83M +$1.82M +22,674 New
FHAM
682
Folger Hill Asset Management
New York
$1.82M +$1.81M +22,600 New
CONA
683
Capital One National Association
New York
$1.82M -$360K -4,495 -17%
Polen Capital Management
684
Polen Capital Management
Florida
$1.81M +$1.79M +22,367 New
CA
685
Calton & Associates
Florida
$1.8M +$1.69M +21,116 New
SII
686
Silchester International Investors
United Kingdom
$1.8M +$1.78M +22,278 New
WKWM
687
Walter & Keenan Wealth Management
Indiana
$1.79M +$8.97K +112 +0.5%
BL
688
BFSG LLC
California
$1.79M +$2K +25 +0.1%
NAMP
689
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.78M -$56.1K -700 -3%
GXMC
690
Global X Management Company
New York
$1.78M +$206K +2,571 +13%
MC
691
Martin & Co
Tennessee
$1.78M -$34.5K -431 -2%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$1.78M +$114K +1,421 +7%
BOC
693
Barbara Oil Co
Illinois
$1.78M
KFBMI
694
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.78M
CC
695
Courier Capital
New York
$1.75M -$16.7K -208 -0.9%
HW
696
Hedeker Wealth
Illinois
$1.75M +$104K +1,303 +6%
RIL
697
Rothschild Investment LLC
Illinois
$1.73M -$8.33K -104 -0.5%
CII
698
Capital International Inc
California
$1.72M -$40K -500 -2%
OC
699
Oarsman Capital
Wisconsin
$1.72M +$197K +2,456 +13%
Bessemer Group
700
Bessemer Group
New Jersey
$1.71M -$340K -4,248 -17%

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.