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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
OAM
701
Oppenheimer Asset Management
New York
$1.7M
FFWA
702
FRG Family Wealth Advisors
Washington
$1.69M +$95K +1,186 +6%
ACP
703
Aviance Capital Partners
Florida
$1.64M -$80.1K -1,000 -5%
BCFS
704
Butensky & Cohen Financial Security
Florida
$1.63M +$85.7K +1,070 +6%
BMC
705
Benin Management Corp
Connecticut
$1.63M -$96.1K -1,200 -6%
NSEDCP
706
NJ State Employees Deferred Compensation Plan
New Jersey
$1.61M
WCM
707
Wunderlich Capital Managemnt
Tennessee
$1.61M +$57.1K +713 +4%
NPT
708
Nixon Peabody Trust
Massachusetts
$1.61M +$50.5K +631 +3%
CNBT
709
Canandaigua National Bank & Trust
New York
$1.61M -$15.5K -194 -1%
CG
710
Caprock Group
Idaho
$1.59M -$53.3K -665 -3%
BDS
711
Banco de Sabadell
Florida
$1.59M +$1.58M +19,700 New
MAM
712
Meeder Asset Management
Ohio
$1.58M -$1.2M -15,001 -43%
EFS
713
Essex Financial Services
Connecticut
$1.58M -$58.9K -736 -4%
AIA
714
AIMZ Investment Advisors
California
$1.58M +$240 +3 +0%
DR
715
Davis Rea
Ontario, Canada
$1.57M +$53.7K +670 +4%
TAM
716
Tiverton Asset Management
Delaware
$1.57M +$1.56M +19,443 New
HFS
717
HL Financial Services
Kentucky
$1.57M +$1.06M +13,193 +212%
BWM
718
BerganKDV Wealth Management
Minnesota
$1.56M +$407K +5,076 +36%
BWAM
719
Boyd Watterson Asset Management
Ohio
$1.55M -$166K -2,077 -10%
FB
720
Fulton Bank
Pennsylvania
$1.55M
CCM
721
Covington Capital Management
California
$1.54M -$11.1K -138 -0.7%
FIM
722
Fernwood Investment Management
Massachusetts
$1.53M +$35.2K +440 +2%
RE
723
RBC Europe
United Kingdom
$1.53M -$1.89M -23,560 -55%
DS
724
DRW Securities
Illinois
$1.53M +$1.52M +18,984 New
NRS
725
Neville Rodie & Shaw
New York
$1.53M

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.