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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
RPAM
451
Rhenman & Partners Asset Management
Sweden
$5.38M +$2.58M +34,000 +97%
PPCM
452
Pillar Pacific Capital Management
California
$5.33M +$71.2K +940 +1%
AC
453
Allstate Corporation
Illinois
$5.31M +$676K +8,924 +15%
AAIM
454
American Assets Investment Management
California
$5.3M +$3.04M +40,152 +144%
CONA
455
Capital One National Association
New York
$5.29M +$1.99M +26,234 +63%
JPMIA
456
J.P. Marvel Investment Advisors
Massachusetts
$5.29M
HIMC
457
Heritage Investors Management Corp
Maryland
$5.28M -$122K -1,612 -2%
NLI
458
Nippon Life Insurance
Japan
$5.24M +$1.11M +14,682 +28%
FSA
459
Financial Sense Advisors
California
$5.24M +$1.4M +18,439 +38%
GC
460
Gratus Capital
Georgia
$5.22M +$5.07M +66,911 New
SC
461
Skylands Capital
Wisconsin
$5.22M +$5.07M +66,886 New
MFAM
462
Motley Fool Asset Management
Virginia
$5.19M +$4.49M +59,272 +813%
GI
463
GAMCO Investors
Connecticut
$5.17M +$4.27M +56,282 +563%
LTFS
464
Ladenburg Thalmann Financial Services
Florida
$5.17M +$1.17M +15,418 +30%
RS
465
Robeco Schweiz
Switzerland
$5.14M +$37.9K +500 +0.8%
CCM
466
Catapult Capital Management
New York
$5.07M -$5.98M -78,934 -55%
HL
467
HeadInvest LLC
Maine
$5.06M -$342K -4,507 -6%
EAM
468
EULAV Asset Management
Florida
$4.99M +$455K +6,000 +10%
Westfield Capital Management
469
Westfield Capital Management
Massachusetts
$4.99M +$958K +12,638 +25%
CCA
470
Cobblestone Capital Advisors
New York
$4.97M +$73.1K +965 +2%
LDB
471
Lee, Danner & Bass
Tennessee
$4.96M +$164K +2,166 +4%
HFS
472
Haverford Financial Services
Pennsylvania
$4.8M +$4.66M +61,486 New
1SB
473
1ST Source Bank
Indiana
$4.79M +$74.9K +988 +2%
MC
474
Martin & Co
Tennessee
$4.78M +$4.65M +61,300 New
APFBOT
475
Amica Pension Fund Board of Trustees
Rhode Island
$4.77M +$1.64M +21,699 +55%

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.