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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
RT
1226
Rockland Trust
Massachusetts
$204K +$202K +2,528 New
CCM
1227
Carlson Capital Management
Minnesota
$203K -$41K -512 -17%
PWLP
1228
Prio Wealth Limited Partnership
Massachusetts
$203K +$202K +2,525 New
PI
1229
Parkside Investments
Illinois
$202K +$200K +2,500 New
EA
1230
Edge Advisors
Georgia
$197K -$5.69K -71 -3%
MCM
1231
MV Capital Management
Maryland
$197K -$1.6K -20 -0.8%
RPC
1232
Rossmore Private Capital
Connecticut
$197K +$195K +2,436 New
HI
1233
Hudock Inc
Pennsylvania
$183K +$2.08K +26 +1%
LCM
1234
Liberty Capital Management
Michigan
$182K -$20.9K -261 -11%
LPIC
1235
LeJeune Puetz Investment Counsel
Michigan
$180K
PCP
1236
Proficio Capital Partners
Massachusetts
$178K +$59.7K +745 +51%
PHK
1237
Point72 Hong Kong
Hong Kong
$177K +$176K +2,195 New
FCMT
1238
Founders Capital Management (Texas)
Texas
$173K
AIP
1239
Almanack Investment Partners
Pennsylvania
$168K +$11.1K +138 +7%
FANJ
1240
Financial Architects (New Jersey)
New Jersey
$168K +$14.9K +186 +10%
NAMA
1241
Nikko Asset Management Americas
New York
$163K
NSIM
1242
North Star Investment Management
Illinois
$161K
TSW
1243
Thompson Siegel & Walmsley
Virginia
$158K -$8.01K -100 -5%
SFG
1244
SevenBridge Financial Group
Pennsylvania
$157K -$20K -250 -11%
HFM
1245
Hartford Financial Management
Connecticut
$155K
NEI
1246
Northwest & Ethical Investments
Ontario, Canada
$153K +$152K +1,900 New
EWM
1247
Endurance Wealth Management
Rhode Island
$153K
CTB
1248
Country Trust Bank
Illinois
$153K +$881 +11 +0.6%
FPS
1249
Fieldpoint Private Securities
Connecticut
$148K -$216K -2,692 -60%
BAM
1250
Barrett Asset Management
New York
$147K +$131K +1,635 +856%

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.