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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
Harris Associates
51
Harris Associates
Illinois
$323M +$69.7M +870,868 +28%
UBS AM
52
UBS AM
Illinois
$321M +$55.3K +690 +0%
VAM
53
Vontobel Asset Management
New York
$312M +$90.3M +1,127,308 +43%
Barclays
54
Barclays
United Kingdom
$296M +$107M +1,334,397 +57%
MPI
55
Mairs & Power Inc
Minnesota
$294M +$6.93M +86,568 +2%
JP Morgan Chase
56
JP Morgan Chase
New York
$285M +$180M +2,249,838 +176%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$285M +$60.7M +758,400 +27%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$274M +$2.92M +36,432 +1%
Prudential Financial
59
Prudential Financial
New Jersey
$271M +$3.99M +49,880 +2%
State Farm Mutual Automobile Insurance
60
State Farm Mutual Automobile Insurance
Illinois
$270M
Capital World Investors
61
Capital World Investors
California
$254M -$387M -4,835,003 -61%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$237M +$1.91M +23,869 +0.8%
Allianz Asset Management
63
Allianz Asset Management
Germany
$232M +$20M +249,450 +10%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$231M -$4.05M -50,544 -2%
Boston Partners
65
Boston Partners
Massachusetts
$227M +$96.6M +1,206,093 +75%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$225M -$43M -536,720 -16%
CS
67
Credit Suisse
Switzerland
$220M +$16.9M +210,468 +8%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$217M -$101M -1,255,583 -32%
PPA
69
Parametric Portfolio Associates
Washington
$210M +$22.1M +275,510 +12%
Flossbach Von Storch
70
Flossbach Von Storch
Germany
$208M +$16M +199,875 +8%
NI
71
Numeric Investors
Massachusetts
$207M +$153M +1,909,902 +294%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$204M +$9.49M +118,494 +5%
Hotchkis & Wiley Capital Management
73
Hotchkis & Wiley Capital Management
California
$200M +$19.5M +244,100 +11%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$197M +$2.17M +27,156 +1%
TPI
75
Tesco Pension Investment
United Kingdom
$196M

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.