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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
WPA
976
West Paces Advisors
Georgia
$542K -$8.97K -112 -2%
BHWM
977
Bar Harbor Wealth Management
New Hampshire
$539K -$135K -1,691 -20%
GRP
978
Global Retirement Partners
California
$538K +$201K +2,508 +60%
CIC
979
Carnegie Investment Counsel
Ohio
$531K -$354K -4,425 -40%
MIM
980
Martin Investment Management
Florida
$531K
SFA
981
Sequoia Financial Advisors
Ohio
$530K +$89.7K +1,120 +21%
RMCM
982
Reynders McVeigh Capital Management
Massachusetts
$528K -$12K -150 -2%
NIM
983
Northeast Investment Management
Massachusetts
$528K -$2.8K -35 -0.5%
OCG
984
Opus Capital Group
Ohio
$521K +$32.8K +410 +7%
LRIC
985
Long Road Investment Counsel
Michigan
$517K
BIC
986
Bridges Investment Counsel
Nebraska
$517K +$513K +6,405 New
ITIM
987
Indiana Trust & Investment Management
Indiana
$516K -$32.5K -406 -6%
VFA
988
Valeo Financial Advisors
Indiana
$516K +$146K +1,827 +40%
HB
989
Homrich & Berg
Georgia
$514K +$2.8K +35 +0.6%
BHC
990
Bowen Hanes & Co
Florida
$510K +$2K +25 +0.4%
FQ
991
First Quadrant
California
$509K -$136K -1,701 -21%
CCA
992
Cobblestone Capital Advisors
New York
$508K -$561 -7 -0.1%
MTC
993
McDaniel Terry & Co
Texas
$505K
DBG
994
De Burlo Group
Massachusetts
$504K
BWM
995
Buckley Wealth Management
Nevada
$504K +$500K +6,244 New
MGIA
996
Moneta Group Investment Advisors
Missouri
$500K -$19.1K -239 -4%
VFA
997
Voya Financial Advisors
Connecticut
$496K -$25.9K -323 -5%
NG
998
Northstar Group
New York
$495K
CC
999
Cedar Capital
Illinois
$491K +$103K +1,286 +27%
AssetMark Inc
1000
AssetMark Inc
California
$483K +$145K +1,812 +43%

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.