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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
USAA
76
United Services Automobile Association
Texas
$189M +$14.6M +192,071 +9%
Millennium Management
77
Millennium Management
New York
$185M -$33.7M -444,212 -16%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$178M +$41.4M +546,463 +32%
Barclays
79
Barclays
United Kingdom
$177M +$79.6M +1,049,648 +84%
Swiss National Bank
80
Swiss National Bank
Switzerland
$176M +$95.9M +1,265,229 +127%
SI
81
Sentry Investments
Ontario, Canada
$175M -$68.2K -900 -0%
PPA
82
Parametric Portfolio Associates
Washington
$175M +$39.2M +517,689 +30%
TA
83
Teachers Advisors
New York
$174M +$70.1M +925,052 +71%
SO
84
STRS Ohio
Ohio
$172M +$15.9M +209,307 +10%
AGA
85
Altrinsic Global Advisors
Connecticut
$171M +$167M +2,197,055 New
FPP
86
Findlay Park Partners
United Kingdom
$168M +$69.5M +916,625 +74%
FPA
87
First Pacific Advisors
California
$167M +$163M +2,147,307 New
American Century Companies
88
American Century Companies
Missouri
$166M -$266M -3,511,363 -62%
Dimensional Fund Advisors
89
Dimensional Fund Advisors
Texas
$161M +$41.8M +551,558 +37%
APG Asset Management
90
APG Asset Management
Netherlands
$156M +$21.1M +278,174 +16%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$153M +$106M +1,399,595 +247%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$146M +$34.9M +461,123 +33%
Victory Capital Management
93
Victory Capital Management
Texas
$146M +$20.2M +266,015 +17%
PAM
94
Panagora Asset Management
Massachusetts
$145M -$13.3M -175,883 -9%
Jennison Associates
95
Jennison Associates
New York
$143M +$139M +1,827,469 New
SIA
96
Sit Investment Associates
Minnesota
$142M +$33.6M +443,571 +32%
Principal Financial Group
97
Principal Financial Group
Iowa
$142M +$45.3M +597,491 +49%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$140M +$52.4M +690,770 +63%
CLM
99
ClearBridge LLC (Maryland)
Maryland
$134M -$19.6M -258,350 -13%
Canada Life
100
Canada Life
Manitoba, Canada
$134M +$17.8M +234,324 +16%

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.