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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
DA
1176
DSC Advisors
Illinois
$254K +$26.8K +335 +12%
MCM
1177
Millie Capital Management
California
$252K -$1.63M -20,414 -87%
VHAM
1178
Van Hulzen Asset Management
California
$250K +$248K +3,102 New
GA
1179
Gateway Advisory
New Jersey
$248K -$10.3K -128 -4%
CPA
1180
Capital Planning Advisors
California
$248K +$246K +3,066 New
HF
1181
HRT Financial
New York
$248K +$247K +3,082 New
LC
1182
LCNB Corp
Ohio
$246K +$6.01K +75 +3%
LFS
1183
Legacy Financial Strategies
Kansas
$246K +$244K +3,041 New
TWM
1184
Titus Wealth Management
California
$246K +$244K +3,049 New
BFA
1185
Bragg Financial Advisors
North Carolina
$244K
BDWM
1186
Brewin Dolphin Wealth Management
Ireland
$242K
DAS
1187
Dynamic Advisor Solutions
Arizona
$242K -$8.33K -104 -3%
DHFB
1188
Dixon Hubard Feinour & Brown
Virginia
$242K +$240K +3,000 New
AW
1189
ACG Wealth
Georgia
$240K +$4.8K +60 +2%
SIAS
1190
Shine Investment Advisory Services
Colorado
$239K -$5.05K -63 -2%
FCFC
1191
First Commonwealth Financial Corp
Pennsylvania
$238K +$236K +2,952 New
BI
1192
Ballast Inc
Kentucky
$237K +$233K +2,913 New
FMB
1193
Field & Main Bank
Kentucky
$236K +$234K +2,925 New
DDC
1194
DF Dent & Co
Maryland
$234K +$232K +2,895 New
CCG
1195
Cypress Capital Group
Florida
$233K +$231K +2,885 New
CL
1196
CIM LLC
New York
$231K +$6.81K +85 +3%
OC
1197
Oakworth Capital
Alabama
$230K -$8.01K -100 -3%
ATFA
1198
All Terrain Financial Advisors
Minnesota
$230K +$228K +2,843 New
BW
1199
Bison Wealth
Georgia
$229K -$5.21K -65 -2%
NFC
1200
Northeast Financial Consultants
Connecticut
$229K +$21K +262 +10%

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.