We are live on ! Find out more
MDT icon

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
CB
1401
CNB Bank
Pennsylvania
$2K +$1.84K +23 New
WCM
1402
Wealthcare Capital Management
Virginia
$2K +$1.84K +23 New
AWE
1403
Avidian Wealth Enterprises
Texas
$1.17K -$142K -1,773 -11%
LWA
1404
Lowe Wealth Advisors
Maryland
$1K
SAM
1405
Shamrock Asset Management
Texas
$1K
Financial Engines Advisors
1406
Financial Engines Advisors
California
$1K +$721 +9 New
SP
1407
SWS Partners
Ohio
$1K +$1.36K +17 New
CIA
1408
Cascade Investment Advisors
Oregon
$807
PCG
1409
Private Capital Group
Connecticut
$497 +$490K +6,118 New
NFA
1410
Nationwide Fund Advisors
Ohio
-$50.1M -644,569 Closed
SAM
1411
Sentinel Asset Management
Vermont
-$47.9M -616,000 Closed
WBC
1412
Westpac Banking Corp
Australia
-$32.1M -412,410 Closed
HHC
1413
Hutchin Hill Capital
New York
-$22.8M -293,300 Closed
ST
1414
Sabal Trust
Florida
-$21.6M -277,741 Closed
SIA
1415
Sit Investment Associates
Minnesota
-$20.7M -265,745 Closed
RSCM
1416
Rock Springs Capital Management
Maryland
-$19.2M -247,364 Closed
CTI
1417
Community Trust & Investment
Kentucky
-$18.8M -241,975 Closed
MFAM
1418
Motley Fool Asset Management
Virginia
-$13.8M -177,772 Closed
BCM
1419
BlueCrest Capital Management
Jersey
-$10M -128,623 Closed
WF
1420
Welch & Forbes
Massachusetts
-$9.29M -119,395 Closed
QIM
1421
Quantitative Investment Management
Virginia
-$9.01M -115,900 Closed
SG
1422
Swarthmore Group
Pennsylvania
-$7.25M -93,250 Closed
AIA
1423
Avalon Investment & Advisory
Texas
-$7.08M -91,041 Closed
SCM
1424
Sio Capital Management
New York
-$4.34M -55,844 Closed
CIP
1425
Chartwell Investment Partners
Pennsylvania
-$3.89M -50,000 Closed

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.