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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
NEAM
501
New England Asset Management
Connecticut
$4.38M +$788K +10,400 +23%
Creative Planning
502
Creative Planning
Kansas
$4.34M +$432K +5,706 +11%
FWIA
503
Fort Washington Investment Advisors
Ohio
$4.33M +$2.17M +28,641 +107%
CC
504
Coastland Capital
California
$4.31M +$4.17M +54,999 New
MWVC
505
Morgens Waterfall Vintiadis & Co
New York
$4.29M
SIP
506
Stoneridge Investment Partners
Pennsylvania
$4.25M +$307K +4,050 +8%
RWM
507
Rench Wealth Management
Texas
$4.24M -$257K -3,390 -6%
CCMINC
508
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.24M -$40.8K -538 -1%
MFWM
509
Motley Fool Wealth Management
Virginia
$4.17M +$1.94M +25,650 +92%
TMAM
510
Tokio Marine Asset Management
Japan
$4.13M +$711K +9,381 +21%
NIT
511
NumerixS Investment Technologies
British Columbia, Canada
$4.13M +$4.02M +52,996 New
GIP
512
Greatmark Investment Partners
Georgia
$4.13M -$817K -10,773 -17%
RJT
513
Raymond James Trust
Florida
$4.13M +$2.71M +35,754 +208%
NCMW
514
Northern Capital Management (Wisconsin)
Wisconsin
$4.11M -$159K -2,096 -4%
BS
515
Bessemer Securities
New York
$4.1M
SFP
516
Santa Fe Partners
New Mexico
$4.1M +$3.72M +49,102 +1,419%
SFS
517
Strategic Financial Services
New York
$4.06M -$8.34K -110 -0.2%
ZIM
518
Zacks Investment Management
Illinois
$4.06M +$3.95M +52,088 New
TRIM
519
Thompson Rubinstein Investment Management
Oregon
$4.05M -$119K -1,575 -3%
FNT
520
First Nebraska Trust
Nebraska
$3.99M
NFG
521
NewFocus Financial Group
Washington
$3.95M -$48.2K -636 -1%
ACM
522
Azimuth Capital Management
Michigan
$3.94M +$222K +2,933 +6%
MHI
523
Miller Howard Investments
New York
$3.93M -$303 -4 -0%
HCMT
524
Highland Capital Management (Tennessee)
Tennessee
$3.93M +$2.21M +29,139 +137%
COI
525
Connable Office Inc
Michigan
$3.87M -$1.97K -26 -0.1%

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.