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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
HCM
101
Holland Capital Management
Illinois
$134M -$5.43M -71,632 -4%
LCS
102
Levin Capital Strategies
New York
$132M -$16.3M -214,474 -11%
JHC
103
JFB Holdings Corp
Georgia
$131M -$30.9M -407,985 -20%
BJ
104
BlackRock Japan
Japan
$129M +$32.6M +430,505 +35%
Axa
105
Axa
France
$126M -$8.62M -113,786 -7%
Fidelity International
106
Fidelity International
Bermuda
$125M +$4.67M +61,568 +4%
US Bancorp
107
US Bancorp
Minnesota
$124M +$22M +289,791 +22%
SBAM
108
Santa Barbara Asset Management
California
$117M +$114M +1,504,651 New
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$117M +$105M +1,383,247 +1,157%
CGI
110
Comgest Global Investors
France
$116M +$371K +4,900 +0.3%
VAM
111
Vontobel Asset Management
New York
$110M +$34.7M +457,920 +50%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$109M +$1.86M +24,492 +2%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$107M +$6.69M +88,260 +7%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$107M +$36.9M +487,320 +55%
NRECA
115
National Rural Electric Cooperative Association
Virginia
$106M +$103M +1,362,703 New
GIA
116
Gateway Investment Advisers
Ohio
$106M +$29M +382,468 +39%
Lord, Abbett & Co
117
Lord, Abbett & Co
New Jersey
$104M +$21.6M +284,800 +27%
Flossbach Von Storch
118
Flossbach Von Storch
Germany
$104M +$49.3K +650 +0%
CM
119
Castleark Management
Illinois
$103M +$62.6M +825,786 +168%
AQR Capital Management
120
AQR Capital Management
Connecticut
$98M -$12.7M -167,844 -12%
Citadel Advisors
121
Citadel Advisors
Florida
$97M -$62.8M -828,478 -40%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$96.6M +$27.9M +367,905 +42%
EAM
123
Edge Asset Management
Washington
$95M +$2.44M +32,240 +3%
IIM
124
Ivory Investment Management
New York
$92.3M +$3.02M +39,795 +3%
PC
125
Polar Capital
United Kingdom
$91M +$11.5M +151,162 +15%

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.