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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
NERM
901
New England Research & Management
Illinois
$634K
BC
902
Bartlett & Co
Ohio
$632K -$38.7K -511 -6%
TI
903
Turner Investments
Pennsylvania
$629K +$140K +1,850 +30%
ICOA
904
Investment Centers of America
North Dakota
$627K -$101K -1,328 -14%
FIM
905
Freedom Investment Management
Connecticut
$622K +$327K +4,311 +118%
NAMA
906
Nikko Asset Management Americas
New York
$620K +$152K +2,000 +34%
TCB
907
Texas Capital Bancshares
Texas
$615K -$758 -10 -0.1%
SKK
908
Shepherd Kaplan Krochuk
Massachusetts
$611K +$594K +7,840 New
PL
909
Plancorp LLC
Missouri
$609K
Lazard Asset Management
910
Lazard Asset Management
New York
$608K -$63.2K -834 -10%
CRC
911
Curi RMB Capital
Illinois
$603K +$75K +989 +15%
VDI
912
Vaughan David Investments
Illinois
$602K +$6.29K +83 +1%
GSBTD
913
Glenview State Bank Trust Department
Illinois
$600K +$84.9K +1,120 +17%
NG
914
NatWest Group
United Kingdom
$594K +$17.2K +227 +3%
DIA
915
Dana Investment Advisors
Wisconsin
$594K +$577K +7,610 New
OIA
916
Optimum Investment Advisors
Illinois
$593K +$505K +6,657 +701%
HSA
917
HBK Sorce Advisory
Pennsylvania
$592K +$104K +1,374 +22%
ST
918
Spot Trading
Illinois
$590K -$1.85M -24,383 -76%
BCMIO
919
Beacon Capital Management Inc (Ohio)
Ohio
$590K
AB
920
AT Bancorp
Iowa
$588K +$217K +2,869 +61%
ITIM
921
Indiana Trust & Investment Management
Indiana
$586K +$67.2K +886 +13%
FCCM
922
First City Capital Management
Georgia
$583K -$24.3K -321 -4%
BCM
923
Buckhead Capital Management
Georgia
$583K
MA
924
Montag & Associates
Georgia
$582K +$5.38K +71 +1%
LIC
925
Lodestar Investment Counsel
Illinois
$582K +$565K +7,460 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.