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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
SS
1201
Simplicity Solutions
Minnesota
$229K +$228K +2,841 New
FAIM
1202
Financial Advocates Investment Management
Washington
$228K +$227K +2,829 New
WPC
1203
White Pine Capital
Minnesota
$225K
WIP
1204
Wellesley Investment Partners
Massachusetts
$224K -$136K -1,700 -38%
HKIM
1205
Hayek Kallen Investment Management
Alabama
$224K
FPB
1206
First PREMIER Bank
South Dakota
$220K
LCM
1207
Logan Capital Management
Pennsylvania
$219K -$44.3K -553 -17%
B
1208
Brightworth
Georgia
$218K
Cetera Investment Advisers
1209
Cetera Investment Advisers
Illinois
$217K -$3.92K -49 -2%
HWM
1210
Holloway Wealth Management
Florida
$215K
AOWM
1211
Alpha Omega Wealth Management
Virginia
$215K +$4.57K +57 +2%
OFW
1212
Omnia Family Wealth
Florida
$214K +$36.3K +453 +21%
EFSCE
1213
Enterprise Financial Services Corp (EFSC)
Missouri
$213K -$18.3K -228 -8%
GP
1214
Girard Partners
Pennsylvania
$213K -$5.13K -64 -2%
OIA
1215
Optimum Investment Advisors
Illinois
$212K
GWS
1216
Glassman Wealth Services
Virginia
$212K +$2.32K +29 +1%
PC
1217
Port Capital
Illinois
$212K +$210K +2,620 New
MCM
1218
Mitchell Capital Management
Kansas
$211K +$209K +2,607 New
SFG
1219
Summit Financial Group
West Virginia
$209K -$112K -1,400 -35%
RW
1220
Rand Wealth
Maryland
$209K
NL
1221
NWAM LLC
Washington
$207K -$68.7K -858 -25%
SYBT
1222
Stock Yards Bank & Trust
Kentucky
$207K -$3.92K -49 -2%
PCA
1223
Personal Capital Advisors
California
$206K +$204K +2,546 New
BWP
1224
BSW Wealth Partners
Colorado
$206K +$204K +2,553 New
CIP
1225
Convergence Investment Partners
Florida
$204K +$202K +2,524 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.