Medtronic
MDT
1,251 hedge funds and large institutions have $89.2B invested in Medtronic in 2015 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 390 increasing their positions, 574 reducing their positions, and 72 closing their positions.
83% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 72
35% more call options, than puts
Call options by funds: $405M | Put options by funds: $301M
23% more funds holding in top 10
Funds holding in top 10: 69 → 85 (+16)
14% more capital invested
Capital invested by funds: $78B → $89.2B (+$11.2B)
3% more funds holding
Funds holding: 1,209 → 1,251 (+42)
0.24% less ownership
Funds ownership: 83.03% → 82.79% (-0.24%)
32% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 574
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$570M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$221M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$211M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$176M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$507M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$332M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$289M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
-$226M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$206M |
MDT Hedge Fund Activity: Q4 2015 in Review
1,251 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2015, worth a combined $89.2B — up 14% from $78B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new MDT positions and 72 closed out — a net gain of 60 holders — while 390 added to existing stakes and 574 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $570M. The largest seller was Franklin Resources, cutting an estimated $507M.
- 1,251 institutional investors held Medtronic (MDT) as of Q4 2015, up from 1,209 in Q3 2015.
- Funds reported $89.2B of Medtronic stock for Q4 2015, up 14% quarter-over-quarter.
- 132 funds opened new Medtronic positions in Q4 2015 and 72 closed out, a net change of +60 holders.
- The largest Medtronic buyer in Q4 2015 was Capital Research Global Investors, an estimated $570M added.
- The largest Medtronic seller in Q4 2015 was Franklin Resources, an estimated $507M sold.
Based on aggregated 13F filings for Q4 2015.