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Medtronic

1,247 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, 620 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: 620 | 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: 1,1551,247 (+92)

6.85% less ownership

Funds ownership: 88.45%81.6% (-6.8%)

Holders
1,247
Holders Change
+92
Holders Change %
+7.97%
% of All Funds
33.22%
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
620
Reduced
299
Closed
144
Calls
$520M
Puts
$394M
Net Calls
+$125M
Net Calls Change
-$330M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
726
Cape Cod Five Cents Savings Bank
Massachusetts
$1.48M -$20.5K -270 -1%
BWP
727
Baldwin Wealth Partners
Massachusetts
$1.48M -$419K -5,534 -23%
NIC
728
Northwest Investment Counselors
Oregon
$1.48M -$9.78K -129 -0.7%
AGM
729
Alpine Global Management
New York
$1.47M +$1.43M +18,889 New
HDIM
730
Hanson & Doremus Investment Management
Vermont
$1.47M -$94.3K -1,244 -6%
PAG
731
Private Advisor Group
New Jersey
$1.46M -$326K -4,307 -19%
Parallax Volatility Advisers
732
Parallax Volatility Advisers
California
$1.46M -$4.43M -58,403 -76%
MFS
733
MSI Financial Services
Massachusetts
$1.42M +$925K +12,201 +201%
LPT
734
Legacy Private Trust
Wisconsin
$1.42M +$1.38M +18,253 New
FFC
735
First Financial Corp
Indiana
$1.42M +$971K +12,811 +237%
AAM
736
Azzad Asset Management
Virginia
$1.41M +$813K +10,722 +146%
MWAC
737
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.41M +$1.37M +18,042 New
PL
738
Perpetual Ltd
Australia
$1.4M +$371K +4,894 +38%
MMG
739
Monetary Management Group
Missouri
$1.38M +$1.44K +19 +0.1%
MC
740
Miles Capital
Iowa
$1.35M +$477K +6,295 +57%
SACTSONJ
741
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.33M
CT
742
Chicago Trust
Illinois
$1.32M +$1.28M +16,899 New
LCM
743
Logan Capital Management
Pennsylvania
$1.32M +$21.7K +286 +2%
LP
744
LMR Partners
United Kingdom
$1.31M +$1.27M +16,810 New
Jones Financial Companies
745
Jones Financial Companies
Missouri
$1.31M +$888K +11,717 +232%
BBI
746
Baxter Bros Inc
Connecticut
$1.3M
DMC
747
Drexel Morgan & Co
Pennsylvania
$1.3M +$273K +3,603 +28%
TWA
748
TCI Wealth Advisors
Arizona
$1.29M -$12.4K -164 -1%
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$1.29M +$763K +10,070 +156%
UBV
750
United Bank (Virginia)
Virginia
$1.28M -$346K -4,563 -22%

MDT Hedge Fund Activity: Q1 2015 in Review

1,247 of the 3,754 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 620 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.

  • 1,247 institutional investors held Medtronic (MDT) as of Q1 2015, up from 1,155 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.