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Medtronic

1,259 hedge funds and large institutions have $84.9B invested in Medtronic in 2015 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 380 increasing their positions, 572 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 94

1% more funds holding

Funds holding: 1,2461,259 (+13)

5% more call options, than puts

Call options by funds: $370M | Put options by funds: $351M

0.09% less ownership

Funds ownership: 81.6%81.51% (-0.09%)

6% less capital invested

Capital invested by funds: $89.9B → $84.9B (-$4.96B)

22% less funds holding in top 10

Funds holding in top 10: 9272 (-20)

34% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 572

Holders
1,259
Holders Change
+13
Holders Change %
+1.04%
% of All Funds
33.92%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.94%
New
118
Increased
380
Reduced
572
Closed
94
Calls
$370M
Puts
$351M
Net Calls
+$18.9M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.4B +$66M +863,771 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.47B +$467M +6,117,251 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.02B -$3.51M -45,914 -0.1%
State Street
4
State Street
Massachusetts
$4.23B -$199M -2,609,925 -4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.27B +$77M +1,007,502 +2%
Franklin Resources
6
Franklin Resources
California
$2.89B -$59.4M -777,659 -2%
BIT
7
BlackRock Institutional Trust
California
$2.73B -$96.4M -1,261,237 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.38B +$342M +4,470,000 +16%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.34B -$20.8M -272,478 -0.9%
Artisan Partners
10
Artisan Partners
Wisconsin
$2.12B +$153M +2,001,944 +8%
Capital World Investors
11
Capital World Investors
California
$1.84B +$32.7M +428,257 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.6B +$153M +2,001,530 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.5B -$54.2M -709,706 -3%
BFA
14
BlackRock Fund Advisors
California
$1.37B -$8.74M -114,375 -0.6%
Northern Trust
15
Northern Trust
Illinois
$1.33B -$19.6M -255,951 -1%
Primecap Management
16
Primecap Management
California
$1.21B -$87.8M -1,149,125 -7%
Ameriprise
17
Ameriprise
Minnesota
$1.15B -$31.3M -409,551 -3%
Wells Fargo
18
Wells Fargo
California
$919M +$41.4M +542,021 +5%
BG
19
BlackRock Group
United Kingdom
$912M -$117M -1,526,265 -11%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$854M +$3.26M +42,647 +0.4%
AllianceBernstein
21
AllianceBernstein
Tennessee
$845M -$19.7M -258,468 -2%
Boston Partners
22
Boston Partners
Massachusetts
$843M -$8.7M -113,889 -1%
Invesco
23
Invesco
Georgia
$756M -$19.6M -257,098 -2%
IC
24
Institutional Capital
Illinois
$637M +$8.63M +112,890 +1%
UBS Group
25
UBS Group
Switzerland
$619M +$11.9M +155,287 +2%

MDT Hedge Fund Activity: Q2 2015 in Review

1,259 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2015, worth a combined $84.9B — down 5.5% from $89.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new MDT positions and 94 closed out — a net gain of 24 holders — while 380 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.

  • 1,259 institutional investors held Medtronic (MDT) as of Q2 2015, up from 1,246 in Q1 2015.
  • Funds reported $84.9B of Medtronic stock for Q2 2015, down 5.5% quarter-over-quarter.
  • 118 funds opened new Medtronic positions in Q2 2015 and 94 closed out, a net change of +24 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.