Medtronic
MDT
1,136 hedge funds and large institutions have $53.3B invested in Medtronic in 2014 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 471 reducing their positions, and 63 closing their positions.
105% more call options, than puts
Call options by funds: $720M | Put options by funds: $352M
52% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 63
3.53% more ownership
Funds ownership: 84.27% → 87.8% (+3.5%)
2% more funds holding
Funds holding: 1,111 → 1,136 (+25)
0% less capital invested
Capital invested by funds: $53.5B → $53.3B (-$168M)
7% less funds holding in top 10
Funds holding in top 10: 54 → 50 (-4)
18% less repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 471
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$647M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
+$392M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$366M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$268M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$180M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$506M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$316M |
| 3 |
SC
Sculptor Capital
New York
|
-$223M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$187M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$144M |
MDT Hedge Fund Activity: Q3 2014 in Review
1,136 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q3 2014, worth a combined $53.3B — down 0.31% from $53.5B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new MDT positions and 63 closed out — a net gain of 33 holders — while 388 added to existing stakes and 471 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $647M. The largest seller was Norges Bank, cutting an estimated $506M.
- 1,136 institutional investors held Medtronic (MDT) as of Q3 2014, up from 1,111 in Q2 2014.
- Funds reported $53.3B of Medtronic stock for Q3 2014, down 0.31% quarter-over-quarter.
- 96 funds opened new Medtronic positions in Q3 2014 and 63 closed out, a net change of +33 holders.
- The largest Medtronic buyer in Q3 2014 was Fidelity Investments, an estimated $647M added.
- The largest Medtronic seller in Q3 2014 was Norges Bank, an estimated $506M sold.
Based on aggregated 13F filings for Q3 2014.