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
Dodge & Cox
26
Dodge & Cox
California
$678M -$9.19M -121,196 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$676M +$264M +3,488,847 +67%
IC
28
Institutional Capital
Illinois
$662M +$221M +2,910,035 +52%
UBS Group
29
UBS Group
Switzerland
$639M -$20.1M -265,059 -3%
Bank of America
30
Bank of America
North Carolina
$630M +$235M +3,106,232 +62%
ClearBridge Investments
31
ClearBridge Investments
New York
$598M +$580M +7,648,267 +29,702%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$577M +$561M +7,398,630 +182,863%
TCIM
33
TIAA CREF Investment Management
New York
$555M +$155M +2,039,816 +40%
BA
34
BlackRock Advisors
Delaware
$505M +$112M +1,483,283 +30%
RFC
35
Russell Frank Company
Washington
$474M +$10.1M +133,891 +2%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$449M +$193M +2,545,132 +79%
Goldman Sachs
37
Goldman Sachs
New York
$445M +$22.4M +295,435 +5%
Morgan Stanley
38
Morgan Stanley
New York
$427M +$125M +1,646,989 +43%
EVM
39
Eaton Vance Management
Massachusetts
$425M +$239M +3,156,196 +138%
WRF
40
Waddell & Reed Financial
Kansas
$425M -$57.4M -757,496 -12%
MAA
41
Managed Account Advisors
New Jersey
$404M +$315M +4,152,598 +403%
Deutsche Bank
42
Deutsche Bank
Germany
$402M -$467M -6,166,506 -54%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$385M +$142M +1,870,970 +61%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$385M +$960K +12,669 +0.3%
UBS AM
45
UBS AM
Illinois
$383M +$84.6M +1,116,231 +29%
JP Morgan Chase
46
JP Morgan Chase
New York
$373M +$65.9M +869,900 +22%
SIG
47
Senator Investment Group
New York
$343M +$106M +1,400,000 +47%
JIM
48
Jensen Investment Management
Oregon
$336M +$847K +11,174 +0.3%
BIM
49
BlackRock Investment Management
Delaware
$331M +$69.3M +914,297 +27%
GE
50
General Electric
Ohio
$325M +$316M +4,163,193 New

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.