Medtronic
MDT
1,210 hedge funds and large institutions have $78.5B invested in Medtronic in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 400 increasing their positions, 582 reducing their positions, and 114 closing their positions.
1.51% more ownership
Funds ownership: 81.52% → 83.03% (+1.5%)
1% more call options, than puts
Call options by funds: $330M | Put options by funds: $327M
4% less funds holding
Funds holding: 1,261 → 1,210 (-51)
4% less funds holding in top 10
Funds holding in top 10: 72 → 69 (-3)
8% less capital invested
Capital invested by funds: $85.6B → $78.5B (-$7.01B)
31% less repeat investments, than reductions
Existing positions increased: 400 | Existing positions reduced: 582
39% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$862M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$690M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$439M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$384M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$289M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$240M |
| 2 |
Temasek Holdings
Singapore
|
-$218M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$166M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$161M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$125M |
MDT Hedge Fund Activity: Q3 2015 in Review
1,210 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2015, worth a combined $78.5B — down 8.2% from $85.6B a quarter earlier.
Sellers outnumbered buyers: 114 funds closed out of MDT and 69 opened new positions — a net loss of 45 holders — while 582 trimmed existing stakes and 400 added.
The largest buyer was Norges Bank, opening a new position worth an estimated $862M. The largest seller was Bank of Montreal, cutting an estimated $240M.
- 1,210 institutional investors held Medtronic (MDT) as of Q3 2015, down from 1,261 in Q2 2015.
- Funds reported $78.5B of Medtronic stock for Q3 2015, down 8.2% quarter-over-quarter.
- 69 funds opened new Medtronic positions in Q3 2015 and 114 closed out, a net change of -45 holders.
- The largest Medtronic buyer in Q3 2015 was Norges Bank, an estimated $862M added.
- The largest Medtronic seller in Q3 2015 was Bank of Montreal, an estimated $240M sold.
Based on aggregated 13F filings for Q3 2015.