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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
AR
251
Advisory Research
Illinois
$22.5M -$1M -13,223 -4%
BHC
252
Bowen Hanes & Co
Florida
$22.1M -$1.02M -13,409 -5%
MHC
253
Meyer Handelman Company
New York
$21.9M +$21.3M +280,828 New
Macquarie Group
254
Macquarie Group
Australia
$21.6M +$4.65M +61,373 +28%
ECM
255
Estabrook Capital Management
New York
$21.6M +$21M +276,564 New
VRS
256
Virginia Retirement Systems
Virginia
$20.4M +$15M +197,847 +311%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$20.4M +$9.93M +131,002 +101%
BTS
258
BB&T Securities
Virginia
$20.3M +$1.4M +18,522 +247%
FQ
259
First Quadrant
California
$20.3M +$18.4M +242,300 +1,370%
CNB
260
City National Bank
California
$20.3M +$17.8M +234,218 +919%
BG
261
Bahl & Gaynor
Ohio
$20.2M +$794K +10,474 +4%
URS
262
Utah Retirement Systems
Utah
$19.9M +$6.27M +82,764 +48%
CIA
263
CCM Investment Advisers
South Carolina
$19.8M -$3.84M -50,705 -17%
BNP Paribas Financial Markets
264
BNP Paribas Financial Markets
France
$19.7M -$24.3M -320,597 -56%
CAM
265
Capstone Asset Management
Texas
$19.7M +$2.53M +33,419 +15%
DDPIC
266
Deroy & Devereaux Private Investment Counsel
Michigan
$19.4M +$7.59M +100,076 +67%
CCM
267
Cobalt Capital Management
New Jersey
$19.3M +$18.8M +247,500 New
JCM
268
Janney Capital Management
Pennsylvania
$19.1M +$312K +4,113 +2%
GD
269
Grandfield & Dodd
New York
$18.7M +$501K +6,609 +3%
DILH
270
Dai-ichi Life Holdings
Japan
$18.6M +$8.77M +115,671 +95%
PNC
271
Park National Corp
Ohio
$18.5M -$218K -2,874 -1%
BFS
272
Bradley Foster & Sargent
Connecticut
$18.4M +$17.9M +236,219 New
TCM
273
Tetrem Capital Management
Manitoba, Canada
$18.3M +$17.8M +235,039 New
SG Americas Securities
274
SG Americas Securities
New York
$18.1M -$17.1M -225,232 -49%
AWCI
275
Alpine Woods Capital Investors
New York
$18M +$17.5M +231,000 New

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.