Medtronic
MDT
1,409 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, 518 increasing their positions, 528 reducing their positions, and 84 closing their positions.
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: 39 → 43 (+4)
9% more funds holding
Funds holding: 1,291 → 1,409 (+118)
2% more capital invested
Capital invested by funds: $87.3B → $89.4B (+$2.09B)
2% less repeat investments, than reductions
Existing positions increased: 518 | Existing positions reduced: 528
1.04% less ownership
Funds ownership: 82.83% → 81.79% (-1%)
32% less call options, than puts
Call options by funds: $446M | Put options by funds: $657M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$492M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$481M |
| 3 |
BlackRock
New York
|
+$456M |
| 4 |
D.E. Shaw & Co
New York
|
+$224M |
| 5 |
Goldman Sachs
New York
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.68B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$452M |
| 3 |
Renaissance Technologies
New York
|
-$398M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$387M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$320M |
MDT Hedge Fund Activity: Q4 2017 in Review
1,409 of the 4,419 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 518 added to existing stakes and 528 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $492M. The largest seller was Fidelity Investments, cutting an estimated $1.68B.
- 1,409 institutional investors held Medtronic (MDT) as of Q4 2017, up from 1,291 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.