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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
BlackRock
51
BlackRock
New York
$321M +$102M +1,348,945 +49%
Sanders Capital
52
Sanders Capital
Florida
$320M -$5.68M -74,900 -2%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$303M +$90.7M +1,196,361 +45%
Charles Schwab
54
Charles Schwab
California
$290M +$99.1M +1,307,068 +54%
Diamond Hill Capital Management
55
Diamond Hill Capital Management
Ohio
$278M -$8.46M -111,686 -3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$268M -$2.7M -35,576 -1%
CS
57
Credit Suisse
Switzerland
$266M +$259M +3,416,666 New
PI
58
Putnam Investments
Massachusetts
$265M +$51.5M +679,242 +25%
State Farm Mutual Automobile Insurance
59
State Farm Mutual Automobile Insurance
Illinois
$260M
Aristotle Capital Management
60
Aristotle Capital Management
California
$260M +$253M +3,333,075 New
MPI
61
Mairs & Power Inc
Minnesota
$254M -$10.8M -142,048 -4%
Allianz Asset Management
62
Allianz Asset Management
Germany
$244M +$153M +2,014,812 +181%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$232M +$19.9M +262,662 +10%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$232M +$226M +2,976,347 New
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$229M +$62.3M +822,141 +39%
Prudential Financial
66
Prudential Financial
New Jersey
$228M +$88.2M +1,164,027 +66%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$216M +$61.5M +811,537 +41%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$216M +$41.1M +541,643 +24%
AAMU
69
Amundi Asset Management US
Massachusetts
$215M +$149M +1,971,993 +250%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$211M +$67M +884,279 +49%
O
71
OppenheimerFunds
New York
$210M +$52.9M +697,349 +35%
LSV Asset Management
72
LSV Asset Management
Illinois
$205M -$10.5M -139,131 -5%
Bessemer Group
73
Bessemer Group
New Jersey
$200M +$53.5M +706,409 +38%
Ninety One (UK)
74
Ninety One (UK)
United Kingdom
$199M -$11.8M -155,406 -6%
PP
75
Prudential plc
United Kingdom
$190M +$14.7M +194,449 +9%

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.