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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
PA
1001
Perceptive Advisors
New York
$390K +$379K +5,000 New
AIM
1002
Acropolis Investment Management
Missouri
$388K +$265K +3,500 +238%
KCM
1003
Kornitzer Capital Management
Kansas
$387K +$376K +4,957 New
PIM
1004
Penobscot Investment Management
Massachusetts
$386K +$71.7K +946 +24%
BO
1005
Bank OZK
Arkansas
$384K +$2.27K +30 +0.6%
TIM
1006
Thompson Investment Management
Wisconsin
$383K -$227K -2,990 -38%
RCG
1007
Ruane, Cunniff & Goldfarb
New York
$381K +$13.6K +180 +4%
MIC
1008
MU Investments Company
Japan
$380K +$156K +2,064 +74%
CIA
1009
Choate Investment Advisors
Massachusetts
$379K -$88.3K -1,165 -19%
FHC
1010
First Heartland Consultants
Missouri
$379K +$157K +2,066 +74%
RT
1011
Rockland Trust
Massachusetts
$377K +$20.2K +267 +6%
ALA
1012
Atherton Lane Advisers
California
$374K +$364K +4,801 New
VFA
1013
Voya Financial Advisors
Connecticut
$373K +$361K +4,759 New
DAC
1014
Dividend Assets Capital
South Carolina
$368K -$89.6K -1,182 -20%
WB
1015
Webster Bank
Connecticut
$368K -$22.7K -300 -6%
CFA
1016
Carroll Financial Associates
North Carolina
$367K
AIM
1017
Assured Investment Management
New York
$363K +$352K +4,650 New
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$361K +$39.3K +518 +13%
BCM
1019
Bluefin Capital Management
New York
$360K -$15M -197,977 -98%
MSS
1020
Mitchell Sinkler & Starr
Pennsylvania
$360K +$349K +4,611 New
NCCM
1021
Nine Chapters Capital Management
New Jersey
$359K -$5.79M -76,400 -94%
PCM
1022
Perritt Capital Management
Illinois
$357K
HH
1023
Hilltop Holdings
Texas
$356K +$346K +4,564 New
SCM
1024
Schnieders Capital Management
California
$353K +$83.8K +1,105 +32%
IWMPD
1025
Integrated Wealth Management (Palm Desert)
California
$353K +$343K +4,530 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.