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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
Aviva
126
Aviva
United Kingdom
$73.3M -$8.9M -111,144 -11%
AQR Capital Management
127
AQR Capital Management
Connecticut
$72.7M +$29.8M +371,907 +70%
GC
128
Guggenheim Capital
Illinois
$72.3M +$5.29M +66,060 +8%
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$71.8M
SCM
130
Sterling Capital Management
North Carolina
$71.7M +$63.8M +796,118 +861%
Loomis, Sayles & Company
131
Loomis, Sayles & Company
Massachusetts
$66.8M -$10.2M -127,392 -13%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$63.1M -$121M -1,513,932 -66%
TG
133
TCW Group
California
$62.8M -$1.96M -24,501 -3%
NC
134
Nicholas Company
Wisconsin
$61M -$248K -3,100 -0.4%
Axa
135
Axa
France
$58.3M +$1.6M +19,925 +3%
CIC
136
Crawford Investment Counsel
Georgia
$58.1M +$2.5M +31,218 +5%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$57.2M +$12.5M +156,175 +28%
IIP
138
Intermede Investment Partners
United Kingdom
$57.1M +$2.83M +35,350 +5%
CI
139
Cambiar Investors
Colorado
$54.9M +$54.5M +680,045 New
GTP
140
Global Thematic Partners
New York
$54.6M -$3.07M -38,387 -5%
TIM
141
Thornburg Investment Management
New Mexico
$54.5M +$401K +5,011 +0.7%
RCAMU
142
Rothschild & Co Asset Management US
Connecticut
$54M -$5.09M -63,527 -9%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$54M -$1.86M -23,242 -3%
KBC Group
144
KBC Group
Belgium
$51.9M -$13.5M -168,172 -21%
ACI
145
AMP Capital Investors
Australia
$50.7M -$5.28M -65,934 -9%
CIP
146
Cornerstone Investment Partners
Georgia
$50.7M -$3.05M -38,107 -6%
JMPWA
147
JP Morgan Private Wealth Advisors
California
$50.1M +$492K +6,138 +1%
SDIC
148
South Dakota Investment Council
South Dakota
$49.9M -$3.46M -43,145 -7%
MAM
149
Martingale Asset Management
Massachusetts
$49.8M +$2.79M +34,884 +6%
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$49.6M -$4.15M -51,800 -8%

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.