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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
CCM
526
Covington Capital Management
California
$3.77M +$240K +3,163 +7%
KCM
527
Kanawha Capital Management
Virginia
$3.75M -$20.4K -269 -0.6%
SAG
528
Sterne Agee Group
Alabama
$3.73M +$122K +1,612 +4%
SC
529
Scotia Capital
Ontario, Canada
$3.73M +$151K +1,998 +4%
AIM
530
Artemis Investment Management
United Kingdom
$3.71M +$3.6M +47,500 New
AP
531
Appleton Partners
Massachusetts
$3.68M +$3.03M +39,926 +553%
FPTW
532
Franklin, Parlapiano, Turner & Welch
Texas
$3.6M -$172K -2,266 -5%
DP
533
Dearborn Partners
Illinois
$3.6M -$10.3K -136 -0.3%
CSS
534
Cubist Systematic Strategies
Connecticut
$3.59M +$1.46M +19,238 +72%
JC
535
Jacobs & Co
California
$3.58M -$99.7K -1,315 -3%
DY
536
Dowling & Yahnke
California
$3.58M -$369K -4,866 -10%
DBT
537
Dubuque Bank & Trust
Iowa
$3.58M +$3.43M +45,268 +7,278%
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.57M +$822K +10,839 +31%
AB
539
Amalgamated Bank
New York
$3.55M +$1.65M +21,824 +92%
WJA
540
Williams Jones & Associates
New York
$3.54M +$3.03M +39,978 +740%
MJRIC
541
Mogy Joel R Investment Counsel
California
$3.52M
EAM
542
Eagle Asset Management
Florida
$3.51M +$3.41M +45,017 New
NCM
543
Northside Capital Management
Oregon
$3.49M
BFA
544
Bragg Financial Advisors
North Carolina
$3.47M +$453K +5,974 +16%
BFIM
545
Beese Fulmer Investment Management
Ohio
$3.46M +$3.36M +44,333 New
AIP
546
Ameritas Investment Partners
Nebraska
$3.46M +$1.96M +25,887 +140%
HC
547
Hendley & Co
Ohio
$3.44M -$185K -2,440 -5%
Mirae Asset Global Investments
548
Mirae Asset Global Investments
South Korea
$3.39M +$3.16M +41,758 +2,397%
AC
549
Alley Company
Illinois
$3.38M +$209K +2,759 +7%
RJFSA
550
Raymond James Financial Services Advisors
Florida
$3.37M +$931K +12,286 +40%

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.