Medtronic
MDT
1,076 hedge funds and large institutions have $48.9B invested in Medtronic in 2014 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 447 reducing their positions, and 64 closing their positions.
67% more call options, than puts
Call options by funds: $331M | Put options by funds: $198M
33% more funds holding in top 10
Funds holding in top 10: 33 → 44 (+11)
27% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 64
8% more capital invested
Capital invested by funds: $45.1B → $48.9B (+$3.8B)
0.76% more ownership
Funds ownership: 78.65% → 79.41% (+0.76%)
1% more funds holding
Funds holding: 1,069 → 1,076 (+7)
14% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 447
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$212M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$198M |
| 3 |
Goldman Sachs
New York
|
+$144M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$144M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$70.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$183M |
| 2 |
O
OppenheimerFunds
New York
|
-$166M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$140M |
| 4 |
State Street
Boston,
Massachusetts
|
-$120M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$70.9M |
MDT Hedge Fund Activity: Q1 2014 in Review
1,076 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2014, worth a combined $48.9B — up 8.4% from $45.1B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new MDT positions and 64 closed out — a net gain of 17 holders — while 383 added to existing stakes and 447 trimmed.
The largest buyer was Boston Partners, adding an estimated $212M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $183M.
- 1,076 institutional investors held Medtronic (MDT) as of Q1 2014, up from 1,069 in Q4 2013.
- Funds reported $48.9B of Medtronic stock for Q1 2014, up 8.4% quarter-over-quarter.
- 81 funds opened new Medtronic positions in Q1 2014 and 64 closed out, a net change of +17 holders.
- The largest Medtronic buyer in Q1 2014 was Boston Partners, an estimated $212M added.
- The largest Medtronic seller in Q1 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $183M sold.
Based on aggregated 13F filings for Q1 2014.