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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
SLAM
151
Swiss Life Asset Management
$48.1M +$47.7M +595,460 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$47.2M -$3.77M -47,097 -7%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$47.1M +$5.52M +68,931 +13%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$46.6M -$4.47M -55,802 -9%
JIC
155
Johnson Investment Counsel
Ohio
$46.1M +$548K +6,842 +1%
PI
156
PGGM Investments
Netherlands
$46M -$65.9M -823,091 -59%
WCM
157
Wedge Capital Management
North Carolina
$46M +$45.6M +569,389 New
AG
158
Aperio Group
California
$45.5M +$11.3M +141,569 +34%
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$45.5M +$12.4M +155,252 +38%
WA
160
WestEnd Advisors
North Carolina
$44.1M -$1.97M -24,579 -4%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$43.7M -$3.31M -41,311 -7%
SIC
162
Schwartz Investment Counsel
Michigan
$43.5M +$389K +4,857 +0.9%
PC
163
Polar Capital
United Kingdom
$43.2M -$14M -174,349 -25%
DC
164
Davenport & Co
Virginia
$42M +$41M +512,013 +6,398%
Fidelity International
165
Fidelity International
Bermuda
$41.5M +$90.9K +1,135 +0.2%
TCM
166
Tekla Capital Management
Massachusetts
$40.9M -$5.95M -74,300 -13%
Citadel Advisors
167
Citadel Advisors
Florida
$40.7M -$810K -10,111 -2%
H
168
Hexavest
Quebec, Canada
$39.5M +$527K +6,574 +1%
BTW
169
Boston Trust Walden
Massachusetts
$39.2M -$2.28M -28,467 -6%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$38.9M -$403K -5,038 -1%
FGP
171
Foyston, Gordon, & Payne
Ontario, Canada
$38.3M -$7.2M -89,937 -16%
VNIM
172
Vaughan Nelson Investment Management
Texas
$37.3M +$917K +11,447 +3%
MMH
173
Menora Mivtachim Holdings
Israel
$37M +$18.5M +230,490 +101%
Bank of Nova Scotia
174
Bank of Nova Scotia
Ontario, Canada
$36.8M +$17.7M +220,534 +94%
SI
175
Sentry Investments
Ontario, Canada
$36.1M -$1.04M -13,000 -3%

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.