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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
MCWS
1126
McKinley Carter Wealth Services
West Virginia
$303K +$300K +3,748 New
IUHSA
1127
Itau Unibanco Holding S.A.
Brazil
$302K +$11.6K +145 +4%
MFG
1128
Merit Financial Group
Georgia
$302K +$300K +3,752 New
CAS
1129
Cue Advisory Services
Arizona
$300K -$153K -1,914 -34%
FIAS
1130
FinTrust Investment Advisory Services
South Carolina
$300K -$25.8K -322 -8%
AC
1131
Abbrea Capital
California
$299K -$3.28K -41 -1%
LWAC
1132
Laurel Wealth Advisors (California)
California
$298K +$296K +3,692 New
BG
1133
Bollard Group
Massachusetts
$297K +$1.2K +15 +0.4%
AIM
1134
Assured Investment Management
New York
$295K -$2.09M -26,045 -88%
LPT
1135
Legacy Private Trust
Wisconsin
$295K -$209K -2,615 -42%
CBN
1136
Cadence Bank NA
Texas
$295K +$293K +3,653 New
SCA
1137
Snowden Capital Advisors
New York
$292K -$4.41K -55 -1%
BDF
1138
Balasa Dinverno & Foltz
$292K -$26K -325 -8%
HAG
1139
HighPoint Advisor Group
Illinois
$290K -$41.9K -523 -13%
ZIC
1140
ZWJ Investment Counsel
Georgia
$287K -$16K -200 -5%
JGIA
1141
Jackson Grant Investment Advisers
Connecticut
$286K +$15.8K +197 +6%
DAM
1142
Delta Asset Management
Tennessee
$284K
JA
1143
JVL Associates
Michigan
$283K +$280K +3,500 New
ACP
1144
Arcus Capital Partners
Georgia
$281K +$18.3K +229 +7%
PGA
1145
Premia Global Advisors
Florida
$281K +$279K +3,480 New
WP
1146
WealthSource Partners
California
$280K +$58.3K +728 +27%
IWP
1147
Icon Wealth Partners
Texas
$280K +$278K +3,468 New
CAG
1148
Csenge Advisory Group
Florida
$278K +$276K +3,446 New
SFSIG
1149
San Francisco Sentry Investment Group
California
$277K +$801 +10 +0.3%
KA
1150
Kovack Advisors
Florida
$276K +$273K +3,413 New

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.