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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
ECM
1026
Elgethun Capital Management
South Dakota
$442K
RIA
1027
Regal Investment Advisors
Michigan
$442K +$210K +2,616 +92%
YP
1028
Yellowstone Partners
Idaho
$441K -$40.8K -509 -9%
PLFAM
1029
Pineno Levin & Ford Asset Management
Virginia
$437K +$54.7K +683 +14%
RA
1030
Rational Advisors
New York
$436K +$344K +4,300 +391%
YWP
1031
YorkBridge Wealth Partners
New York
$435K -$79.6K -994 -16%
OAJ
1032
Ogorek Anthony Joseph
New York
$433K -$227K -2,829 -35%
HH
1033
Hilltop Holdings
Texas
$433K +$429K +5,358 New
FHA
1034
Flagship Harbor Advisors
Massachusetts
$431K +$38.8K +484 +11%
LWS
1035
Lucia Wealth Services
California
$431K +$427K +5,336 New
WB
1036
Webster Bank
Connecticut
$430K -$16K -200 -4%
HSA
1037
HBK Sorce Advisory
Pennsylvania
$429K +$154K +1,923 +57%
VFPI
1038
Vantage Financial Partners (Illinois)
Illinois
$425K +$424K +5,300 New
FPA
1039
First Pacific Advisors
California
$424K +$420K +5,250 New
TFO
1040
Tarbox Family Office
California
$422K +$1.2K +15 +0.3%
LJHT
1041
Laurie J. Hall Trustee
$416K
MIFH
1042
Migdal Insurance & Financial Holdings
Israel
$414K +$411K +5,127 New
JFGLC
1043
Johnson Financial Group LLC (Colorado)
Colorado
$413K +$128K +1,592 +45%
CBTWT
1044
Community Bank & Trust (Waco, Texas)
Texas
$412K +$409K +5,107 New
LIM
1045
Leavell Investment Management
Alabama
$411K -$32K -400 -7%
WA
1046
WealthTrust-Arizona
Arizona
$411K -$5.37K -67 -1%
BOS
1047
Bank of Stockton
California
$411K +$64.5K +805 +19%
PIM
1048
Profit Investment Management
Maryland
$410K +$13.7K +171 +3%
BSW
1049
Buckingham Strategic Wealth
Missouri
$410K +$68.2K +852 +20%
AWM
1050
Altavista Wealth Management
North Carolina
$409K +$174K +2,178 +75%

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.