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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
WCM
1226
Wealthcare Capital Management
Virginia
$12K +$1.52K +20 +15%
BGIM
1227
Brandywine Global Investment Management
Pennsylvania
$11K -$55.4M -730,375 -100%
VNA
1228
Valley National Advisers
Pennsylvania
$11K +$7.13K +94 +209%
OC
1229
Oakworth Capital
Alabama
$11K +$10.8K +143 New
SSA
1230
South Street Advisors
New York
$11K +$10.7M +140,933 New
CPP
1231
Crow Point Partners
Massachusetts
$10K +$9.85K +130 New
BWA
1232
Burt Wealth Advisors
Maryland
$9K +$8.49K +112 New
FMP
1233
Financial Management Professionals
Texas
$8K
MAM
1234
Meeder Asset Management
Ohio
$8K
CWM
1235
Catamount Wealth Management
Connecticut
$8K +$227 +3 +3%
PSC
1236
Prentiss Smith & Co
Vermont
$7K
HR
1237
Howe & Rusling
New York
$6K +$6.21K +82 New
VC
1238
Vicus Capital
Pennsylvania
$5.55K +$75.9K +1,002 +1%
AssetMark Inc
1239
AssetMark Inc
California
$5K +$4.85K +64 New
WC
1240
Whitnell & Co
Illinois
$4K +$3.56K +47 New
TWMP
1241
Taylor Wealth Management Partners
Massachusetts
$4K +$4.32K +57 New
CAM
1242
ClariVest Asset Management
California
$3K -$59.6K -787 -95%
AT
1243
Arden Trust
Delaware
$2.57K +$2.49M +32,908 New
NC
1244
NewSquare Capital
Pennsylvania
$2K +$1.59K +21 New
CFA
1245
Camarda Financial Advisors
Florida
$1K -$165K -2,173 -99%
LWA
1246
Lowe Wealth Advisors
Maryland
$1K +$682 +9 New
SAM
1247
Shamrock Asset Management
Texas
$1K +$1.06K +14 New
WA
1248
WBH Advisory
Maryland
$415 -$79.7K -1,051 -16%
Nordea Investment Management
1249
Nordea Investment Management
Sweden
-$329M -4,554,050 Closed
Legal & General Group
1250
Legal & General Group
United Kingdom
-$304M -4,203,142 Closed

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.