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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
AI
951
Accredited Investors
Minnesota
$531K -$82.6K -1,090 -14%
ICAS
952
Investors Capital Advisory Services
Massachusetts
$527K +$28.6K +377 +6%
NP
953
NorthRock Partners
Minnesota
$527K +$512K +6,749 New
SCP
954
Seizert Capital Partners
Michigan
$526K +$231K +3,050 +82%
Fisher Asset Management
955
Fisher Asset Management
Washington
$524K +$39.7K +524 +8%
RCM
956
Reynolds Capital Management
Nevada
$523K +$30.8K +407 +6%
BCAM
957
Boston Common Asset Management
Massachusetts
$522K -$22K -290 -4%
Rafferty Asset Management
958
Rafferty Asset Management
New York
$517K +$502K +6,626 New
TFA
959
Transamerica Financial Advisors
Florida
$514K +$90.3K +1,192 +22%
LRIC
960
Long Road Investment Counsel
Michigan
$499K
MNBTD
961
Moody National Bank Trust Division
Texas
$499K +$485K +6,398 New
CTA
962
Chesley Taft & Associates
Illinois
$497K -$70.7K -933 -13%
CRIG
963
Charter Research & Investment Group
Connecticut
$496K +$482K +6,357 New
BONST
964
Bank of Nova Scotia Trust
Ontario, Canada
$493K +$479K +6,325 New
GLI
965
Guardian Life Insurance
New York
$486K +$47.1K +622 +11%
VHAM
966
Van Hulzen Asset Management
California
$482K +$136K +1,788 +41%
PFSC
967
Peoples Financial Services Corp
Pennsylvania
$476K -$75.8K -1,000 -14%
OPCM
968
Osborne Partners Capital Management
California
$474K +$461K +6,080 New
RMCM
969
Reynders McVeigh Capital Management
Massachusetts
$473K -$25.2K -333 -5%
WSCM
970
Wellington Shields Capital Management
New York
$472K +$75.5K +996 +20%
CP
971
Camelot Portfolios
Ohio
$466K +$208K +2,739 +85%
ANRIA
972
American National Registered Investment Advisor
Texas
$462K +$449K +5,927 New
MIC
973
Meridian Investment Counsel
California
$458K +$445K +5,874 New
EWM
974
Edge Wealth Management
New York
$456K +$2.27K +30 +0.5%
NAMP
975
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$454K -$53.1K -700 -11%

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.