Medtronic
MDT
1,067 hedge funds and large institutions have $44.9B invested in Medtronic in 2013 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 368 increasing their positions, 420 reducing their positions, and 45 closing their positions.
189% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 45
8% more capital invested
Capital invested by funds: $41.7B → $44.9B (+$3.18B)
7% more funds holding
Funds holding: 993 → 1,067 (+74)
0% more funds holding in top 10
Funds holding in top 10: 33 → 33 (0)
0.26% less ownership
Funds ownership: 78.9% → 78.64% (-0.26%)
12% less repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 420
35% less call options, than puts
Call options by funds: $218M | Put options by funds: $334M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.6M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$54.1M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$54.1M |
| 5 |
Millennium Management
New York
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$257M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$216M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$123M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$80.4M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$70.7M |
MDT Hedge Fund Activity: Q4 2013 in Review
1,067 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2013, worth a combined $44.9B — up 7.6% from $41.7B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new MDT positions and 45 closed out — a net gain of 85 holders — while 368 added to existing stakes and 420 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $75.9M. The largest seller was Bank of America, cutting an estimated $257M.
- 1,067 institutional investors held Medtronic (MDT) as of Q4 2013, up from 993 in Q3 2013.
- Funds reported $44.9B of Medtronic stock for Q4 2013, up 7.6% quarter-over-quarter.
- 130 funds opened new Medtronic positions in Q4 2013 and 45 closed out, a net change of +85 holders.
- The largest Medtronic buyer in Q4 2013 was Morgan Stanley, an estimated $75.9M added.
- The largest Medtronic seller in Q4 2013 was Bank of America, an estimated $257M sold.
Based on aggregated 13F filings for Q4 2013.