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Medtronic

1,290 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.

New
Increased
Maintained
Reduced
Closed

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: 1,2801,290 (+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: 6339 (-24)

53% less call options, than puts

Call options by funds: $264M | Put options by funds: $561M

Holders
1,290
Holders Change
+10
Holders Change %
+0.78%
% of All Funds
32.16%
Holding in Top 10
39
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-38.1%
% of All Funds
0.97%
New
113
Increased
529
Reduced
474
Closed
94
Calls
$264M
Puts
$561M
Net Calls
-$297M
Net Calls Change
-$193M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.2B +$59M +710,986 +0.7%
BlackRock
2
BlackRock
New York
$6.91B -$50.2M -604,829 -0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.11B +$641M +7,717,991 +13%
State Street
4
State Street
Massachusetts
$4.62B -$173M -2,081,823 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$4.62B +$23.5M +282,830 +0.5%
Franklin Resources
6
Franklin Resources
California
$3B +$24.3M +292,849 +0.8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.85B -$1.25B -15,015,381 -29%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.28B -$175M -2,107,156 -7%
Lazard Asset Management
9
Lazard Asset Management
New York
$2B +$282M +3,391,398 +15%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.95B +$79.8M +961,217 +4%
Artisan Partners
11
Artisan Partners
Wisconsin
$1.86B +$22.4M +269,814 +1%
Bank of America
12
Bank of America
North Carolina
$1.65B +$355M +4,276,815 +25%
Northern Trust
13
Northern Trust
Illinois
$1.29B +$74.3M +894,655 +6%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.29B -$258M -3,111,277 -16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.14B -$5.12M -61,701 -0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.07B +$31.8M +383,281 +3%
UBS Group
17
UBS Group
Switzerland
$991M +$82.4M +992,008 +8%
Wells Fargo
18
Wells Fargo
California
$963M +$13.7M +165,149 +1%
Dodge & Cox
19
Dodge & Cox
California
$945M +$46.8M +563,224 +5%
Norges Bank
20
Norges Bank
Norway
$928M +$26M +313,368 +3%
Ameriprise
21
Ameriprise
Minnesota
$886M +$162M +1,954,535 +21%
Morgan Stanley
22
Morgan Stanley
New York
$720M +$133M +1,603,573 +21%
Primecap Management
23
Primecap Management
California
$720M -$50.9M -612,900 -6%
American Century Companies
24
American Century Companies
Missouri
$706M +$195M +2,354,467 +35%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$680M +$11M +132,553 +2%

MDT Hedge Fund Activity: Q3 2017 in Review

1,290 of the 4,011 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.

  • 1,290 institutional investors held Medtronic (MDT) as of Q3 2017, up from 1,280 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.