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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
PP
801
Paloma Partners
Connecticut
$1.11M -$11.9M -148,198 -92%
BRWA
802
B. Riley Wealth Advisors
Florida
$1.1M +$192K +2,397 +21%
CCM
803
Catawba Capital Management
Virginia
$1.1M -$18.4K -230 -2%
ACM
804
Alethea Capital Management
Washington
$1.1M +$809K +10,105 +289%
LFAS
805
Level Four Advisory Services
Texas
$1.1M +$69.3K +865 +7%
WPP
806
Whalerock Point Partners
Rhode Island
$1.09M +$695K +8,674 +178%
NHC
807
Nicholas Hoffman & Company
Georgia
$1.09M -$32.8K -410 -3%
CT
808
Chicago Trust
Illinois
$1.09M -$8.01K -100 -0.7%
CCT
809
Chemung Canal Trust
New York
$1.08M +$782K +9,763 +265%
DCM
810
Dynamic Capital Management
Jersey
$1.08M +$449K +5,607 +72%
STA
811
Summit Trail Advisors
New York
$1.08M +$1.02M +12,774 New
CIC
812
Cornercap Investment Counsel
Georgia
$1.08M
SCM
813
Shelton Capital Management
Colorado
$1.07M
AI
814
Atria Investments
North Carolina
$1.06M +$209K +2,615 +25%
HIM
815
Hermes Investment Management
United Kingdom
$1.06M +$1.05M +13,100 New
BAM
816
Bruderman Asset Management
New York
$1.05M +$447K +5,576 +75%
WS
817
Wedbush Securities
California
$1.03M +$126K +1,575 +14%
HCP
818
Holt Capital Partners
Texas
$1.03M
MHS
819
M Holdings Securities
Oregon
$1.02M +$239K +2,990 +31%
PWS
820
Peloton Wealth Strategists
Indiana
$1.02M +$1.01M +12,650 New
IAM
821
Impax Asset Management
New Hampshire
$1.02M +$87.5K +1,092 +9%
SCM
822
Southport Capital Management
Tennessee
$1.02M -$16K -200 -2%
CIA
823
Capital Investment Advisors
Georgia
$1.02M +$8.17K +102 +0.8%
PL
824
Perpetual Ltd
Australia
$1.01M +$97K +1,211 +11%
HI
825
Harrington Investments
California
$1.01M -$24.7K -309 -2%

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.