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
FTIOP
601
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.55M +$474K +6,257 +24%
BAM
602
Burnham Asset Management
New York
$2.5M +$1.29M +17,006 +113%
BOH
603
Bank of Hawaii
Hawaii
$2.47M +$1.43M +18,904 +148%
EWM
604
Evercore Wealth Management
New York
$2.45M +$534K +7,040 +29%
SAM
605
Sawgrass Asset Management
Florida
$2.44M +$839K +11,075 +55%
TCM
606
Telos Capital Management
California
$2.43M -$98.5K -1,300 -4%
RP
607
Reinhart Partners
Wisconsin
$2.43M +$956K +12,609 +68%
CBU
608
CIBC Bank USA
Illinois
$2.41M +$893K +11,780 +62%
VCM
609
Violich Capital Management
California
$2.38M +$668K +8,810 +41%
HIC
610
Hartline Investment Corp
Illinois
$2.37M
ANBTV
611
American National Bank & Trust (Virginia)
Virginia
$2.37M +$2.31M +30,445 New
SCM
612
Stuyvesant Capital Management
New York
$2.37M
CI
613
Constellation Investments
Ohio
$2.35M +$772K +10,190 +51%
PAM
614
PartnerRe Asset Management
Connecticut
$2.35M +$699K +9,218 +44%
WMSA
615
Weiss Multi-Strategy Advisers
New York
$2.34M +$379K +5,000 +20%
CANY
616
Caxton Associates (New York)
New York
$2.34M +$2.27M +30,000 New
CCB
617
Cutter & Co Brokerage
Missouri
$2.34M -$18.4K -243 -0.8%
WFMPM
618
Woodley Farra Manion Portfolio Management
Indiana
$2.34M +$165K +2,183 +8%
BCMO
619
Buckingham Capital Management (Ohio)
Ohio
$2.32M +$155K +2,043 +7%
OWD
620
Osborn Williams & Donohoe
Ohio
$2.31M +$445K +5,868 +25%
ACP
621
Aviance Capital Partners
Florida
$2.29M +$412K +5,442 +23%
CK
622
Cohen Klingenstein
New York
$2.29M
PTC
623
Private Trust Company
Ohio
$2.28M +$787K +10,377 +54%
RIL
624
Rothschild Investment LLC
Illinois
$2.27M -$40.5K -535 -2%
JFL
625
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.27M -$41.7K -550 -2%

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.