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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
HTI
326
Hikari Tsushin Inc
Japan
$12.7M -$4.28M -56,495 -26%
PAS
327
Professional Advisory Services
Florida
$12.6M -$3.86M -50,977 -24%
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$12.6M +$12.2M +161,400 New
Asset Management One
329
Asset Management One
Japan
$12.6M +$3.85M +50,763 +46%
RMA
330
Roffman Miller Associates
Pennsylvania
$12.5M +$228K +3,010 +2%
QI
331
QS Investors
New York
$12.5M -$2.23M -29,464 -16%
LPL Financial
332
LPL Financial
California
$12.5M +$2.36M +31,089 +23%
RSCM
333
Rail-Splitter Capital Management
Illinois
$12.4M +$12M +158,675 New
LS
334
Livforsakringsbolaget Skandia
Sweden
$12.2M +$2.9M +38,305 +32%
NB
335
Norinchukin Bank
Japan
$12.1M +$3.58M +47,254 +44%
SBH
336
Segall Bryant & Hamill
Illinois
$12.1M +$11.3M +148,731 +2,329%
HighTower Advisors
337
HighTower Advisors
Illinois
$12M -$704K -9,288 -6%
CGT
338
Capital Guardian Trust
California
$12M +$11.1M +146,271 +1,958%
KLC
339
Knowledge Leaders Capital
Colorado
$12M -$758K -9,995 -6%
IEFM
340
IQ EQ Fund Management
Ireland
$11.8M +$3.1M +40,876 +44%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$11.5M +$2.26M +29,758 +25%
SFM
342
Systematic Financial Management
New Jersey
$11.5M +$3.15M +41,514 +39%
Los Angeles Capital Management
343
Los Angeles Capital Management
California
$11.5M -$2.35M -30,965 -17%
FIM
344
Frontier Investment Management
Texas
$11.2M +$535K +7,065 +5%
RFC
345
Regions Financial Corp
Alabama
$11M +$1.82M +23,971 +21%
AAM
346
Auxier Asset Management
Oregon
$10.9M -$441K -5,812 -4%
SCCM
347
Schafer Cullen Capital Management
New York
$10.9M +$2.51M +33,166 +31%
HHAA
348
Henry H. Armstrong Associates
Pennsylvania
$10.8M +$48.5K +640 +0.5%
SCM
349
Sandler Capital Management
New York
$10.8M +$3.25M +42,840 +45%
Voloridge Investment Management
350
Voloridge Investment Management
Florida
$10.7M -$20.4M -269,267 -66%

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.