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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
RFS
101
Rockefeller Financial Services
New York
$110M +$106M +1,318,054 +2,695%
HA
102
Homestead Advisers
Virginia
$110M
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$109M -$4M -50,000 -4%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$109M +$6.09M +76,000 +6%
Millennium Management
105
Millennium Management
New York
$105M +$37M +462,158 +55%
SEI Investments
106
SEI Investments
Pennsylvania
$103M -$7.77M -97,066 -7%
EIC
107
Equity Investment Corp
Georgia
$101M -$2.09M -26,122 -2%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$95M -$5.74M -71,656 -6%
Stifel Financial
109
Stifel Financial
Missouri
$94.1M +$7.82M +97,636 +9%
RJA
110
Raymond James & Associates
Florida
$91.3M +$987K +12,325 +1%
FMI
111
Factory Mutual Insurance
Massachusetts
$91.2M +$2M +25,000 +2%
GIA
112
Gateway Investment Advisers
Ohio
$90.6M +$9.84M +122,848 +12%
Two Sigma Investments
113
Two Sigma Investments
New York
$88.5M -$21M -261,635 -19%
EVM
114
Eaton Vance Management
Massachusetts
$87.1M +$6.22M +77,647 +8%
ProShare Advisors
115
ProShare Advisors
Maryland
$86.4M +$16.7M +208,401 +24%
HTC
116
Haverford Trust Company
Pennsylvania
$85.8M -$106K -1,318 -0.1%
FAM
117
Fred Alger Management
New York
$85.2M -$25.9M -323,231 -23%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$85.2M -$10.8M -135,176 -11%
US Bancorp
119
US Bancorp
Minnesota
$82.6M -$740K -9,243 -0.9%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$80M -$97.5K -1,218 -0.1%
CGI
121
Comgest Global Investors
France
$78M -$2.32M -29,000 -3%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$77.4M +$75.8M +946,652 +7,694%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$75.9M +$74.6M +930,956 +10,044%
Luther King Capital Management (LKCM)
124
Luther King Capital Management (LKCM)
Texas
$75.3M -$58.1M -724,955 -44%
CI Investments Inc
125
CI Investments Inc
Ontario, Canada
$75.1M +$308K +3,851 +0.4%

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.