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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
DWT
276
Dorsey & Whitney Trust
South Dakota
$18M +$1.48M +19,586 +9%
Kayne Anderson Rudnick Investment Management
277
Kayne Anderson Rudnick Investment Management
California
$17.9M +$17.4M +229,512 New
TAM
278
Trillium Asset Management
Massachusetts
$17.7M +$10.7M +141,061 +163%
AAM
279
Alpine Associates Management
Florida
$17.7M +$16.9M +223,541 +5,883%
NSLI
280
Nan Shan Life Insurance
Taiwan
$17.7M +$17.2M +226,800 New
MME
281
Meag Munich Ergo
Germany
$17.4M +$7.16M +94,464 +73%
JAM
282
JCIC Asset Management
Ontario, Canada
$17.2M -$110K -1,445 -0.7%
HW
283
Hancock Whitney
Mississippi
$17.1M +$637K +8,398 +4%
V
284
Veritable
Delaware
$16.8M +$8.58M +113,202 +110%
EAM
285
EverPoint Asset Management
Connecticut
$16.8M +$6.44M +85,000 +65%
HP
286
Hikari Power
Japan
$16.4M -$3.66M -48,300 -19%
GCM
287
Grisanti Capital Management
New York
$16.2M +$9.85M +129,949 +168%
SCI
288
S&CO Inc
Massachusetts
$16.2M +$171K +2,260 +1%
HNB
289
Huntington National Bank
Ohio
$16M -$551K -7,269 -3%
MLL
290
Moody Lynn & Lieberson
Massachusetts
$15.9M -$1.74M -22,972 -10%
HVIA
291
Hudson Valley Investment Advisors
New York
$15.8M +$15.4M +203,156 New
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$15.7M +$4.39M +57,913 +40%
FSA
293
Franklin Street Advisors
North Carolina
$15.7M +$7.57M +99,826 +99%
CCM
294
Copeland Capital Management
Pennsylvania
$15.6M +$15.2M +200,362 New
CTI
295
Community Trust & Investment
Kentucky
$15.6M -$3.86M -50,963 -20%
CS
296
Central Securities
New York
$15.6M
HSA
297
Hussman Strategic Advisors
Maryland
$15.6M
BS
298
Bow Street
New York
$15.6M -$5.09M -67,194 -25%
ACM
299
Academy Capital Management
Texas
$15.5M +$230K +3,037 +2%
CIM
300
Calvert Investment Management
Maryland
$15.5M +$1.49M +19,724 +11%

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.