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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
SIAP
1301
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$65K
GFP
1302
Gryphon Financial Partners
Ohio
$65K +$64.5K +805 New
AFIA
1303
America First Investment Advisors
Nebraska
$64K
AWM
1304
Aevitas Wealth Management
Massachusetts
$61K +$60.5K +755 New
ME
1305
McIlrath & Eck
Washington
$60K +$59.1K +738 New
AWM
1306
AllSquare Wealth Management
New York
$59K
LFA
1307
Legacy Financial Advisors
Kentucky
$59K +$58.8K +734 New
BWA
1308
BDO Wealth Advisors
Florida
$58K +$881 +11 +2%
HCM
1309
Horrell Capital Management
Arkansas
$57K
BWM
1310
Baystate Wealth Management
Massachusetts
$57K +$80 +1 +0.2%
GI
1311
GS Investments
Minnesota
$56.5K +$56.1K +700 New
WA
1312
Winfield Associates
Ohio
$53K +$1.28K +16 +3%
EARNEST Partners
1313
EARNEST Partners
Georgia
$53K +$52.6K +657 New
SQA
1314
Simon Quick Advisors
New Jersey
$51K -$641 -8 -1%
ARMC
1315
American Research & Management Company
Massachusetts
$51K +$38.3K +478 +319%
CCM
1316
Cribstone Capital Management
Maine
$50K
FRA
1317
Front Row Advisors
California
$49K +$48.8K +609 New
KF
1318
Krilogy Financial
Missouri
$48K -$17.3K -216 -27%
ACM
1319
AUA Capital Management
Pennsylvania
$48K +$16K +200 +50%
RFWA
1320
RPg Family Wealth Advisory
Massachusetts
$46K +$1.92K +24 +4%
SWA
1321
Sutton Wealth Advisors
Florida
$44.7K -$14.3K -179 -24%
CAL
1322
Capital Analysts LLC
Pennsylvania
$44K +$80 +1 +0.2%
MCM
1323
Manchester Capital Management
Vermont
$43K +$34.7K +433 +456%
THWM
1324
Taylor Hoffman Wealth Management
Virginia
$43K +$42.8K +535 New
PS
1325
Portfolio Strategies
New York
$42K +$41.9K +523 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.