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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
AAM
1101
Autus Asset Management
Arizona
$234K +$227K +3,000 New
NG
1102
Northstar Group
New York
$234K +$227K +3,001 New
CIP
1103
Convergence Investment Partners
Florida
$234K +$228K +3,002 New
BL
1104
Balentine LLC
Georgia
$233K +$226K +2,985 New
AWS
1105
Aris Wealth Services
Pennsylvania
$232K +$225K +2,969 New
SM
1106
Stratton Management
Pennsylvania
$232K +$226K +2,981 New
HB
1107
Homrich & Berg
Georgia
$231K -$7.58K -100 -3%
MPIA
1108
Mountain Pacific Investment Advisers
Idaho
$228K +$9.02K +119 +4%
WRM
1109
Westport Resources Management
Connecticut
$228K +$92.5K +1,220 +72%
CCM
1110
CrestPoint Capital Management
Missouri
$226K -$7.58K -100 -3%
IC
1111
Inverness Counsel
New York
$224K
CA
1112
Capital Advantage
California
$223K
MCM
1113
Manchester Capital Management
Vermont
$222K -$287K -3,781 -57%
FM
1114
Foster & Motley
Ohio
$219K -$183K -2,421 -46%
TRCT
1115
Tower Research Capital (TRC)
New York
$218K +$173K +2,278 +436%
IRS
1116
Invictus RG (Singapore)
Singapore
$218K +$212K +2,800 New
LA
1117
Lynch & Associates
Indiana
$217K -$3.79K -50 -2%
SFPIA
1118
Stevens First Principles Investment Advisors
California
$216K
BST
1119
Bath Savings Trust
Maine
$216K +$210K +2,769 New
SFG
1120
SNS Financial Group
Minnesota
$214K +$208K +2,750 New
TC
1121
TradeLink Capital
Illinois
$214K +$209K +2,753 New
GLA
1122
Great Lakes Advisors
Illinois
$213K +$207K +2,726 New
DSAM
1123
Dock Street Asset Management
Florida
$211K -$83.4K -1,100 -29%
MPM
1124
Meritage Portfolio Management
Kansas
$210K +$205K +2,700 New
BHIA
1125
Birch Hill Investment Advisors
Massachusetts
$209K +$204K +2,685 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.