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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
QOP
651
Quinn Opportunity Partners
Virginia
$1.97M +$1.91M +25,214 New
MIM
652
Miller Investment Management
Pennsylvania
$1.96M
UFG
653
United Fire Group
Iowa
$1.95M
OCM
654
Orleans Capital Management
Louisiana
$1.94M +$1.9K +25 +0.1%
FAAM
655
First Allied Asset Management
California
$1.94M +$226K +2,984 +14%
BC
656
Blackhill Capital
New Jersey
$1.93M +$1.87M +24,732 New
M&T Bank
657
M&T Bank
New York
$1.93M -$12.7M -167,406 -87%
Bank of Nova Scotia
658
Bank of Nova Scotia
Ontario, Canada
$1.91M -$23.8M -313,599 -93%
SIG
659
Schooner Investment Group
Pennsylvania
$1.9M -$379K -5,000 -17%
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.89M -$841K -11,098 -31%
DA
661
Dunvegan Associates
California
$1.87M -$38.7K -510 -2%
SHA
662
Smith Hayes Advisers
Nebraska
$1.87M +$189K +2,488 +12%
IR
663
IAT Reinsurance
New York
$1.86M +$1.81M +23,900 New
CC
664
Cognios Capital
Kansas
$1.86M +$243K +3,208 +16%
BC
665
Burney Company
Virginia
$1.85M +$66.5K +878 +4%
FAAS
666
First Allied Advisory Services
California
$1.84M -$764K -10,084 -30%
WCM
667
Westend Capital Management
California
$1.83M +$53.8K +710 +3%
FNT
668
First National Trust
Pennsylvania
$1.82M +$165K +2,173 +10%
EGA
669
Eagle Global Advisors
Texas
$1.82M +$1.77M +23,347 New
CT
670
Coastline Trust
Rhode Island
$1.81M -$10.6K -140 -0.6%
BCFS
671
Butensky & Cohen Financial Security
Florida
$1.79M +$1.74M +23,012 New
TCM
672
Twin Capital Management
Pennsylvania
$1.77M +$1.18M +15,620 +220%
ACM
673
Ativo Capital Management
Illinois
$1.77M -$70.2K -926 -4%
MA
674
Marshwinds Advisory
Georgia
$1.77M -$165K -2,172 -9%
PCTC
675
Perkins Coie Trust Company
Washington
$1.77M +$1.65M +21,746 +2,416%

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.