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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
HS
1126
HighVista Strategies
Massachusetts
$208K -$103K -1,359 -34%
RI
1127
Redwood Investments
Massachusetts
$207K
MJP
1128
Michael J. Puzo
$206K +$200K +2,638 New
DIA
1129
Denver Investment Advisors
Colorado
$206K +$200K +2,639 New
AAM
1130
Aureus Asset Management
Massachusetts
$206K +$200K +2,643 New
FAB
1131
First American Bank
Illinois
$205K +$200K +2,636 New
TIA
1132
Tiemann Investment Advisors
California
$203K +$198K +2,606 New
BW
1133
Bison Wealth
Georgia
$202K +$196K +2,590 New
AIM
1134
Advantage Investment Management
Iowa
$193K +$188K +2,481 New
FI
1135
FCM Investments
Texas
$179K
OSNBOA
1136
Old Second National Bank of Aurora
Illinois
$171K +$5.38K +71 +3%
HI
1137
Hudock Inc
Pennsylvania
$166K +$20.8K +275 +15%
JWA
1138
JFS Wealth Advisors
Pennsylvania
$157K +$11K +145 +8%
GWS
1139
Glassman Wealth Services
Virginia
$152K +$11.3K +149 +8%
RFA
1140
Reilly Financial Advisors
California
$149K +$24.3K +320 +20%
SC
1141
Searle & Co
Connecticut
$148K
TCM
1142
Tradewinds Capital Management
Washington
$142K -$5.61K -74 -4%
Cohen & Steers
1143
Cohen & Steers
New York
$142K +$138K +1,816 New
BCM
1144
Blume Capital Management
California
$140K
KPCM
1145
Kings Point Capital Management
New York
$140K +$136K +1,800 New
JIC
1146
Joel Isaacson & Co
New York
$135K +$53.4K +704 +69%
BKA
1147
Brick & Kyle Associates
Pennsylvania
$133K +$129K +1,700 New
DIA
1148
Davidson Investment Advisors
Montana
$129K
ARMC
1149
American Research & Management Company
Massachusetts
$126K +$52.4K +692 +75%
EFSCE
1150
Enterprise Financial Services Corp (EFSC)
Missouri
$126K +$82.1K +1,083 +201%

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.