We are live on ! Find out more
MDT icon

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
MA
751
MANA Advisors
New York
$1.37M +$1.36M +17,000 New
HCMT
752
Highland Capital Management (Tennessee)
Tennessee
$1.37M -$65.4K -817 -5%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$1.36M -$13.1K -164 -1%
IC
754
Investment Counsel
Michigan
$1.36M -$40K -500 -3%
CANY
755
Caxton Associates (New York)
New York
$1.35M +$767K +9,577 +133%
AFS
756
Access Financial Services
Minnesota
$1.35M +$1.34M +16,713 New
MA
757
Marshwinds Advisory
Georgia
$1.35M
RIM
758
Rampart Investment Management
Connecticut
$1.34M -$165K -2,063 -11%
FAAS
759
First Allied Advisory Services
California
$1.33M +$204K +2,547 +18%
WT
760
Whittier Trust
California
$1.33M -$50.9K -636 -4%
JDR
761
Jay D. Rosenbaum
$1.33M -$8.01K -100 -0.6%
LWM
762
Lenox Wealth Management
Ohio
$1.32M +$253K +3,163 +24%
OA
763
Oak Associates
Ohio
$1.31M -$20K -250 -2%
WCBA
764
Weaver C. Barksdale & Associates
Tennessee
$1.3M +$44.4K +555 +4%
SAM
765
Stansberry Asset Management
Texas
$1.3M +$1.29M +16,107 New
IA
766
IFP Advisors
Florida
$1.3M -$364K -4,544 -22%
SGI
767
Summit Global Investments
Utah
$1.29M -$8.49K -106 -0.7%
HPCM
768
High Pointe Capital Management
Illinois
$1.28M +$16.4K +205 +1%
LD
769
Lipe & Dalton
New York
$1.28M -$94.3K -1,177 -7%
AII
770
AGF Investments Inc
Ontario, Canada
$1.28M -$41.6M -519,150 -97%
DMC
771
Drexel Morgan & Co
Pennsylvania
$1.28M +$21.9K +273 +2%
BCMO
772
Buckingham Capital Management (Ohio)
Ohio
$1.27M -$187K -2,332 -13%
BIM
773
Bridges Investment Management
Nebraska
$1.27M +$1.02M +12,700 +418%
VDFA
774
Vickerman & Driscoll Financial Advisors
Washington
$1.27M +$1.26M +15,734 New
SC
775
Schulhoff & Co
Ohio
$1.27M +$48.1K +600 +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.