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
MHIC
776
Marble Harbor Investment Counsel
Massachusetts
$1.27M -$32K -400 -2%
AIM
777
Achmea Investment Management
Netherlands
$1.26M -$217K -2,705 -15%
NERM
778
New England Research & Management
Illinois
$1.25M -$132K -1,654 -10%
RC
779
RegentAtlantic Capital
New Jersey
$1.25M +$372K +4,640 +43%
SCA
780
Stokes Capital Advisors
South Carolina
$1.25M +$1.24M +15,446 New
CCM
781
Cullen Capital Management
New York
$1.24M +$298K +3,720 +32%
HC
782
Henshaw Capital
Massachusetts
$1.24M +$16.5K +206 +1%
LOAME
783
Lombard Odier Asset Management (Europe)
United Kingdom
$1.23M -$46.9K -586 -4%
FNBTCON
784
First National Bank & Trust Co of Newtown
Pennsylvania
$1.22M
AAMA
785
Advanced Asset Management Advisors
Ohio
$1.22M +$1.21M +15,100 New
HDIM
786
Hanson & Doremus Investment Management
Vermont
$1.22M -$4.8K -60 -0.4%
TCOV
787
Trust Company of Vermont
Vermont
$1.22M -$77K -961 -6%
HIH
788
HRS Investment Holdings
New York
$1.21M -$801K -10,000 -40%
DPIM
789
Duff & Phelps Investment Management
Illinois
$1.21M -$30.4K -380 -2%
SWP
790
Stratos Wealth Partners
Ohio
$1.21M -$87.5K -1,092 -7%
SC
791
SouthState Corp
Florida
$1.2M +$110K +1,378 +10%
TCMG
792
TSP Capital Management Group
New Jersey
$1.19M -$20K -250 -2%
WA
793
Wheatland Advisors
Pennsylvania
$1.19M
SF
794
Synovus Financial
Georgia
$1.19M -$15.9K -198 -1%
WIM
795
Westside Investment Management
California
$1.18M +$9.13K +114 +0.8%
BFS
796
Bradley Foster & Sargent
Connecticut
$1.16M -$87.1K -1,087 -7%
BC
797
Burney Company
Virginia
$1.13M +$17.1K +214 +2%
DWM
798
Doyle Wealth Management
Florida
$1.13M -$95.1K -1,188 -8%
NIM
799
NuWave Investment Management
New Jersey
$1.12M +$1.11M +13,910 New
AFG
800
Albion Financial Group
Utah
$1.11M

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.