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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
MWM
1351
Mascoma Wealth Management
New Hampshire
$23K +$3.2K +40 +17%
TCM
1352
Tradewinds Capital Management
Washington
$21K -$6.65K -83 -24%
FBT
1353
First Bank & Trust
South Dakota
$21K +$4.57K +57 +29%
FFW
1354
Fusion Family Wealth
New York
$21K +$20.5K +256 New
MIC
1355
MU Investments Company
Japan
$19K +$18.4K +230 New
WAS
1356
Winch Advisory Services
Wisconsin
$18K -$3.04K -38 -15%
PRS
1357
Pinkerton Retirement Specialists
Idaho
$18K
RCC
1358
Red Cedar Capital
Nebraska
$18K +$18.3K +229 New
MWM
1359
MinichMacGregor Wealth Management
New York
$17K
VCM
1360
Versant Capital Management
Arizona
$16K -$118K -1,479 -88%
CJA
1361
C-J Advisory
California
$16K
GBBWRPM
1362
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$14.4K +180 New
WWMSC
1363
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$14.9K +186 New
Winslow Capital Management
1364
Winslow Capital Management
Minnesota
$15K -$4.25K -53 -23%
AWMS
1365
Advocacy Wealth Management Services
Georgia
$15K
AFNAS
1366
American Financial Network Advisory Services
California
$14K +$6.01K +75 +75%
SIS
1367
Sound Income Strategies
Florida
$13K +$13K +162 New
FGC
1368
Financial Gravity Companies
Texas
$12K +$10.7K +134 New
OPWM
1369
Oak Point Wealth Management
Michigan
$12K +$12K +150 New
GTAM
1370
Global Trust Asset Management
Florida
$12K +$12.3K +153 New
MA
1371
MCF Advisors
Kentucky
$11K -$2.72K -34 -20%
SWP
1372
Strategic Wealth Partners
Ohio
$11K +$10K +125 New
MCM
1373
Mainstay Capital Management
Michigan
$11K +$11.1K +138 New
CAC
1374
Certified Advisory Corp
Florida
$11K +$11.9K +148 New
CTA
1375
Carillon Tower Advisers
Florida
$10.4K +$10.3M +128,275 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.