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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
DIM
1101
DC Investments Management
Virginia
$341K +$338K +4,222 New
AC
1102
Avestar Capital
New York
$336K +$357K +4,459 New
LOAMS
1103
Lombard Odier Asset Management (Switzerland)
Switzerland
$335K
AWM
1104
AE Wealth Management
Kansas
$334K +$31.2K +390 +10%
PAS
1105
Park Avenue Securities
New York
$333K +$39.1K +488 +14%
GW
1106
GW & Wade
Massachusetts
$330K -$22.3K -278 -6%
MWM
1107
Mission Wealth Management
California
$327K +$324K +4,050 New
SIM
1108
SSI Investment Management
California
$326K -$25.5K -319 -7%
BB
1109
Bell Bank
North Dakota
$324K -$80 -1 -0%
FMA
1110
FNY Managed Accounts
New York
$323K +$320K +4,000 New
WI
1111
Wintrust Investments
Illinois
$321K +$14.3K +178 +5%
SFS
1112
Summit Financial Strategies
Ohio
$317K +$315K +3,931 New
HCM
1113
Hall Capital Management
Rhode Island
$315K +$16.6K +207 +6%
TL
1114
TrueWealth LLC
Georgia
$315K +$313K +3,906 New
AWM
1115
Aries Wealth Management
Maine
$314K +$290K +3,625 New
AIM
1116
Acropolis Investment Management
Missouri
$313K
GIA
1117
Guyasuta Investment Advisors
Pennsylvania
$313K +$35.2K +440 +13%
Treasurer of the State of North Carolina
1118
Treasurer of the State of North Carolina
North Carolina
$313K +$310K +3,872 New
AAP
1119
Arax Advisory Partners
Colorado
$311K +$2.72K +34 +0.9%
EWA
1120
Exencial Wealth Advisors
Oklahoma
$309K -$7.53K -94 -2%
GP
1121
GLG Partners
United Kingdom
$308K +$305K +3,810 New
CC
1122
Cadinha & Co
Hawaii
$307K -$68.9K -860 -18%
P
1123
Pitcairn
Pennsylvania
$305K +$303K +3,781 New
BJL
1124
Brighton Jones LLC
Washington
$304K +$54.1K +676 +22%
JFGIW
1125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K -$28.1K -351 -9%

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.