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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
BRWA
876
B. Riley Wealth Advisors
Florida
$716K +$184K +2,434 +36%
1IA
877
1834 Investment Advisors
Wisconsin
$716K +$218K +2,881 +46%
MCM
878
Mengis Capital Management
Oregon
$715K +$5.38K +71 +0.8%
SI
879
SII Investments
Wisconsin
$707K -$157K -2,078 -19%
VAS
880
Valicenti Advisory Services
New York
$704K +$22.7K +300 +3%
CBB
881
Citizens Business Bank
California
$701K +$36.5K +482 +6%
CL
882
CPWM LLC
Washington
$679K -$57.1K -754 -8%
FMLI
883
Fukoku Mutual Life Insurance
Japan
$675K +$269K +3,549 +70%
SCA
884
Stonebridge Capital Advisors
Minnesota
$674K -$124K -1,637 -16%
WAM
885
Weatherly Asset Management
California
$672K +$43.6K +575 +7%
MSFP
886
Mark Sheptoff Financial Planning
Connecticut
$671K +$652K +8,600 New
SCM
887
SOL Capital Management
Maryland
$670K +$651K +8,595 New
CCMG
888
Clark Capital Management Group
Pennsylvania
$668K +$373K +4,917 +135%
BSWMG
889
Barrington Strategic Wealth Management Group
Illinois
$667K +$648K +8,556 New
GW
890
GW & Wade
Massachusetts
$666K +$647K +8,534 New
CB
891
Community Bank
New York
$664K +$181K +2,388 +39%
CCA
892
Checchi Capital Advisers
California
$659K +$125K +1,650 +24%
I2I
893
Insight 2811 Inc
Illinois
$658K +$640K +8,443 New
PCM
894
Pointe Capital Management
Michigan
$654K +$635K +8,380 New
CAM
895
Cypress Asset Management
Texas
$645K +$15.2K +200 +2%
QC
896
QCM Cayman
Texas
$644K +$626K +8,254 New
MCM
897
Murphy Capital Management
New Jersey
$643K +$22.7K +300 +4%
TAM
898
Troy Asset Management
United Kingdom
$640K
NPC
899
National Planning Corporation
California
$639K -$183K -2,414 -22%
WIS
900
Wright Investors Service
Connecticut
$639K -$30.2K -399 -5%

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.