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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
QCMC
926
Quantum Capital Management (California)
California
$581K +$19.9K +263 +4%
DWA
927
Douglass Winthrop Advisors
New York
$580K +$278K +3,665 +97%
SCM
928
Stevens Capital Management
Pennsylvania
$575K -$24.1M -317,568 -98%
RW
929
Rand Wealth
Maryland
$572K +$21.7K +286 +4%
DBG
930
De Burlo Group
Massachusetts
$572K +$33.9K +447 +6%
BIC
931
Bridges Investment Counsel
Nebraska
$571K +$555K +7,323 New
CTA
932
Colonial Trust Advisors
South Carolina
$568K +$230K +3,035 +71%
FBT
933
First Bankers Trust
Kentucky
$567K +$172K +2,269 +45%
CFA
934
Cahill Financial Advisors
Minnesota
$567K +$201K +2,653 +58%
EIP
935
Epoch Investment Partners
New York
$565K +$131K +1,727 +31%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$562K +$547K +7,212 New
AF
937
Allworth Financial
California
$561K +$5.76K +76 +1%
SMC
938
Smith, Moore & Co
Missouri
$560K +$12.1K +159 +2%
TFO
939
Tarbox Family Office
California
$557K -$5.53K -73 -1%
Twin Tree Management
940
Twin Tree Management
Texas
$556K -$488K -6,437 -47%
TF
941
Tompkins Financial
New York
$555K +$443K +5,839 +458%
AIM
942
Aspen Investment Management
Michigan
$547K +$11.8K +156 +2%
MFBTD
943
MB Financial Bank - Trust Department
Illinois
$546K -$531K -7,000 -50%
MC
944
Middleton & Co
Massachusetts
$545K +$27.7K +366 +6%
QT
945
Quantbot Technologies
New York
$544K +$529K +6,979 New
CIM
946
CenturyLink Investment Management
Colorado
$542K -$14.2K -187 -3%
PAMG
947
Patton Albertson Miller Group
Tennessee
$540K +$525K +6,928 New
BB
948
Bell Bank
North Dakota
$538K -$1.9K -25 -0.4%
NIM
949
Northeast Investment Management
Massachusetts
$537K +$985 +13 +0.2%
PIM
950
Progressive Investment Management
Oregon
$537K +$523K +6,898 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.