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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
FCCM
951
First City Capital Management
Georgia
$602K
FRM
952
Fox Run Management
Connecticut
$601K +$596K +7,439 New
RWA
953
Ropes Wealth Advisors
Massachusetts
$600K +$93.8K +1,171 +19%
CS
954
Credential Securities
$596K +$10.7K +133 +2%
TSWM
955
Triangle Securities Wealth Management
North Carolina
$594K +$75.8K +946 +15%
GJIC
956
Gamble Jones Investment Counsel
California
$593K -$6.81K -85 -1%
CL
957
Croft-Leominster
Maryland
$589K -$2.47M -30,833 -81%
AF
958
Allworth Financial
California
$589K +$8.01K +100 +1%
FMBTD
959
First Midwest Bank Trust Division
Illinois
$582K -$316K -3,948 -35%
VDI
960
Vaughan David Investments
Illinois
$582K
RGC
961
Roberts, Glore & Co
Illinois
$578K -$17.6K -220 -3%
AIM
962
Aspen Investment Management
Michigan
$578K
MFBTD
963
MB Financial Bank - Trust Department
Illinois
$574K
WFG
964
Wills Financial Group
Virginia
$574K +$148K +1,849 +35%
RTS
965
Round Table Services
New Jersey
$573K +$37.8K +472 +7%
RC
966
Roundview Capital
New Jersey
$571K +$2K +25 +0.4%
MYLI
967
Meiji Yasuda Life Insurance
Japan
$567K +$44K +550 +8%
1WA
968
180 Wealth Advisors
Washington
$566K +$561K +7,007 New
NA
969
NewEdge Advisors
Louisiana
$561K -$91.1K -1,138 -15%
ANTB
970
AMG National Trust Bank
Colorado
$560K +$280K +3,493 +101%
RCAG
971
Rehmann Capital Advisory Group
Michigan
$557K -$49.4K -617 -8%
PHS
972
Pekin Hardy Strauss
Illinois
$555K -$20K -250 -4%
JIM
973
Jensen Investment Management
Oregon
$548K -$18.3K -228 -3%
FMLI
974
Fukoku Mutual Life Insurance
Japan
$545K
WP
975
WMS Partners
Maryland
$543K +$1.6K +20 +0.3%

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.