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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
AAM
176
Aberdeen Asset Management
United Kingdom
$46M +$9.54M +125,879 +27%
RCM
177
Riverhead Capital Management
Delaware
$44.7M +$27.7M +365,549 +176%
RSCM
178
Rock Springs Capital Management
Maryland
$44.6M +$1.69M +22,300 +4%
Stifel Financial
179
Stifel Financial
Missouri
$44.5M +$15.8M +208,296 +58%
VAM
180
Visium Asset Management
New York
$44.4M +$791K +10,437 +2%
FMI
181
Factory Mutual Insurance
Massachusetts
$44.3M +$6.62M +87,360 +18%
HTC
182
Haverford Trust Company
Pennsylvania
$43.8M +$2.83M +37,287 +7%
KBC Group
183
KBC Group
Belgium
$43.2M +$12M +158,616 +40%
ACA
184
Anchor Capital Advisors
Massachusetts
$43.2M +$21.6M +285,067 +106%
SOMRS
185
State of Michigan Retirement System
Michigan
$42.9M +$10.9M +144,246 +36%
BAPIM
186
British Airways Pensions Investment Management
United Kingdom
$42.1M +$40.9M +539,990 New
TPSF
187
Texas Permanent School Fund
Texas
$41.6M +$13M +171,360 +47%
JAM
188
Jupiter Asset Management
United Kingdom
$41.6M +$9.89M +130,497 +32%
EA
189
Euclid Advisors
Connecticut
$40.7M +$39.5M +521,590 New
AIG
190
American International Group
New York
$40.5M +$6.3M +83,112 +19%
TSU
191
TD Securities (USA)
New York
$39.9M +$10.5M +138,160 +37%
WA
192
Wasatch Advisors
Utah
$39.7M -$3.34M -44,025 -8%
BIC
193
Beach Investment Counsel
Pennsylvania
$38.8M +$24.9M +328,040 +193%
WG
194
Winton Group
United Kingdom
$38.8M -$1.43M -18,913 -4%
CEI
195
Clark Estates Inc
New York
$38.7M +$2.78M +36,616 +8%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$38.6M +$12.2M +161,267 +48%
AG
197
Aperio Group
California
$37.4M +$9.11M +120,141 +33%
FGP
198
Foyston, Gordon, & Payne
Ontario, Canada
$37.3M +$7.11M +93,802 +24%
RG
199
Renaissance Group
Kentucky
$37.1M -$1.55M -20,422 -4%
William Blair & Company
200
William Blair & Company
Illinois
$36.9M +$11.7M +154,351 +48%

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.