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Medtronic

1,246 hedge funds and large institutions have $89.9B invested in Medtronic in 2015 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 619 increasing their positions, 299 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 619 | Existing positions reduced: 299

76% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 144

44% more capital invested

Capital invested by funds: $62.6B → $89.9B (+$27.3B)

37% more funds holding in top 10

Funds holding in top 10: 6792 (+25)

32% more call options, than puts

Call options by funds: $520M | Put options by funds: $394M

8% more funds holding

Funds holding: 1,1541,246 (+92)

6.85% less ownership

Funds ownership: 88.45%81.6% (-6.8%)

Holders
1,246
Holders Change
+92
Holders Change %
+7.97%
% of All Funds
33.2%
Holding in Top 10
92
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.31%
% of All Funds
2.45%
New
253
Increased
619
Reduced
299
Closed
144
Calls
$520M
Puts
$394M
Net Calls
+$125M
Net Calls Change
-$330M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
226
Oakbrook Investments
Illinois
$29M +$2.1M +27,766 +8%
HCMT
227
Highland Capital Management (Texas)
Texas
$29M +$28.2M +371,619 New
MCM
228
Marsico Capital Management
Colorado
$28.9M +$2.18M +28,758 +8%
RMDI
229
R.M. Davis Inc
Maine
$28.2M +$26.6M +351,012 +3,258%
HIMCH
230
Hartford Investment Management Co (HIMCO)
Connecticut
$28M +$8.08M +106,568 +42%
IRF
231
IBM Retirement Fund
New York
$27.6M +$8.15M +107,508 +44%
B
232
BP
United Kingdom
$27.4M -$252K -3,320 -0.9%
CC
233
Chubb Corp
New Jersey
$27.3M
EIM
234
ExxonMobil Investment Management
Texas
$26.7M +$8.39M +110,643 +48%
BAMS
235
Bellevue Asset Management (Switzerland)
Switzerland
$26.5M +$25.8M +340,000 New
FPCG
236
Fort Pitt Capital Group
Pennsylvania
$25.4M -$69.2K -913 -0.3%
NPIT
237
National Penn Investors Trust
Pennsylvania
$25.4M +$557K +7,355 +2%
GMI
238
Greystone Managed Investments
Saskatchewan, Canada
$25.3M +$24.6M +324,887 New
Marshall Wace
239
Marshall Wace
United Kingdom
$25.3M +$18M +237,405 +273%
CT
240
Cambridge Trust
Massachusetts
$25.2M +$6.22M +82,000 +34%
FMW
241
Farr Miller & Washington
District of Columbia
$24.8M -$11.1M -145,990 -31%
FAF
242
Fjarde Ap-fonden
Sweden
$24.8M +$6.17M +81,449 +35%
CTB
243
Country Trust Bank
Illinois
$24.7M +$12.4M +164,027 +107%
FIM
244
Foresters Investment Management
New York
$24.1M +$23.4M +309,066 New
CA
245
Commerzbank Aktiengesellschaft
Germany
$23.8M +$9.44M +124,555 +69%
MI
246
Markston International
New York
$23.8M +$7.63M +100,657 +49%
Calamos Advisors
247
Calamos Advisors
Illinois
$23.6M -$2.09M -27,545 -8%
DJSG
248
D.J. St. Germain
Massachusetts
$23.2M -$147K -1,944 -0.6%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$23.1M +$6.99M +92,216 +45%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$22.8M +$2.09M +27,558 +10%

MDT Hedge Fund Activity: Q1 2015 in Review

1,246 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2015, worth a combined $89.9B — up 44% from $62.6B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new MDT positions and 144 closed out — a net gain of 109 holders — while 619 added to existing stakes and 299 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.06B. The largest seller was Deutsche Bank, cutting an estimated $467M.

  • 1,246 institutional investors held Medtronic (MDT) as of Q1 2015, up from 1,154 in Q4 2014.
  • Funds reported $89.9B of Medtronic stock for Q1 2015, up 44% quarter-over-quarter.
  • 253 funds opened new Medtronic positions in Q1 2015 and 144 closed out, a net change of +109 holders.
  • The largest Medtronic buyer in Q1 2015 was Vanguard Group, an estimated $2.06B added.
  • The largest Medtronic seller in Q1 2015 was Deutsche Bank, an estimated $467M sold.

Based on aggregated 13F filings for Q1 2015.