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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
RBC
976
Ronald Blue & Co
Georgia
$453K +$441K +5,812 New
UBWV
977
United Bank (West Virginia)
West Virginia
$447K -$203K -2,677 -32%
FMBTD
978
First Midwest Bank Trust Division
Illinois
$447K +$69.7K +920 +19%
AMIM
979
Aull & Monroe Investment Management
Alabama
$447K +$435K +5,733 New
WPC
980
White Pine Capital
Minnesota
$445K +$432K +5,705 New
MHS
981
M Holdings Securities
Oregon
$445K +$433K +5,707 New
PHS
982
Pekin Hardy Strauss
Illinois
$442K -$372K -4,905 -46%
BJL
983
Brighton Jones LLC
Washington
$442K -$135K -1,785 -24%
GC
984
Grimes & Company
Massachusetts
$437K -$2.54M -33,466 -86%
AIM
985
Acuity Investment Management
Ontario, Canada
$429K +$53.4K +704 +15%
CAM
986
Congress Asset Management
Massachusetts
$427K -$30.7K -405 -7%
HHMI
987
Howard Hughes Medical Institute
Maryland
$426K +$272K +3,590 +192%
SIC
988
Salem Investment Counselors
North Carolina
$425K -$48.7K -643 -11%
PLFAM
989
Pineno Levin & Ford Asset Management
Virginia
$421K -$75.8K -1,000 -16%
IB
990
Intrust Bank
Kansas
$421K +$118K +1,558 +41%
WA
991
WealthTrust-Arizona
Arizona
$418K -$68.1K -898 -14%
CCT
992
Chemung Canal Trust
New York
$414K +$39.4K +520 +11%
BMC
993
Benin Management Corp
Connecticut
$410K +$75.8K +1,000 +24%
Manulife (Manufacturers Life Insurance)
994
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406K +$65.7M +866,853 +20%
ISL
995
Ingalls & Snyder LLC
New York
$400K +$42.7K +563 +12%
AWP
996
Ascent Wealth Partners
New York
$396K +$27.8K +367 +8%
AI
997
Atria Investments
North Carolina
$395K +$45.3K +598 +13%
PWM
998
Perigon Wealth Management
California
$394K
RIA
999
Regal Investment Advisors
Michigan
$391K +$34.8K +459 +10%
SAIG
1000
Semper Augustus Investments Group
Colorado
$390K

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.