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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
MUS
1376
Mitsubishi UFJ Securities
Japan
$10K -$10.4K -130 -50%
RIA
1377
RPG Investment Advisory
California
$10K
MPPLM
1378
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10K +$10.4K +130 New
CPA
1379
Clear Perspective Advisors
Illinois
$9K -$43.3K -541 -83%
BWA
1380
Burt Wealth Advisors
Maryland
$9K
AA
1381
AlphaMark Advisors
Kentucky
$8K
RCG
1382
Ruggie Capital Group
Florida
$8K +$7.61K +95 New
DOA
1383
D'Orazio & Associates
Virginia
$8K +$8.01K +100 New
MBT
1384
Monroe Bank & Trust
Michigan
$8K +$8.01K +100 New
NPP
1385
New Potomac Partners
Maryland
$7K +$6.65K +83 New
ECM
1386
Exchange Capital Management
Michigan
$6K
TIM
1387
Tortoise Investment Management
New York
$6K +$5.69K +71 New
PSC
1388
Piper Sandler & Co
Minnesota
$6K +$6.17K +77 New
FFG
1389
Ford Financial Group
California
$6K +$6.41K +80 New
BGIM
1390
Brandywine Global Investment Management
Pennsylvania
$5K -$51.7M -646,023 -100%
WWM
1391
Willingdon Wealth Management
North Carolina
$5K +$4.88K +61 New
AWA
1392
Acorn Wealth Advisors
Michigan
$5K +$5.13K +64 New
FMP
1393
Financial Management Professionals
Texas
$5K +$5.37K +67 New
BCI
1394
Brinker Capital Investments
Pennsylvania
$4K -$4.25K -53 -53%
PO
1395
Private Ocean
California
$4K -$801 -10 -15%
PFGIA
1396
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.28K +41 New
WCAMG
1397
Woodard & Company Asset Management Group
North Carolina
$4K +$3.76K +47 New
Walleye Trading
1398
Walleye Trading
New York
$3.11K +$868K +10,834 +39%
AIA
1399
Arcadia Investment Advisors
Idaho
$2.83K +$2.8K +35 New
CIM
1400
Contravisory Investment Management
Massachusetts
$2K

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.