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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
SAM
1151
Seelaus Asset Management
New Jersey
$276K +$274K +3,420 New
CFG
1152
Citizens Financial Group
Rhode Island
$275K -$104K -1,304 -28%
IWM
1153
IHT Wealth Management
Illinois
$274K -$21.1K -264 -8%
BL
1154
Balentine LLC
Georgia
$274K -$641 -8 -0.2%
BFG
1155
Beacon Financial Group
Texas
$274K +$80 +1 +0%
Lido Advisors
1156
Lido Advisors
California
$274K +$63.8K +797 +31%
WA
1157
WBH Advisory
Maryland
$273K -$7.93K -99 -3%
VCM
1158
Vigilant Capital Management
Maine
$268K -$4.57K -57 -2%
SI
1159
SII Investments
Wisconsin
$267K -$91.9K -1,147 -26%
BAS
1160
Brown Advisory Securities
Maryland
$267K +$3.28K +41 +1%
SSG
1161
Summit Securities Group
New York
$266K +$40K +500 +18%
WIA
1162
Wealthstreet Investment Advisors
Texas
$266K +$264K +3,298 New
CPA
1163
Court Place Advisors
Maryland
$265K -$5.53K -69 -2%
MCM
1164
Maple Capital Management
Vermont
$264K +$801 +10 +0.3%
I
1165
IberiaBank
Louisiana
$263K +$251K +3,138 New
CPH
1166
C Partners Holding
Switzerland
$263K +$261K +3,259 New
CBU
1167
CIBC Bank USA
Illinois
$260K -$1.92K -24 -0.7%
PP
1168
Patten & Patten
Tennessee
$259K +$256K +3,202 New
IP
1169
Investment Partners
Ohio
$259K +$257K +3,206 New
ECAM
1170
East Coast Asset Management
Massachusetts
$256K
IIM
1171
Ipswich Investment Management
Massachusetts
$256K
AAM
1172
Aureus Asset Management
Massachusetts
$255K
DA
1173
Doliver Advisors
Texas
$255K +$22.4K +280 +10%
MCM
1174
Mengis Capital Management
Oregon
$254K -$28K -350 -10%
1IA
1175
1834 Investment Advisors
Wisconsin
$254K

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.