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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
SS
1001
Sunbelt Securities
Texas
$482K +$481 +6 +0.1%
KWM
1002
Kingsview Wealth Management
Oregon
$481K +$477K +5,951 New
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$480K +$2.8K +35 +0.6%
APP
1004
Avantax Planning Partners
Iowa
$476K -$47.5K -593 -9%
CWM
1005
Calamos Wealth Management
Illinois
$475K -$54.5K -680 -10%
PCM
1006
Pointe Capital Management
Michigan
$475K -$12.4K -155 -3%
SIA
1007
Starfire Investment Advisers
Michigan
$475K +$471K +5,879 New
AB
1008
AT Bancorp
Iowa
$470K -$576K -7,190 -55%
LNC
1009
Lincoln National Corp
Pennsylvania
$470K +$174K +2,177 +60%
PIM
1010
Penobscot Investment Management
Massachusetts
$469K -$40K -500 -8%
CBB
1011
Citizens Business Bank
California
$468K +$104K +1,300 +29%
SB
1012
Simmons Bank
Arkansas
$463K -$57.9K -723 -11%
CAPTRUST Financial Advisors
1013
CAPTRUST Financial Advisors
North Carolina
$463K +$403K +5,029 +753%
MC
1014
Middleton & Co
Massachusetts
$458K -$107K -1,339 -19%
S
1015
SignatureFD
Georgia
$457K -$8.09K -101 -2%
IH
1016
IFC Holdings
Florida
$457K +$67.4K +842 +18%
SCM
1017
SOL Capital Management
Maryland
$454K +$33.7K +421 +8%
PSC
1018
Prentiss Smith & Co
Vermont
$450K +$442K +5,521 +11,267%
MIC
1019
Meridian Investment Counsel
California
$449K -$8.01K -100 -2%
PFSC
1020
Peoples Financial Services Corp
Pennsylvania
$448K -$8.01K -100 -2%
AI
1021
Accredited Investors
Minnesota
$446K +$64.9K +810 +17%
CA
1022
Cetera Advisors
Colorado
$446K +$71.7K +895 +19%
SSWM
1023
Smith Salley Wealth Management
North Carolina
$444K -$9.61K -120 -2%
AF
1024
Arrow Financial
New York
$444K +$9.61K +120 +2%
WI
1025
WrapManager Inc
California
$442K -$9.61K -120 -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.