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Medtronic

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.

New
Increased
Maintained
Reduced
Closed

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: 4454 (+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: 1,0741,109 (+35)

8% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 443

Holders
1,109
Holders Change
+35
Holders Change %
+3.26%
% of All Funds
31.88%
Holding in Top 10
54
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.73%
% of All Funds
1.55%
New
95
Increased
407
Reduced
443
Closed
53
Calls
$411M
Puts
$236M
Net Calls
+$174M
Net Calls Change
+$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$41.1M +$8M +131,752 +26%
PAMU
152
Pictet Asset Management (UK)
United Kingdom
$40.3M +$8.71M +143,300 +29%
Citigroup
153
Citigroup
New York
$39.4M -$8.55M -140,755 -19%
ELC
154
Edgar Lomax Company
Virginia
$39.3M +$65.3K +1,075 +0.2%
ERSOT
155
Employees Retirement System of Texas
Texas
$38.4M +$13.5M +222,200 +58%
LCM
156
Lonestar Capital Management
California
$38.3M +$36.4M +600,000 New
WA
157
Wasatch Advisors
Utah
$38.1M -$2.25M -37,063 -6%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$37.7M -$199K -3,279 -0.6%
RG
159
Redmile Group
California
$37.6M +$35.8M +589,974 New
FQ
160
First Quadrant
California
$37.5M
PI
161
Putnam Investments
Massachusetts
$37.1M -$5.07M -83,423 -13%
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$36.5M -$1.8M -29,564 -5%
CCM
163
Check Capital Management
California
$36.1M +$1.2M +19,805 +4%
BGIM
164
Brandywine Global Investment Management
Pennsylvania
$35.2M +$4.57M +75,210 +16%
IIM
165
Ivory Investment Management
New York
$34.3M +$32.7M +537,788 New
RG
166
Renaissance Group
Kentucky
$34.1M -$1.33M -21,849 -4%
BTW
167
Boston Trust Walden
Massachusetts
$33.3M -$660K -10,865 -2%
IGIM
168
I.G. Investment Management
Manitoba, Canada
$33.2M +$4.33M +71,286 +16%
Aviva
169
Aviva
United Kingdom
$33.1M +$558K +9,190 +2%
SAM
170
Sentinel Asset Management
Vermont
$32.9M -$36.4K -600 -0.1%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$32.7M +$26.6M +438,466 +592%
Lord, Abbett & Co
172
Lord, Abbett & Co
New Jersey
$31.8M -$275K -4,523 -0.9%
AIG
173
American International Group
New York
$31.3M +$1.07M +17,544 +4%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$30.7M -$2.33M -38,377 -7%
EA
175
Euclid Advisors
Connecticut
$30.6M -$4.57M -75,304 -14%

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.