Medtronic
MDT
1,291 hedge funds and large institutions have $87.3B invested in Medtronic in 2017 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 529 increasing their positions, 474 reducing their positions, and 94 closing their positions.
20% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 94
12% more repeat investments, than reductions
Existing positions increased: 529 | Existing positions reduced: 474
1.36% more ownership
Funds ownership: 81.46% → 82.83% (+1.4%)
1% more funds holding
Funds holding: 1,281 → 1,291 (+10)
11% less capital invested
Capital invested by funds: $98.3B → $87.3B (-$11B)
38% less funds holding in top 10
Funds holding in top 10: 63 → 39 (-24)
52% less call options, than puts
Call options by funds: $268M | Put options by funds: $563M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$641M |
| 2 |
Janus Henderson Group
London,
|
+$619M |
| 3 |
Renaissance Technologies
New York
|
+$495M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$355M |
| 5 |
Lazard Asset Management
New York
|
+$282M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.25B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$709M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$258M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$238M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$197M |
MDT Hedge Fund Activity: Q3 2017 in Review
1,291 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2017, worth a combined $87.3B — down 11% from $98.3B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new MDT positions and 94 closed out — a net gain of 19 holders — while 529 added to existing stakes and 474 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $641M. The largest seller was Fidelity Investments, cutting an estimated $1.25B.
- 1,291 institutional investors held Medtronic (MDT) as of Q3 2017, up from 1,281 in Q2 2017.
- Funds reported $87.3B of Medtronic stock for Q3 2017, down 11% quarter-over-quarter.
- 113 funds opened new Medtronic positions in Q3 2017 and 94 closed out, a net change of +19 holders.
- The largest Medtronic buyer in Q3 2017 was Wellington Management Group, an estimated $641M added.
- The largest Medtronic seller in Q3 2017 was Fidelity Investments, an estimated $1.25B sold.
Based on aggregated 13F filings for Q3 2017.