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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
BHBT
1076
Burke & Herbert Bank & Trust
Virginia
$368K
MSS
1077
Mitchell Sinkler & Starr
Pennsylvania
$368K
SSW
1078
Smith Shellnut Wilson
Mississippi
$366K +$12K +150 +3%
RI
1079
Ridgewood Investments
New Jersey
$366K +$16.3K +203 +5%
RS
1080
Robeco Schweiz
Switzerland
$365K -$5.48M -68,429 -94%
LIC
1081
Lodestar Investment Counsel
Illinois
$363K -$33.8K -422 -9%
CCFCSB
1082
Cape Cod Five Cents Savings Bank
Massachusetts
$362K -$13.6K -170 -4%
SLT
1083
St Louis Trust
Missouri
$362K +$359K +4,480 New
DWA
1084
Douglass Winthrop Advisors
New York
$361K +$721 +9 +0.2%
WPW
1085
Waldron Private Wealth
Pennsylvania
$358K
MFW
1086
Mosaic Family Wealth
Missouri
$357K -$571K -7,127 -62%
GT
1087
Greenleaf Trust
Michigan
$357K +$269K +3,358 +314%
RIM
1088
Regent Investment Management
Kentucky
$355K
PCM
1089
Penserra Capital Management
California
$355K +$39.2K +489 +12%
FIB
1090
First Interstate Bank
Montana
$354K -$31.9K -398 -8%
GLI
1091
Guardian Life Insurance
New York
$354K +$104K +1,303 +42%
ISL
1092
Ingalls & Snyder LLC
New York
$353K -$24.1K -301 -6%
PFS
1093
Physicians Financial Services
North Carolina
$353K -$8.01K -100 -2%
FCAG
1094
First Capital Advisors Group
New Jersey
$350K -$15.8K -197 -4%
CHA
1095
Carmichael Hill & Associates
Maryland
$350K +$348K +4,341 New
LYV
1096
Live Your Vision
Pennsylvania
$349K
PCM
1097
Perritt Capital Management
Illinois
$347K
TF
1098
Tompkins Financial
New York
$345K -$14K -175 -4%
AZA
1099
Arthur Zaske & Associates
Michigan
$345K
CFD
1100
Creative Financial Designs
Indiana
$341K +$86.3K +1,078 +34%

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.