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Stryker

790 hedge funds and large institutions have $20B invested in Stryker in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 247 increasing their positions, 318 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

18% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $58.7M

12% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.21B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 753790 (+37)

0.72% more ownership

Funds ownership: 69.85%70.56% (+0.72%)

22% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 318

Holders
790
Holders Change
+37
Holders Change %
+4.91%
% of All Funds
22.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
87
Increased
247
Reduced
318
Closed
42
Calls
$69.2M
Puts
$58.7M
Net Calls
+$10.5M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Winton Capital Management
United Kingdom
$57.1M +$16.8M +230,829 +44%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$56.6M -$42.9M -588,600 -44%
UIM
53
USS Investment Management
United Kingdom
$56.5M
SO
54
STRS Ohio
Ohio
$55M -$7.96M -109,158 -13%
O
55
OrbiMed
New York
$53.9M +$47.5M +650,700 +986%
TAM
56
Tiverton Asset Management
Delaware
$52.6M -$7.3M -100,000 -13%
JHIU
57
Janus Henderson Investors US
Colorado
$52.1M +$7.35M +100,749 +17%
FAM
58
Fenimore Asset Management
New York
$49.8M -$179K -2,456 -0.4%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$49.7M -$1.61M -22,098 -3%
SAM
60
Silvercrest Asset Management
New York
$48.6M +$452K +6,196 +1%
Charles Schwab
61
Charles Schwab
California
$48.5M +$1.14M +15,652 +2%
BG
62
Bahl & Gaynor
Ohio
$48.2M +$389K +5,329 +0.8%
MAA
63
Managed Account Advisors
New Jersey
$47.2M -$1M -13,709 -2%
AllianceBernstein
64
AllianceBernstein
Tennessee
$46.5M +$545K +7,467 +1%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$45.1M +$299K +4,100 +0.7%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$45M -$824K -11,289 -2%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$44.9M -$859K -11,776 -2%
WF
68
Welch & Forbes
Massachusetts
$44.9M -$226K -3,101 -0.5%
Fidelity International
69
Fidelity International
Bermuda
$44M -$4.49M -61,614 -10%
U
70
UBS
Switzerland
$41.6M +$9.4M +128,805 +30%
Ameriprise
71
Ameriprise
Minnesota
$41.5M +$3.38M +46,311 +9%
Prudential Financial
72
Prudential Financial
New Jersey
$39.9M -$3.89M -53,300 -9%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$39.6M -$1.42M -19,404 -4%
BIM
74
BlackRock Investment Management
Delaware
$37.6M -$1.43M -19,630 -4%
PPA
75
Parametric Portfolio Associates
Washington
$34.4M -$450K -6,173 -1%

SYK Hedge Fund Activity: Q4 2013 in Review

790 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stryker (SYK) for Q4 2013, worth a combined $20B — up 12% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SYK positions and 42 closed out — a net gain of 45 holders — while 247 added to existing stakes and 318 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $338M. The largest seller was Fidelity Investments, cutting an estimated $238M.

  • 790 institutional investors held Stryker (SYK) as of Q4 2013, up from 753 in Q3 2013.
  • Funds reported $20B of Stryker stock for Q4 2013, up 12% quarter-over-quarter.
  • 87 funds opened new Stryker positions in Q4 2013 and 42 closed out, a net change of +45 holders.
  • The largest Stryker buyer in Q4 2013 was JP Morgan Chase, an estimated $338M added.
  • The largest Stryker seller in Q4 2013 was Fidelity Investments, an estimated $238M sold.

Based on aggregated 13F filings for Q4 2013.