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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
VFA
401
Virtus Fund Advisers
Connecticut
$7.47M -$15.5K -205 -0.2%
CIP
402
Chartwell Investment Partners
Pennsylvania
$7.45M +$1.55M +20,460 +27%
Brown Advisory
403
Brown Advisory
Maryland
$7.42M +$7.21M +95,112 New
MCM
404
Monarch Capital Management
Indiana
$7.33M -$110K -1,445 -2%
NIA
405
Northstar Investment Advisors
Colorado
$7.3M -$95K -1,253 -1%
NPA
406
Nichols & Pratt Advisers
Massachusetts
$7.29M +$86.8K +1,145 +1%
NONA
407
Ninety One North America
New York
$7.27M +$6.38M +84,159 +928%
WBC
408
Westpac Banking Corp
Australia
$7.08M -$24.9M -328,796 -83%
WIC
409
Willis Investment Counsel
Georgia
$6.99M +$44.7K +590 +0.7%
BF
410
BOK Financial
Oklahoma
$6.94M +$1.5M +19,748 +29%
AP
411
AHL Partners
United Kingdom
$6.91M +$1M +13,239 +18%
SCM
412
Sterling Capital Management
North Carolina
$6.9M +$6.71M +88,491 New
SIM
413
Sentry Investment Management
Wisconsin
$6.81M +$2.95M +38,965 +81%
TCM
414
Tradition Capital Management
New Jersey
$6.77M -$102K -1,349 -2%
FCI
415
Financial Counselors Inc
Kansas
$6.75M +$6.56M +86,559 New
CIBC Asset Management
416
CIBC Asset Management
Ontario, Canada
$6.74M -$215K -2,842 -3%
SIRP
417
Shelter Insurance Retirement Plan
Missouri
$6.74M +$6.55M +86,422 New
WT
418
Washington Trust
Rhode Island
$6.7M +$5.72M +75,459 +720%
BACM
419
Blue Arrow Capital Management
New York
$6.63M +$6.21M +81,879 +2,623%
FCMC
420
Founders Capital Management (Connecticut)
Connecticut
$6.62M -$26.1K -345 -0.4%
AIA
421
Alerus Investment Advisors
Minnesota
$6.61M -$397K -5,235 -6%
TCOV
422
Trust Company of Vermont
Vermont
$6.55M +$4.48M +59,081 +237%
TFA
423
Toth Financial Advisory
Virginia
$6.54M -$395K -5,213 -6%
BHTS
424
Bar Harbor Trust Services
Maine
$6.39M +$20.5K +270 +0.3%
SSWM
425
Smith Salley Wealth Management
North Carolina
$6.32M +$5.81M +76,684 +1,754%

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.