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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
Fiera Capital (Canada)
926
Fiera Capital (Canada)
Quebec, Canada
$672K +$182K +2,271 +38%
PL
927
Plancorp LLC
Missouri
$671K -$400 -5 -0.1%
FC
928
Ferris Capital
Massachusetts
$670K -$9.05K -113 -1%
EIA
929
Edgemoor Investment Advisors
Maryland
$669K +$288K +3,601 +85%
AF
930
Affiance Financial
Minnesota
$667K +$3.2K +40 +0.5%
WIC
931
Whitegate Investment Counselors
New Hampshire
$665K +$6.41K +80 +1%
WSCM
932
Wellington Shields Capital Management
New York
$659K +$345K +4,306 +112%
CB
933
Chemical Bank
Michigan
$658K -$94.4K -1,179 -13%
SMC
934
Smith, Moore & Co
Missouri
$658K -$40.7K -508 -6%
BCP
935
Blackhawk Capital Partners
Wisconsin
$657K +$652K +8,140 New
GLA
936
Good Life Advisors
Pennsylvania
$654K +$4.96K +62 +0.8%
BCM
937
Brasada Capital Management
Texas
$646K +$641K +8,000 New
VI
938
Versor Investments
New York
$646K +$641K +8,000 New
HCC
939
Hirtle Callaghan & Co
Pennsylvania
$642K -$32.4K -404 -5%
CL
940
CPWM LLC
Washington
$639K +$30.5K +381 +5%
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
$637K
UWM
942
USAdvisors Wealth Management
Minnesota
$635K +$629K +7,859 New
GG
943
Gofen & Glossberg
Illinois
$633K +$19.2K +240 +3%
BAM
944
Belpointe Asset Management
Nevada
$633K +$628K +7,837 New
JWBC
945
J.W. Burns & Co
New York
$629K -$64.1K -800 -9%
BAC
946
Boys Arnold & Co
North Carolina
$629K +$6.01K +75 +1%
MA
947
Montag & Associates
Georgia
$626K +$19.7K +246 +3%
SFG
948
SNS Financial Group
Minnesota
$624K -$206K -2,574 -25%
LG
949
LaFleur & Godfrey
Michigan
$624K
TWA
950
TCI Wealth Advisors
Arizona
$604K +$11.9K +148 +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.