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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
WAM
876
Wealthspire Advisors (Maryland)
Maryland
$829K +$81.2K +1,014 +11%
ABC
877
Associated Banc-Corp
Wisconsin
$826K +$82.6K +1,031 +11%
FCBT
878
First Citizens Bank & Trust
North Carolina
$823K -$60.1K -750 -7%
BBI
879
Baxter Bros Inc
Connecticut
$823K -$22.4K -280 -3%
TCOT
880
Trust Company of Toledo
Ohio
$822K -$88.3K -1,103 -10%
CIA
881
Choate Investment Advisors
Massachusetts
$822K -$88.1K -1,100 -10%
GLA
882
Great Lakes Advisors
Illinois
$820K -$16.8K -210 -2%
TRCT
883
Tower Research Capital (TRC)
New York
$819K +$421K +5,256 +108%
AP
884
Arlington Partners
Alabama
$811K +$804K +10,044 New
IR
885
IAT Reinsurance
New York
$799K
YIA
886
YHB Investment Advisors
Connecticut
$797K -$15.1K -189 -2%
RCA
887
Rowland Carmichael Advisors
Arizona
$796K -$10.3K -129 -1%
FWCM
888
Ferguson Wellman Capital Management
Oregon
$795K -$214K -2,678 -21%
GWM
889
Geneos Wealth Management
Colorado
$795K -$47.1K -588 -6%
MMG
890
Monetary Management Group
Missouri
$793K
TCM
891
Teza Capital Management
Illinois
$791K +$785K +9,799 New
CCT
892
Country Club Trust
Missouri
$786K +$90.3K +1,127 +13%
LSAG
893
Lake Street Advisors Group
New Hampshire
$783K +$776K +9,693 New
ARMT
894
Amica Retiree Medical Trust
Rhode Island
$782K
TW
895
Transform Wealth
Colorado
$779K
LJAC
896
L.J. Altfest & Co
New York
$776K -$33.5K -418 -4%
IAA
897
Independent Advisor Alliance
North Carolina
$766K -$34.8K -434 -5%
CCA
898
Checchi Capital Advisers
California
$766K -$721 -9 -0.1%
BFO
899
Biltmore Family Office
North Carolina
$761K +$751K +9,375 New
MBTD
900
Mechanics Bank - Trust Department
California
$755K -$68.1K -850 -8%

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.