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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
JMPWA
201
JP Morgan Private Wealth Advisors
California
$36.6M +$7.65M +100,984 +27%
RHBC
202
R.H. Bluestein & Co
Michigan
$35.7M -$1.01M -13,384 -3%
FWCM
203
Ferguson Wellman Capital Management
Oregon
$35.2M +$4.87M +64,203 +17%
TCA
204
Taconic Capital Advisors
New York
$35.1M +$34.1M +450,000 New
SW
205
SVB Wealth
Massachusetts
$35M +$17.4M +230,203 +106%
ProShare Advisors
206
ProShare Advisors
Maryland
$34.9M +$8.19M +108,087 +32%
GF
207
Gabelli Funds
New York
$34.8M +$28.9M +381,502 +587%
KFC
208
Klingenstein Fields & Co
New York
$34.5M +$1.24M +16,414 +4%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$34M +$5.36M +70,713 +19%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$33.8M -$316K -4,163 -1%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$33.8M +$15.2M +200,221 +86%
DCM
212
Dupont Capital Management
Delaware
$33.8M -$3.29M -43,348 -9%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$33.3M +$21.1M +277,740 +186%
TG
214
TCW Group
California
$32.9M +$10.1M +132,979 +46%
MIH
215
Madison Investment Holdings
Wisconsin
$32.8M -$836K -11,030 -3%
BPBT
216
Boston Private Bank & Trust
Massachusetts
$32.7M +$15.3M +202,303 +93%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$31.9M +$9.72M +128,282 +46%
SAM
218
Sectoral Asset Management
Quebec, Canada
$31.8M +$7.44M +98,101 +32%
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$30.8M -$8.82M -116,348 -23%
BCM
220
Barometer Capital Management
Ontario, Canada
$30.6M +$29.1M +384,280 +4,417%
CEP
221
Chicago Equity Partners
Illinois
$30.4M +$14.8M +194,849 +100%
HJGA
222
Hardman Johnston Global Advisors
Connecticut
$30.3M -$188K -2,480 -0.6%
SIC
223
Schwartz Investment Counsel
Michigan
$30.2M +$25.8M +340,610 +740%
OWP
224
Obermeyer Wealth Partners
Colorado
$29.5M -$200K -2,643 -0.7%
TCM
225
Tamarack Capital Management
California
$29.2M +$3.79M +50,000 +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.