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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
AA
1176
Apriem Advisors
California
$68K +$2.65K +35 +4%
CFG
1177
CKW Financial Group
Hawaii
$68K +$13.1K +173 +24%
FWM
1178
Focused Wealth Management
New York
$64K +$21.2K +280 +52%
HRIA
1179
Haberer Registered Investment Advisor
Ohio
$60K -$114K -1,501 -66%
AWM
1180
Avior Wealth Management
Nebraska
$59K +$52.1K +688 +997%
IF
1181
Ironwood Financial
Arizona
$58K -$77.7K -1,025 -58%
CA
1182
CapWealth Advisors
Tennessee
$57K +$55.6K +733 New
CPA
1183
Cowen Prime Advisors
New York
$57K +$55.9K +737 New
WOC
1184
West Oak Capital
California
$56.3K +$54.7K +722 New
BAM
1185
Brave Asset Management
New Jersey
$55K
VIA
1186
Vantage Investment Advisors
Pennsylvania
$54K +$35.4K +467 +205%
GAM
1187
Gemmer Asset Management
California
$50K +$30.2K +399 +167%
SNT
1188
Security National Trust
West Virginia
$48K +$6.9K +91 +18%
MA
1189
MCF Advisors
Kentucky
$48K +$47K +620 New
SIG
1190
Stanford Investment Group
California
$47K
MWAN
1191
Mariner Wealth Advisors (NYC)
Kansas
$47K +$45.3K +598 New
SIA
1192
Stancorp Investment Advisers
Oregon
$46K -$13.8K -182 -23%
BAM
1193
Bruderman Asset Management
New York
$45K +$43.7K +576 New
NCM
1194
Nelson Capital Management
California
$43K -$120K -1,585 -74%
SCP
1195
Syntal Capital Partners
Texas
$43K +$76 +1 +0.2%
MUS
1196
Mitsubishi UFJ Securities
Japan
$42K +$40.9K +540 New
BWFA
1197
Baltimore-Washington Financial Advisors
Maryland
$39K +$14.5K +191 +62%
CFS
1198
Commonwealth Financial Services
West Virginia
$38K
Capstone Investment Advisors
1199
Capstone Investment Advisors
New York
$37K +$36.1K +476 New
KCM
1200
Karp Capital Management
California
$36K +$152 +2 +0.4%

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.