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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
HCM
851
Highlander Capital Management
New Jersey
$917K
ACC
852
Accident Compensation Corp
New Zealand
$912K -$16K -200 -2%
RCM
853
Riverhead Capital Management
Delaware
$903K +$198K +2,478 +28%
PGFC
854
Peapack-Gladstone Financial Corp
New Jersey
$897K +$14.3K +178 +2%
BOTW
855
Bank of the West
California
$897K -$48.7K -608 -5%
IIM
856
Intact Investment Management
Quebec, Canada
$897K +$56.1K +700 +7%
MJRIC
857
Mogy Joel R Investment Counsel
California
$890K
SPC
858
Sigma Planning Corp
Michigan
$886K +$38.9K +486 +5%
EF
859
Exeter Financial
Arizona
$886K +$879K +10,970 New
OFS
860
Orrstown Financial Services
Pennsylvania
$885K -$12.2K -152 -1%
QT
861
Quantbot Technologies
New York
$883K -$14.5M -180,791 -94%
WA
862
Waverly Advisors
Alabama
$878K -$24.8K -310 -3%
MMPW
863
Mitchell McLeod Pugh & Williams
Alabama
$878K
KC
864
Kingfisher Capital
North Carolina
$877K +$3.68K +46 +0.4%
GHAM
865
Gilman Hill Asset Management
Connecticut
$876K +$5.21K +65 +0.6%
FMWA
866
Forvis Mazars Wealth Advisors
Missouri
$874K +$49.1K +613 +6%
VIG
867
Vienna Insurance Group
Poland
$866K +$858K +10,719 New
PTC
868
Private Trust Company
Ohio
$863K -$7.21K -90 -0.8%
CB
869
Community Bank
New York
$858K +$68.3K +853 +9%
TCM
870
Twin Capital Management
Pennsylvania
$858K +$851K +10,630 New
GEA
871
Glen Eagle Advisors
New Jersey
$838K +$119K +1,489 +17%
GAM
872
Gould Asset Management
California
$837K
SRC
873
Shufro Rose & Co
New York
$834K
WSFS
874
Wilmington Savings Fund Society
Delaware
$832K -$19.1K -238 -2%
SIM
875
Sonora Investment Management
Arizona
$830K +$217K +2,714 +36%

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.