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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
NYLT
1201
New York Life Trust
New York
$36K +$34.9K +460 New
GWA
1202
Genesis Wealth Advisors
Massachusetts
$35K -$7.58K -100 -18%
CAL
1203
Capital Analysts LLC
Pennsylvania
$32.6K +$76 +1 +0.2%
LWA
1204
Lenox Wealth Advisors
New York
$31K +$10.5K +138 +53%
BCI
1205
Brinker Capital Investments
Pennsylvania
$31K +$30.3K +400 New
IMS
1206
Index Management Solutions
Pennsylvania
$30K -$13.3K -176 -31%
PIA
1207
Peachtree Investment Advisors
Georgia
$30K +$1.74K +23 +6%
PSI
1208
Pinnacle Summer Investments
Virginia
$29K -$630K -8,311 -96%
RCG
1209
Ruggie Capital Group
Florida
$28K +$26.8K +354 New
RA
1210
Rational Advisors
New York
$27K -$379K -5,005 -94%
FMB
1211
Field & Main Bank
Kentucky
$27K
JAM
1212
Jolley Asset Management
North Carolina
$27K
NSIM
1213
North Star Investment Management
Illinois
$27K +$25.9K +342 New
AAC
1214
Asset Advisors Corp
Georgia
$23K +$22.7K +300 New
TDC
1215
Thompson Davis & Co
Virginia
$22K +$21.5K +284 New
WP
1216
WealthPLAN Partners
Nebraska
$20K +$19.9K +263 New
Thrivent Financial for Lutherans
1217
Thrivent Financial for Lutherans
Minnesota
$19K
JIR
1218
James Investment Research
Ohio
$17K
CAW
1219
Cornerstone Advisors (Washington)
Washington
$17K +$910 +12 +6%
PRS
1220
Pinkerton Retirement Specialists
Idaho
$17K +$17K +224 New
CFA
1221
CT Financial Advisors
Pennsylvania
$15.6K
PFPT
1222
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K
CPIG
1223
Chicago Partners Investment Group
Illinois
$14K +$1.14K +15 +8%
FNBOO
1224
First National Bank of Omaha
Nebraska
$13.4K +$1.08M +14,207 +9%
PFG
1225
Piershale Financial Group
Illinois
$13K +$13.1K +173 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.