Medtronic
MDT
1,261 hedge funds and large institutions have $85.6B invested in Medtronic in 2015 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 381 increasing their positions, 572 reducing their positions, and 93 closing their positions.
27% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 93
1% more funds holding
Funds holding: 1,247 → 1,261 (+14)
5% more call options, than puts
Call options by funds: $370M | Put options by funds: $351M
0.08% less ownership
Funds ownership: 81.6% → 81.52% (-0.08%)
5% less capital invested
Capital invested by funds: $90.3B → $85.6B (-$4.74B)
21% less funds holding in top 10
Funds holding in top 10: 91 → 72 (-19)
33% less repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 572
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$467M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$358M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$342M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$302M |
| 5 |
Temasek Holdings
Singapore
|
+$225M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$888M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$302M |
| 3 |
State Street
Boston,
Massachusetts
|
-$199M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$152M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$117M |
MDT Hedge Fund Activity: Q2 2015 in Review
1,261 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2015, worth a combined $85.6B — down 5.2% from $90.3B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new MDT positions and 93 closed out — a net gain of 25 holders — while 381 added to existing stakes and 572 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $467M. The largest seller was Norges Bank, exiting entirely with an estimated $888M sold.
- 1,261 institutional investors held Medtronic (MDT) as of Q2 2015, up from 1,247 in Q1 2015.
- Funds reported $85.6B of Medtronic stock for Q2 2015, down 5.2% quarter-over-quarter.
- 118 funds opened new Medtronic positions in Q2 2015 and 93 closed out, a net change of +25 holders.
- The largest Medtronic buyer in Q2 2015 was Fidelity Investments, an estimated $467M added.
- The largest Medtronic seller in Q2 2015 was Norges Bank, an estimated $888M sold.
Based on aggregated 13F filings for Q2 2015.