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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
MFW
1051
Meristem Family Wealth
Minnesota
$307K -$55.9K -737 -16%
AW
1052
ACG Wealth
Georgia
$307K +$298K +3,932 New
ED
1053
Exane Derivatives
France
$304K +$128K +1,690 +77%
Two Sigma Investments
1054
Two Sigma Investments
New York
$299K -$87M -1,147,726 -100%
CPS
1055
Counsel Portfolio Services
Ontario, Canada
$296K
CIM
1056
Contravisory Investment Management
Massachusetts
$295K -$40.2K -530 -12%
ANTB
1057
AMG National Trust Bank
Colorado
$294K +$3.94K +52 +1%
CBN
1058
Cadence Bank NA
Texas
$293K +$285K +3,761 New
KFS
1059
Kurt F. Somerville
$292K +$61.8K +816 +28%
PAS
1060
Partnervest Advisory Services
California
$287K +$279K +3,681 New
CL
1061
CIM LLC
New York
$285K +$4.55K +60 +2%
SSG
1062
Summit Securities Group
New York
$283K -$15M -198,477 -98%
JPTCCM
1063
J.P. Turner & Co Capital Management
Georgia
$282K -$65K -857 -19%
BCM
1064
Becker Capital Management
Oregon
$282K +$274K +3,614 New
IAM
1065
ICM Asset Management
Washington
$282K +$274K +3,618 New
PO
1066
Private Ocean
California
$281K
SL
1067
Summitry LLC
California
$281K
CWG
1068
C WorldWide Group
Denmark
$281K +$273K +3,600 New
KIG
1069
Kovitz Investment Group
Illinois
$279K +$271K +3,572 New
Simplex Trading
1070
Simplex Trading
Illinois
$277K -$973K -12,842 -78%
VNA
1071
VNBTrust National Association
Virginia
$275K -$18.9K -250 -7%
AP
1072
Atwood & Palmer
Missouri
$273K -$303K -4,000 -53%
LC
1073
Lincoln Capital
Nebraska
$273K +$265K +3,501 New
WSTAM
1074
Wilbanks Smith & Thomas Asset Management
Virginia
$273K +$266K +3,503 New
FLPIM
1075
F.L. Putnam Investment Management
Massachusetts
$271K +$263K +3,473 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.