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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
VNA
1326
Valley National Advisers
Pennsylvania
$41K -$40K -500 -50%
CM
1327
Castleark Management
Illinois
$39K
BGC
1328
Beutel, Goodman & Co
Ontario, Canada
$39K +$48.5K +605 New
WC
1329
Whitnell & Co
Illinois
$35K -$35.6K -445 -51%
PGWM
1330
Parisi Gray Wealth Management
New Jersey
$35K +$33.9K +423 New
GAM
1331
Gemmer Asset Management
California
$34K +$4.25K +53 +14%
NCM
1332
Nelson Capital Management
California
$34K +$9.21K +115 +38%
MSA
1333
Marino Stram & Associates
Massachusetts
$34K +$34.1K +426 New
FMTCOCP
1334
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33.6K +$5.61K +70 +20%
CAW
1335
Cornerstone Advisors (Washington)
Washington
$33K -$16.5K -206 -33%
SBL
1336
Sargent Bickham Lagudis
Colorado
$33K -$16K -200 -33%
POIA
1337
Pin Oak Investment Advisors
Texas
$32K +$32K +400 New
M
1338
MOTCO
Texas
$31K -$9.45K -118 -23%
RFA
1339
Reilly Financial Advisors
California
$31K -$4K -50 -11%
SNT
1340
Security National Trust
West Virginia
$30K
FA
1341
Fortis Advisors
Pennsylvania
$29K -$4K -50 -12%
JAM
1342
Jolley Asset Management
North Carolina
$28K
SPI
1343
Santori & Peters Inc
Pennsylvania
$28K +$28.8K +359 New
BC
1344
Barnett & Company
Tennessee
$24K
TC
1345
Trust Company
Kansas
$24K
ADL
1346
Asset Dedication LLC
California
$24K +$21.2K +265 +616%
GSC
1347
G&S Capital
Colorado
$24K +$23.9K +298 New
FCB
1348
First Command Bank
Texas
$23K -$9.05K -113 -28%
FCFS
1349
First Command Financial Services
Texas
$23K -$9.05K -113 -28%
JWA
1350
JFS Wealth Advisors
Pennsylvania
$23K

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.