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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
BO
1076
BRR OpCo
Ohio
$270K +$262K +3,459 New
BFG
1077
Beacon Financial Group
Texas
$268K +$26.5K +349 +11%
GIA
1078
Guyasuta Investment Advisors
Pennsylvania
$267K +$260K +3,436 New
HA
1079
Halsey Associates
Connecticut
$265K
SGAM
1080
Steinberg Global Asset Management
Florida
$264K +$4.32K +57 +2%
SCA
1081
Strategic Capital Alternatives
United States
$264K +$256K +3,381 New
S
1082
SignatureFD
Georgia
$263K +$256K +3,375 New
NL
1083
NWAM LLC
Washington
$262K +$6.59K +87 +3%
PJSIMP
1084
P.J. Schmidt Investment Management (PJS)
Wisconsin
$262K +$255K +3,359 New
PGA
1085
Portland Global Advisors
Maine
$262K +$255K +3,364 New
KL
1086
KWMG LLC
Kansas
$261K +$259K +3,422 New
AW
1087
Alpha Windward
Massachusetts
$260K -$3.71K -49 -1%
HF
1088
Hoxton Financial
West Virginia
$259K
YIA
1089
YHB Investment Advisors
Connecticut
$259K +$17.4K +229 +7%
RCM
1090
RNC Capital Management
California
$259K +$252K +3,322 New
BP
1091
Ballentine Partners
Massachusetts
$256K +$23.3K +307 +10%
RC
1092
Randolph Company
Ohio
$253K +$246K +3,250 New
AIC
1093
Atlantic Investment Company
Georgia
$252K
TFF
1094
The Family Firm
Maryland
$249K +$242K +3,189 New
BAS
1095
Brown Advisory Securities
Maryland
$246K +$239K +3,152 New
MCM
1096
Marathon Capital Management
Maryland
$244K -$15.2K -200 -6%
GWCM
1097
Godshalk Welsh Capital Management
Pennsylvania
$242K
IWA
1098
Inspirion Wealth Advisors
Illinois
$242K +$235K +3,107 New
CL
1099
CSS LLC
Illinois
$241K +$234K +3,091 New
SF
1100
Synovus Financial
Georgia
$240K +$26.8K +354 +13%

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.