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Medtronic
MDT

Overview Fund Activity

1,263 hedge funds and large institutions have $98B invested in Medtronic in 2016 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 390 increasing their positions, 596 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,263
Holders Change
+4
Holders Change %
+0.32%
% of All Funds
33.75%
Holding in Top 10
87
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-21.62%
% of All Funds
2.32%
New
81
Increased
390
Reduced
596
Closed
64
Calls
$367M
Puts
$775M
Net Calls
-$408M
Net Calls Change
-$169M

Top Buyers

1
State Street
State Street
Massachusetts
+$657M
2
Franklin Resources
Franklin Resources
California
+$148M
3
AIM
abrdn Investment Management
United Kingdom
+$115M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$115M
5
JHIU
Janus Henderson Investors US
Colorado
+$111M

Top Sellers

1
GE
General Electric
Ohio
-$518M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$178M
4
Harris Associates
Harris Associates
Illinois
-$144M
5
Artisan Partners
Artisan Partners
Wisconsin
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
801
Edge Wealth Management
New York
$959K -$518 -6 -0.1%
MRCM
802
M&R Capital Management
New Jersey
$955K +$6.39K +74 +0.7%
MIAN
803
Mariner Independent Advisor Network
Kansas
$955K +$955K +11,056 New
Fiera Capital (Canada)
804
Fiera Capital (Canada)
Quebec, Canada
$954K -$225K -2,604 -19%
GVT
805
Genesee Valley Trust
New York
$954K -$1.73K -20 -0.2%
TCOT
806
Trust Company of Toledo
Ohio
$954K – – –
AL
807
Agran Libbie
California
$954K +$72.7K +841 +8%
WRM
808
Westport Resources Management
Connecticut
$943K -$3.27M -37,894 -78%
CCA
809
Checchi Capital Advisers
California
$942K +$172K +1,989 +22%
CWM
810
Calamos Wealth Management
Illinois
$941K -$69.2K -801 -7%
CCWA
811
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$941K +$54.8K +634 +6%
UR
812
USCA RIA
Texas
$937K +$3.89K +45 +0.4%
GWM
813
Geneos Wealth Management
Colorado
$937K +$72.8K +843 +8%
JAFL
814
Jay A. Fishman Ltd
Michigan
$936K -$1.12K -13 -0.1%
LP
815
LMR Partners
United Kingdom
$931K +$402K +4,647 +76%
CIC
816
Carnegie Investment Counsel
Ohio
$926K +$29.8K +361 +3%
MCM
817
Murphy Capital Management
New Jersey
$924K -$73.4K -850 -7%
WB
818
WesBanco Bank
West Virginia
$922K -$35.4K -410 -4%
RCA
819
Rowland Carmichael Advisors
Arizona
$913K -$18.1K -209 -2%
GG
820
Gofen & Glossberg
Illinois
$912K -$16.6K -192 -2%
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$907K -$88.3K -1,022 -9%
CB
822
Community Bank
New York
$906K -$3.2K -37 -0.4%
BSWMG
823
Barrington Strategic Wealth Management Group
Illinois
$903K +$213K +2,471 +31%
SRC
824
Shufro Rose & Co
New York
$894K -$225K -2,600 -20%
HPBT
825
High Point Bank & Trust
North Carolina
$891K – – –
31 32
33
34 35