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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.67B +$2.06B +27,156,460 +47%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.29B +$1.11B +14,650,324 +28%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.28B +$1.61B +21,295,827 +46%
State Street
4
State Street
Massachusetts
$4.65B +$1.12B +14,830,286 +33%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.36B +$845M +11,152,877 +35%
Franklin Resources
6
Franklin Resources
California
$3.1B -$355M -4,680,751 -11%
BIT
7
BlackRock Institutional Trust
California
$2.97B +$917M +12,092,977 +47%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.49B -$56.8M -749,291 -2%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.16B +$1.01B +13,391,000 +94%
Artisan Partners
10
Artisan Partners
Wisconsin
$2.07B +$1.48B +19,522,952 +278%
Capital World Investors
11
Capital World Investors
California
$1.9B +$1.42B +18,797,000 +338%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.63B +$323M +4,256,382 +26%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$1.53B +$868M +11,453,179 +140%
BFA
14
BlackRock Fund Advisors
California
$1.45B +$414M +5,468,634 +42%
Northern Trust
15
Northern Trust
Illinois
$1.42B +$418M +5,517,689 +44%
Primecap Management
16
Primecap Management
California
$1.37B -$78.3M -1,032,945 -6%
Ameriprise
17
Ameriprise
Minnesota
$1.24B +$515M +6,794,058 +75%
BG
18
BlackRock Group
United Kingdom
$1.08B +$296M +3,899,988 +39%
Wells Fargo
19
Wells Fargo
California
$925M +$271M +3,569,015 +43%
AllianceBernstein
20
AllianceBernstein
Tennessee
$910M +$173M +2,287,471 +24%
Boston Partners
21
Boston Partners
Massachusetts
$896M +$253M +3,342,279 +41%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$896M +$290M +3,825,291 +50%
Norges Bank
23
Norges Bank
Norway
$888M +$272M +3,591,149 +46%
Harris Associates
24
Harris Associates
Illinois
$884M -$28.3M -372,842 -3%
Invesco
25
Invesco
Georgia
$816M +$175M +2,308,982 +28%

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.