We are live on ! Find out more
MDT icon

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
Daiwa Securities Group
426
Daiwa Securities Group
Japan
$6.29M +$4.36M +57,460 +248%
KIA
427
KCM Investment Advisors
California
$6.2M +$360K +4,746 +6%
NI
428
Nepsis Inc
Minnesota
$6.18M -$114K -1,502 -2%
SLI
429
Sumitomo Life Insurance
Japan
$6.12M +$760K +10,031 +15%
LMGAM
430
Liberty Mutual Group Asset Management
Massachusetts
$6.08M +$1.3M +17,217 +28%
BAM
431
Berkshire Asset Management
Pennsylvania
$6.07M +$5.58M +73,685 +1,780%
CTC
432
Central Trust Company
Missouri
$6.06M +$1.44M +18,949 +32%
Janney Montgomery Scott
433
Janney Montgomery Scott
Pennsylvania
$6.06M +$2.18M +28,710 +59%
LD
434
Lipe & Dalton
New York
$6.03M -$316K -4,167 -5%
ANI
435
American National Insurance
Texas
$6M +$5.83M +76,883 New
LBC
436
Lawrence B. Cohen
$5.88M -$46.8K -618 -0.8%
SGH
437
Sivik Global Healthcare
Connecticut
$5.85M +$5.68M +75,000 New
CCM
438
Cohen Capital Management
California
$5.84M -$12.7K -167 -0.2%
CIBC World Market
439
CIBC World Market
Ontario, Canada
$5.81M +$952K +12,563 +20%
NCM
440
Novare Capital Management
North Carolina
$5.68M +$4.95M +65,284 +869%
ECM
441
Evergreen Capital Management
Washington
$5.65M -$403K -5,318 -7%
EVM
442
Evelyn V. Moreno
$5.64M -$261K -3,450 -5%
GL
443
Globe Life
Texas
$5.62M
PFC
444
Phocas Financial Corp
California
$5.59M -$786K -10,366 -13%
Fayez Sarofim & Co
445
Fayez Sarofim & Co
Texas
$5.57M +$22.2K +293 +0.4%
EHC
446
Everett Harris & Co
California
$5.54M -$3.41K -45 -0.1%
WF
447
Welch & Forbes
Massachusetts
$5.54M +$2.7M +35,582 +100%
SFA
448
Staton Financial Advisors
North Carolina
$5.5M +$5.34M +70,493 New
PWAG
449
Polaris Wealth Advisory Group
California
$5.46M +$5.31M +70,041 New
EI
450
EDMP Inc
Florida
$5.42M -$49.6K -655 -0.9%

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.