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Medtronic
MDT

Overview Fund Activity

993 hedge funds and large institutions have $41.7B invested in Medtronic in 2013 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 351 increasing their positions, 419 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
32.21%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
1.07%
New
70
Increased
351
Reduced
419
Closed
48
Calls
$262M
Puts
$239M
Net Calls
+$23M
Net Calls Change
-$114M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$140M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.7M
3
O
OppenheimerFunds
New York
+$84.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$79.3M
5
EAM
Edge Asset Management
Washington
+$62.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$272M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$182M
3
LCS
Levin Capital Strategies
New York
-$108M
4
NI
Numeric Investors
Massachusetts
-$87.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
726
Burke & Herbert Bank & Trust
Virginia
$615K -$10.7K -200 -2%
BB
727
Bell Bank
North Dakota
$602K -$7.19K -135 -1%
RP
728
Reinhart Partners
Wisconsin
$575K – – –
CS
729
Cannell & Spears
New York
$573K +$573K +10,756 New
AIA
730
Alerus Investment Advisors
Minnesota
$567K -$639K -12,000 -53%
HPBT
731
High Point Bank & Trust
North Carolina
$555K – – –
MCC
732
Mid Continent Capital
Illinois
$554K -$53.3K -1,000 -9%
TCOT
733
Trust Company of Toledo
Ohio
$547K -$7.35K -138 -1%
HCM
734
Highlander Capital Management
New Jersey
$546K – – –
RG
735
Rathbones Group
United Kingdom
$546K +$37.3K +700 +7%
OFS
736
Orrstown Financial Services
Pennsylvania
$534K +$534K +10,031 New
JWBC
737
J.W. Burns & Co
New York
$528K – – –
WT
738
Washington Trust
Rhode Island
$528K – – –
CC
739
Curian Capital
Colorado
$527K +$4.26K +80 +0.8%
AA
740
Ancora Advisors
Ohio
$521K – – –
LC
741
Lubar & Co
Wisconsin
$521K +$204K +3,833 +64%
FWCM
742
Ferguson Wellman Capital Management
Oregon
$520K -$63.1K -1,185 -11%
TCB
743
Texas Capital Bancshares
Texas
$519K -$18.1K -340 -3%
BIC
744
Beach Investment Counsel
Pennsylvania
$518K -$26.6K -500 -5%
Fuller & Thaler Asset Management
745
Fuller & Thaler Asset Management
California
$511K -$47.9K -900 -9%
GG
746
Gofen & Glossberg
Illinois
$507K -$47.9K -900 -9%
UR
747
USCA RIA
Texas
$501K -$10.7K -200 -2%
GLA
748
Great Lakes Advisors
Illinois
$493K +$5.16K +97 +1%
PMG
749
ProVise Management Group
Florida
$492K – – –
NPC
750
National Planning Corporation
California
$491K +$491K +9,224 New
28 29
30
31 32