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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
USAA
76
United Services Automobile Association
Texas
$196M +$2.58M +32,222 +1%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$192M -$23.5M -293,200 -11%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$191M -$1.44M -17,962 -0.8%
TA
79
Teachers Advisors
New York
$184M -$1.46M -18,175 -0.8%
Asset Management One
80
Asset Management One
Japan
$165M -$1.46M -18,229 -0.9%
Canada Life
81
Canada Life
Manitoba, Canada
$163M -$199K -2,480 -0.1%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$161M -$15.7M -195,413 -9%
HM
83
HealthCor Management
New York
$157M +$151M +1,883,900 +2,850%
BG
84
Bahl & Gaynor
Ohio
$157M +$12.4M +154,380 +9%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$156M -$6.35M -79,264 -4%
SBAM
86
Santa Barbara Asset Management
California
$154M -$267K -3,335 -0.2%
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$148M +$11.8M +147,334 +9%
SO
88
STRS Ohio
Ohio
$143M -$2.19M -27,325 -2%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$143M -$3.54M -44,179 -2%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$143M +$27.3M +341,160 +24%
AGA
91
Altrinsic Global Advisors
Connecticut
$139M -$875K -10,931 -0.6%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$137M -$11.1M -138,214 -8%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$137M -$5.49M -68,564 -4%
O
94
OppenheimerFunds
New York
$131M -$6.67M -83,313 -5%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$131M -$76.7M -957,847 -37%
Point72 Asset Management
96
Point72 Asset Management
Connecticut
$128M +$127M +1,589,025 New
Citigroup
97
Citigroup
New York
$121M +$7.09M +88,482 +6%
Lord, Abbett & Co
98
Lord, Abbett & Co
New Jersey
$119M -$4.03M -50,300 -3%
Renaissance Technologies
99
Renaissance Technologies
New York
$116M -$398M -4,965,072 -78%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$111M -$2.45M -30,558 -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.