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Medtronic

1,154 hedge funds and large institutions have $62.6B invested in Medtronic in 2014 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 361 increasing their positions, 497 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $976M | Put options by funds: $521M

34% more funds holding in top 10

Funds holding in top 10: 5067 (+17)

32% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 106

17% more capital invested

Capital invested by funds: $53.3B → $62.6B (+$9.21B)

2% more funds holding

Funds holding: 1,1351,154 (+19)

0.65% more ownership

Funds ownership: 87.8%88.45% (+0.65%)

27% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 497

Holders
1,154
Holders Change
+19
Holders Change %
+1.67%
% of All Funds
30.77%
Holding in Top 10
67
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34%
% of All Funds
1.79%
New
140
Increased
361
Reduced
497
Closed
106
Calls
$976M
Puts
$521M
Net Calls
+$455M
Net Calls Change
+$86.4M

MDT Hedge Fund Activity: Q4 2014 in Review

1,154 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q4 2014, worth a combined $62.6B — up 17% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MDT positions and 106 closed out — a net gain of 34 holders — while 361 added to existing stakes and 497 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.83B. The largest seller was Primecap Management, cutting an estimated $761M.

  • 1,154 institutional investors held Medtronic (MDT) as of Q4 2014, up from 1,135 in Q3 2014.
  • Funds reported $62.6B of Medtronic stock for Q4 2014, up 17% quarter-over-quarter.
  • 140 funds opened new Medtronic positions in Q4 2014 and 106 closed out, a net change of +34 holders.
  • The largest Medtronic buyer in Q4 2014 was Fidelity Investments, an estimated $1.83B added.
  • The largest Medtronic seller in Q4 2014 was Primecap Management, an estimated $761M sold.

Based on aggregated 13F filings for Q4 2014.