We are live on ! Find out more
MDT icon

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
IPC
1326
Independent Portfolio Consultants
Florida
-$1.28M -17,759 Closed
WA
1327
Wheatland Advisors
Pennsylvania
-$1.26M -17,454 Closed
ATC
1328
Argent Trust Company
Louisiana
-$1.18M -16,312 Closed
TYCC
1329
Texas Yale Capital Corp
Florida
-$1.12M -15,465 Closed
OMCS
1330
Old Mutual Customised Solutions
South Africa
-$1.05M -14,500 Closed
PC
1331
Palo Capital
California
-$876K -12,135 Closed
CWM
1332
Concert Wealth Management
California
-$821K -11,404 Closed
GIA
1333
GHP Investment Advisors
Colorado
-$766K -10,610 Closed
PP
1334
Paloma Partners
Connecticut
-$740K -10,239 Closed
DI
1335
Diligent Investors
California
-$683K -9,193 Closed
HCM
1336
Hollencrest Capital Management
California
-$654K -9,065 Closed
EPM
1337
Equitec Proprietary Markets
Illinois
-$673K -8,886 Closed
JFGIW
1338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$607K -8,398 Closed
SEC
1339
Seven Eight Capital
New York
-$599K -8,300 Closed
IC
1340
IKOS CIF
Cyprus
-$556K -7,522 Closed
HMS
1341
Hanseatic Management Services
New Mexico
-$537K -7,440 Closed
HCC
1342
Hirtle Callaghan & Co
Pennsylvania
-$534K -7,373 Closed
MAA
1343
Mraz Amerine & Associates
California
-$504K -6,984 Closed
DAS
1344
Dynamic Advisor Solutions
Arizona
-$494K -6,843 Closed
P
1345
Pitcairn
Pennsylvania
-$482K -6,674 Closed
PMG
1346
ProVise Management Group
Florida
-$417K -5,773 Closed
UB
1347
UMB Bank
Missouri
-$405K -5,603 Closed
PCM
1348
Prelude Capital Management
New York
-$337K -4,665 Closed
BDF
1349
Balasa Dinverno & Foltz
-$336K -4,649 Closed
LOAME
1350
Lombard Odier Asset Management (Europe)
United Kingdom
-$321K -4,417 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.