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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
W
851
Wealthfront
California
$783K +$328K +4,322 +76%
AUB
852
Atlantic Union Bankshares
Virginia
$779K -$18.9K -250 -2%
TNBTD
853
Trustmark National Bank Trust Department
Mississippi
$773K +$7.2K +95 +1%
NCIM
854
New Century Investment Management
Michigan
$771K +$749K +9,881 New
GIS
855
Guardian Investor Services
New York
$767K +$230K +3,031 +45%
AAM
856
Advisors Asset Management
Colorado
$766K -$13.2M -174,613 -95%
PWMAG
857
Pinnacle Wealth Management Advisory Group
New Jersey
$766K -$381K -5,033 -34%
WFG
858
Wills Financial Group
Virginia
$766K +$73.5K +970 +11%
LOAMS
859
Lombard Odier Asset Management (Switzerland)
Switzerland
$764K +$404K +5,330 +121%
UR
860
USCA RIA
Texas
$761K -$1.14M -15,087 -61%
KAM
861
Kazazian Asset Management
Florida
$756K -$1.2M -15,782 -62%
JWBC
862
J.W. Burns & Co
New York
$754K +$37.8K +499 +5%
NGA
863
Naples Global Advisors
Florida
$754K +$67K +884 +10%
LW
864
Linscomb Wealth
Texas
$754K +$361K +4,763 +97%
IH
865
IFC Holdings
Florida
$752K +$64.4K +850 +10%
SC
866
SouthState Corp
Florida
$746K -$276K -3,637 -28%
ARMT
867
Amica Retiree Medical Trust
Rhode Island
$746K +$250K +3,299 +53%
WP
868
WMS Partners
Maryland
$746K +$452K +5,969 +166%
LIM
869
Leavell Investment Management
Alabama
$741K +$303K +3,992 +72%
MAM
870
Mizuho Asset Management
Japan
$735K +$371K +4,894 +108%
PFM
871
PacWest Financial Management
Arizona
$733K +$42.1K +555 +6%
CIC
872
Crawford Investment Counsel
Georgia
$732K +$13.6K +180 +2%
LJAC
873
L.J. Altfest & Co
New York
$731K -$30.2K -399 -4%
MTC
874
McDaniel Terry & Co
Texas
$722K +$20.9K +276 +3%
AF
875
Affiance Financial
Minnesota
$722K +$702K +9,263 New

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.