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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
BFO
901
Boston Family Office
Massachusetts
$748K +$37K +462 +5%
LKIM
902
Lawson Kroeker Investment Management
Nebraska
$743K -$84.1K -1,050 -10%
DI
903
Diligent Investors
California
$742K
Acadian Asset Management
904
Acadian Asset Management
Massachusetts
$740K +$578K +7,213 +370%
CA
905
Cambridge Advisors
Nebraska
$733K -$72.1K -900 -9%
SLG
906
Stanley-Laman Group
Pennsylvania
$733K -$1.92K -24 -0.3%
SOAMC
907
Spirit of America Management Corp
New York
$729K
SACTSONJ
908
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$727K -$721K -9,000 -50%
TC
909
Telemus Capital
Michigan
$726K +$720K +8,993 New
IB
910
Intrust Bank
Kansas
$716K -$115K -1,431 -14%
TIAAOA
911
Teachers Insurance & Annuity Association of America
New York
$712K +$706K +8,820 New
TFA
912
Transamerica Financial Advisors
Florida
$708K -$8.17K -102 -1%
MMHP
913
Murphy Middleton Hinkle & Parker
Georgia
$708K +$702K +8,764 New
MF
914
Magnetar Financial
Illinois
$707K -$3.11M -38,862 -82%
NSAM
915
North Star Asset Management
Wisconsin
$706K +$84.1K +1,050 +14%
HTHT
916
Hemenway Trust Hemenway Trust
New Hampshire
$700K -$207K -2,583 -23%
Credit Agricole
917
Credit Agricole
France
$698K -$60.6M -756,990 -99%
MSAM
918
Moloney Securities Asset Management
Missouri
$698K -$721 -9 -0.1%
TPWA
919
TRUE Private Wealth Advisors
Oregon
$698K +$689K +8,598 New
WAM
920
Weatherly Asset Management
California
$694K -$8.01K -100 -1%
ST
921
Smithfield Trust
Pennsylvania
$692K +$45.9K +573 +7%
PT
922
Plimoth Trust
Massachusetts
$689K +$683K +8,526 New
WWM
923
Windsor Wealth Management
Indiana
$688K +$683K +8,525 New
PFS
924
Prospera Financial Services
Texas
$681K +$641 +8 +0.1%
RCM
925
Radnor Capital Management
Pennsylvania
$672K -$46.5K -580 -7%

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.