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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 %
BJL
801
Brighton Jones LLC
Washington
$355K +$355K +6,675 New
1IA
802
1834 Investment Advisors
Wisconsin
$352K – – –
BWAM
803
Boyd Watterson Asset Management
Ohio
$351K -$815K -15,300 -70%
CCM
804
Cai Capital Management
New York
$351K -$40.9K -768 -10%
AT
805
Acadia Trust
Maine
$349K – – –
NAMP
806
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$348K – – –
GLRA
807
Gerald L. Ray & Associates
Texas
$346K – – –
PLFAM
808
Pineno Levin & Ford Asset Management
Virginia
$341K -$31.5K -591 -8%
OIA
809
Optimum Investment Advisors
Illinois
$341K +$341K +6,407 New
PFM
810
PacWest Financial Management
Arizona
$340K -$46.6K -875 -12%
WB
811
WesBanco Bank
West Virginia
$339K -$40K -750 -11%
SFG
812
Sather Financial Group
Texas
$338K – – –
IFB
813
iAB Financial Bank
Indiana
$335K +$13.3K +250 +4%
ICAS
814
Investors Capital Advisory Services
Massachusetts
$334K +$6.39K +120 +2%
PCMC
815
Paragon Capital Management (Colorado)
Colorado
$331K – – –
CWP
816
Capital Wealth Planning
Florida
$330K +$330K +6,200 New
HPCM
817
High Pointe Capital Management
Illinois
$322K +$87.8K +1,650 +38%
WIS
818
Wright Investors Service
Connecticut
$321K +$798 +15 +0.2%
AIMCA
819
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$320K -$1.74M -32,600 -84%
AIM
820
Acropolis Investment Management
Missouri
$320K +$10.1K +190 +3%
PTC
821
Private Trust Company
Ohio
$313K +$27.7K +521 +10%
SSWM
822
Smith Salley Wealth Management
North Carolina
$312K +$72.2K +1,357 +30%
HCC
823
Hirtle Callaghan & Co
Pennsylvania
$311K +$311K +5,835 New
LIM
824
Leavell Investment Management
Alabama
$309K – – –
SI
825
SII Investments
Wisconsin
$307K +$24.5K +459 +9%
31 32
33
34 35