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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
BG
1151
Bollard Group
Massachusetts
$120K +$455 +6 +0.4%
MCA
1152
Mercer Capital Advisers
New Jersey
$115K +$36.2K +478 +48%
CHP
1153
Cable Hill Partners
Oregon
$114K +$64.6K +852 +132%
AWM
1154
AllSquare Wealth Management
New York
$112K +$109K +1,434 New
Acadian Asset Management
1155
Acadian Asset Management
Massachusetts
$111K -$19.7M -260,419 -99%
GI
1156
Gradient Investments
Minnesota
$111K +$56.5K +745 +110%
KA
1157
Klingman & Associates
New York
$108K +$105K +1,387 New
KTC
1158
Kistler-Tiffany Companies
Pennsylvania
$102K +$42.7K +564 +76%
MWP
1159
MYCIO Wealth Partners
Pennsylvania
$100K +$59.4K +784 +157%
BOK
1160
Bank of Kentucky
Kentucky
$97K +$94.1K +1,242 New
CCS
1161
Crosspoint Capital Strategies
California
$94K -$269K -3,554 -75%
AC
1162
Alexandria Capital
Virginia
$94K -$36.2K -478 -28%
BRWM
1163
B. Riley Wealth Management
Tennessee
$90K +$7.2K +95 +9%
BAM
1164
Barrett Asset Management
New York
$89K +$26.5K +350 +44%
SHJ
1165
Sharkey, Howes & Javer
Colorado
$86K +$83.4K +1,100 New
PIA
1166
Piedmont Investment Advisors
North Carolina
$85.6K +$19.6K +258 +31%
PMFA
1167
Plante Moran Financial Advisors
Michigan
$84K +$32.8K +433 +67%
LWM
1168
LBA Wealth Management
Florida
$83K +$3.56K +47 +5%
DMK
1169
David M. Knott
$81.9K +$56.8K +750 +250%
RWA
1170
Ropes Wealth Advisors
Massachusetts
$77K +$75K +989 New
P
1171
Palladiem
Pennsylvania
$74K -$3.56K -47 -5%
TNB
1172
Thomasville National Bank
Georgia
$74K +$72.2K +953 New
M
1173
MOTCO
Texas
$73K +$4.4K +58 +7%
MCM
1174
MV Capital Management
Maryland
$72K
CFSG
1175
Community Financial Services Group
Vermont
$69K -$6.37K -84 -9%

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.