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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.63B +$115M +1,438,726 +1%
BlackRock
2
BlackRock
New York
$7.64B +$456M +5,688,180 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.79B +$481M +6,000,207 +9%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$4.87B +$73.6M +919,237 +2%
State Street
5
State Street
Massachusetts
$4.69B -$107M -1,336,732 -2%
Franklin Resources
6
Franklin Resources
California
$3.07B -$45.1M -562,793 -1%
Lazard Asset Management
7
Lazard Asset Management
New York
$2.09B +$5.78M +72,232 +0.3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.05B -$320M -3,990,443 -14%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.96B -$63.2M -788,884 -3%
Artisan Partners
10
Artisan Partners
Wisconsin
$1.79B -$139M -1,741,680 -7%
Dodge & Cox
11
Dodge & Cox
California
$1.48B +$492M +6,137,663 +51%
Northern Trust
12
Northern Trust
Illinois
$1.32B -$24.2M -302,745 -2%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B -$70.1M -875,680 -5%
Bank of America
14
Bank of America
North Carolina
$1.26B -$452M -5,641,846 -27%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.26B -$1.68B -20,998,557 -57%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.16B -$22.2M -277,143 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.14B +$28.1M +351,256 +3%
UBS Group
18
UBS Group
Switzerland
$1.11B +$84.1M +1,050,215 +8%
Wells Fargo
19
Wells Fargo
California
$1.06B +$62.6M +781,446 +6%
Norges Bank
20
Norges Bank
Norway
$981M +$17.5M +218,257 +2%
Ameriprise
21
Ameriprise
Minnesota
$738M -$180M -2,252,546 -20%
Goldman Sachs
22
Goldman Sachs
New York
$733M +$181M +2,265,494 +33%
Primecap Management
23
Primecap Management
California
$707M -$40.3M -502,912 -5%
Morgan Stanley
24
Morgan Stanley
New York
$703M -$45M -561,779 -6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$695M -$10.7M -133,222 -2%

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.