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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
SWM
1051
Segment Wealth Management
Texas
$408K -$82.3K -1,028 -17%
SAIG
1052
Semper Augustus Investments Group
Colorado
$404K
AAP
1053
Ardsley Advisory Partners
Connecticut
$404K +$400K +5,000 New
NB
1054
Northwest Bancshares
Pennsylvania
$401K +$398K +4,971 New
CBT
1055
Central Bank & Trust
Kentucky
$398K -$20K -250 -5%
MCM
1056
Murphy Capital Management
New Jersey
$395K -$36K -450 -8%
TG
1057
TLP Group
Illinois
$391K +$93.8K +1,171 +32%
HA
1058
Harfst & Associates
Wyoming
$390K +$11K +137 +3%
TNB
1059
Thomasville National Bank
Georgia
$389K -$217K -2,706 -36%
BBA
1060
Braun-Bostich & Associates
Pennsylvania
$389K +$386K +4,817 New
FMT
1061
First Mercantile Trust
Tennessee
$387K -$128K -1,600 -25%
FHA
1062
First Horizon Advisors
Tennessee
$385K
BP
1063
Ballentine Partners
Massachusetts
$384K -$280K -3,494 -42%
PA
1064
Parallel Advisors
California
$384K +$30K +375 +9%
AMIM
1065
Aull & Monroe Investment Management
Alabama
$380K
GSBTD
1066
Glenview State Bank Trust Department
Illinois
$380K
AWM
1067
Avior Wealth Management
Nebraska
$380K +$365K +4,553 +3,056%
AJ
1068
Ashburton (Jersey)
Jersey
$379K -$475K -5,927 -83%
NFG
1069
Next Financial Group
Texas
$379K -$82.3K -1,028 -18%
FNFDCM
1070
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$379K +$34K +425 +10%
SAM
1071
Security Asset Management
New York
$378K -$11.2K -140 -3%
ANRIA
1072
American National Registered Investment Advisor
Texas
$378K
MNBTD
1073
Moody National Bank Trust Division
Texas
$376K
CFA
1074
Cahill Financial Advisors
Minnesota
$372K -$79K -987 -18%
BWL
1075
Bogart Wealth LLC
Virginia
$372K +$322K +4,021 +692%

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.