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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
CA
576
Cetera Advisors
Colorado
$2.89M +$953K +12,572 +51%
6CM
577
683 Capital Management
New York
$2.89M +$2.8M +37,008 New
MYLI
578
Meiji Yasuda Life Insurance
Japan
$2.88M +$966K +12,746 +53%
IIC
579
Ironwood Investment Counsel
Arizona
$2.88M -$838K -11,059 -23%
AIA
580
AGF Investments America
Ontario, Canada
$2.87M +$2.79M +36,804 New
TCT
581
TIAA CREF Trust
Missouri
$2.85M +$549K +7,237 +25%
FVCM
582
F&V Capital Management
Florida
$2.84M +$384K +5,070 +16%
SSI
583
Scott & Selber Inc
Texas
$2.79M -$155K -2,047 -5%
BIM
584
Beach Investment Management
Pennsylvania
$2.79M +$1.79M +23,660 +196%
PWAP
585
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.79M -$65.8K -868 -2%
BFM
586
Boston Financial Management
Massachusetts
$2.76M -$6.59K -87 -0.2%
LG
587
LaFleur & Godfrey
Michigan
$2.73M +$36K +475 +1%
AF
588
Ally Financial
Michigan
$2.73M +$2.65M +35,000 New
BCM
589
BTC Capital Management
Iowa
$2.71M -$156K -2,055 -6%
HC
590
HHG & Company
Connecticut
$2.69M +$55.6K +734 +2%
UFF
591
USA Financial Formulas
Michigan
$2.66M +$2.58M +34,084 New
SAM
592
Silvercrest Asset Management
New York
$2.62M +$490K +6,470 +24%
GAM
593
Garrison Asset Management
Arkansas
$2.61M +$2.54M +33,497 New
BWAM
594
Boyd Watterson Asset Management
Ohio
$2.61M +$1.23M +16,242 +95%
TCOO
595
Trust Company of Oklahoma
Oklahoma
$2.59M +$2.52M +33,226 New
OAJ
596
Ogorek Anthony Joseph
New York
$2.59M
SP
597
Sarasin & Partners
United Kingdom
$2.58M -$3.89M -51,293 -61%
CAN
598
Cetera Advisor Networks
California
$2.58M +$500K +6,597 +25%
BMCMI
599
Bryn Mawr Capital Management Inc
Pennsylvania
$2.57M +$2.49M +32,900 New
CC
600
ClearArc Capital
Ohio
$2.56M +$752K +9,919 +43%

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.