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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
HT
1276
Heritage Trust
Oklahoma
$99K
VIA
1277
Vantage Investment Advisors
Pennsylvania
$98K -$49.3K -615 -34%
IBOK
1278
Independence Bank of Kentucky
Kentucky
$97K +$96.3K +1,202 New
PAM
1279
Paradigm Asset Management
New York
$96.9K
PMFA
1280
Plante Moran Financial Advisors
Michigan
$96K -$13.7K -171 -13%
FNB
1281
Farmers National Bank
Kentucky
$94K +$93K +1,161 New
AIS
1282
AlphaOne Investment Services
Pennsylvania
$89K -$18.8K -235 -17%
PWM
1283
Paulson Wealth Management
Illinois
$87K +$86.6K +1,081 New
NSB
1284
Norway Savings Bank
Maine
$85K -$29.7K -371 -26%
DMK
1285
David M. Knott
$85K
FFC
1286
First Financial Corp
Indiana
$84K
LA
1287
Legacy Advisors
Pennsylvania
$81K
AIS
1288
Accurate Investment Solutions
Pennsylvania
$78K
IAM
1289
Integre Asset Management
New York
$78K +$77.3K +965 New
CBOA
1290
Commonwealth Bank of Australia
Australia
$76K +$5.45K +68 +8%
RBC
1291
Roble Belko & Company
Pennsylvania
$74K +$73.7K +920 New
AIM
1292
Arcadia Investment Management
Michigan
$73K
CFG
1293
CKW Financial Group
Hawaii
$73K +$24K +300 +50%
TFS
1294
TrustCore Financial Services
Tennessee
$72K +$71.4K +892 New
DCM
1295
Delpha Capital Management
New York
$70K +$69.6K +869 New
PCM
1296
Poehling Capital Management
Wisconsin
$69K +$68.1K +850 New
ED
1297
Exane Derivatives
France
$68K +$67.4K +842 New
PFBT
1298
Parkside Financial Bank & Trust
Missouri
$68K -$25.5K -319 -28%
LC
1299
Landaas & Company
Wisconsin
$67K -$211K -2,630 -76%
SHJ
1300
Sharkey, Howes & Javer
Colorado
$65K -$52K -649 -45%

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.