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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
CPIG
1251
Chicago Partners Investment Group
Illinois
$145K +$83.3K +1,040 +137%
Cohen & Steers
1252
Cohen & Steers
New York
$137K +$16K +200 +13%
OIA
1253
OneDigital Investment Advisors
Kansas
$137K +$30.8K +385 +29%
JCM
1254
Jacobi Capital Management
Pennsylvania
$135K +$28.1K +351 +29%
QCG
1255
Quadrant Capital Group
Ohio
$128K +$15.9K +199 +13%
C
1256
Cerebellum
California
$128K +$127K +1,580 New
SFPIA
1257
Stevens First Principles Investment Advisors
California
$127K -$96.1K -1,200 -43%
BTIS
1258
BB&T Investment Services
North Carolina
$126K +$72.5K +905 +148%
BCP
1259
Blue Chip Partners
Michigan
$124K +$641 +8 +0.5%
CHP
1260
Cable Hill Partners
Oregon
$124K +$641 +8 +0.5%
IP
1261
Intellectus Partners
California
$122K
WEC
1262
Winslow Evans & Crocker
Massachusetts
$122K -$12K -150 -9%
SIC
1263
Salem Investment Counselors
North Carolina
$119K -$50.9K -635 -30%
AIM
1264
Advantage Investment Management
Iowa
$118K -$97.6K -1,219 -45%
First Eagle Investment Management
1265
First Eagle Investment Management
New York
$116K
CA
1266
Centerpoint Advisors
Massachusetts
$111K +$111K +1,381 New
WAP
1267
Wealthcare Advisory Partners
Pennsylvania
$110K +$49K +612 +82%
BC
1268
Bartlett & Co
Ohio
$109K -$32.8K -410 -23%
OSNBOA
1269
Old Second National Bank of Aurora
Illinois
$109K
WOC
1270
West Oak Capital
California
$108K
PS
1271
Portfolio Solutions
Michigan
$108K
HFP
1272
Holistic Financial Partners
Indiana
$108K +$107K +1,340 New
KTC
1273
Kistler-Tiffany Companies
Pennsylvania
$106K
KA
1274
Kaizen Advisory
Illinois
$105K +$105K +1,305 New
MOS
1275
MGO One Seven
Ohio
$104K +$103K +1,282 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.