Medtronic
MDT
1,109 hedge funds and large institutions have $53.5B invested in Medtronic in 2014 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 407 increasing their positions, 443 reducing their positions, and 53 closing their positions.
79% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 53
74% more call options, than puts
Call options by funds: $411M | Put options by funds: $236M
23% more funds holding in top 10
Funds holding in top 10: 44 → 54 (+10)
10% more capital invested
Capital invested by funds: $48.6B → $53.5B (+$4.88B)
4.85% more ownership
Funds ownership: 79.41% → 84.26% (+4.9%)
3% more funds holding
Funds holding: 1,074 → 1,109 (+35)
8% less repeat investments, than reductions
Existing positions increased: 407 | Existing positions reduced: 443
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$481M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$293M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$232M |
| 4 |
SC
Sculptor Capital
New York
|
+$213M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$192M |
| 2 |
Axa
Paris,
France
|
-$150M |
| 3 |
Primecap Management
Pasadena,
California
|
-$120M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$93.1M |
| 5 |
SG Americas Securities
New York
|
-$59.6M |
MDT Hedge Fund Activity: Q2 2014 in Review
1,109 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q2 2014, worth a combined $53.5B — up 10% from $48.6B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new MDT positions and 53 closed out — a net gain of 42 holders — while 407 added to existing stakes and 443 trimmed.
The largest buyer was Norges Bank, adding an estimated $481M. The largest seller was Invesco, cutting an estimated $192M.
- 1,109 institutional investors held Medtronic (MDT) as of Q2 2014, up from 1,074 in Q1 2014.
- Funds reported $53.5B of Medtronic stock for Q2 2014, up 10% quarter-over-quarter.
- 95 funds opened new Medtronic positions in Q2 2014 and 53 closed out, a net change of +42 holders.
- The largest Medtronic buyer in Q2 2014 was Norges Bank, an estimated $481M added.
- The largest Medtronic seller in Q2 2014 was Invesco, an estimated $192M sold.
Based on aggregated 13F filings for Q2 2014.