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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
UCFA
301
United Capital Financial Advisors
Texas
$15.3M +$7.14M +94,249 +84%
IHL
302
Investment House LLC
California
$15.2M -$1.97M -26,038 -12%
KCM
303
Kingdon Capital Management
New York
$14.9M -$5.51M -72,675 -28%
OC
304
Oppenheimer & Co
New York
$14.8M +$987K +13,025 +7%
CAG
305
Crestwood Advisors Group
Massachusetts
$14.6M +$4.17M +55,025 +42%
RBCM
306
Raub Brock Capital Management
California
$14.5M -$239K -3,151 -2%
MSA
307
Mason Street Advisors
Wisconsin
$14.3M -$27.8M -367,041 -67%
B
308
Barings
North Carolina
$14.2M +$5.53M +72,900 +66%
Nomura Asset Management
309
Nomura Asset Management
Japan
$13.9M +$3.65M +48,211 +37%
LIA
310
LS Investment Advisors
Michigan
$13.8M +$8.72M +115,049 +186%
PA
311
Pinnacle Associates
New York
$13.6M +$3.86M +50,924 +41%
MC
312
Muhlenkamp & Co
Pennsylvania
$13.5M +$13.2M +173,653 New
BA
313
Bridgewater Associates
Connecticut
$13.5M +$10.3M +136,200 +372%
TSW
314
Thompson Siegel & Walmsley
Virginia
$13.5M -$153K -2,025 -1%
OA
315
Oak Associates
Ohio
$13.2M +$1.5M +19,827 +13%
MCM
316
MAI Capital Management
Ohio
$13.1M +$970K +12,798 +8%
PIM
317
Perkins Investment Management
Illinois
$13M +$3.46M +45,692 +38%
CG
318
Colony Group
Massachusetts
$13M +$11.2M +147,988 +798%
MAM
319
Martingale Asset Management
Massachusetts
$13M +$1.05M +13,838 +9%
SFM
320
Stack Financial Management
Montana
$13M +$306K +4,035 +2%
WAM
321
World Asset Management
Michigan
$13M +$3.76M +49,670 +43%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$12.8M +$3.48M +45,954 +39%
COPPSERS
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.8M +$10.6M +139,846 +592%
CFB
324
Cullen/Frost Bankers
Texas
$12.7M +$9.18M +121,077 +286%
TU
325
TDAM USA
Ontario, Canada
$12.7M -$320K -4,220 -3%

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.