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Medtronic
MDT

Overview Fund Activity

1,134 hedge funds and large institutions have $53.3B invested in Medtronic in 2014 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 387 increasing their positions, 470 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
+25
Holders Change %
+2.25%
% of All Funds
32.93%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.45%
New
96
Increased
387
Reduced
470
Closed
63
Calls
$720M
Puts
$352M
Net Calls
+$368M
Net Calls Change
+$194M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$631M
2
IC
Institutional Capital
Illinois
+$382M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$357M
4
WRF
Waddell & Reed Financial
Kansas
+$261M
5
Ameriprise
Ameriprise
Minnesota
+$175M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$493M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$308M
3
SC
Sculptor Capital
New York
-$224M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
826
Beacon Capital Management Inc (Ohio)
Ohio
$595K – – –
SWP
827
Stratos Wealth Partners
Ohio
$590K +$90K +1,453 +18%
HCM
828
Hollencrest Capital Management
California
$585K +$585K +9,449 New
CIA
829
Capital Investment Advisors
Georgia
$581K -$1.86K -30 -0.3%
BIC
830
Beach Investment Counsel
Pennsylvania
$580K – – –
WFG
831
Wills Financial Group
Virginia
$578K +$36.1K +583 +7%
WB
832
WesBanco Bank
West Virginia
$575K +$219K +3,542 +62%
CL
833
CPWM LLC
Washington
$574K +$21.5K +347 +4%
AII
834
AGF Investments Inc
Ontario, Canada
$571K – – –
CIC
835
Crawford Investment Counsel
Georgia
$571K +$20K +322 +4%
UBWV
836
United Bank (West Virginia)
West Virginia
$569K +$31K +500 +6%
JWBC
837
J.W. Burns & Co
New York
$568K -$3.1K -50 -0.5%
PSI
838
Pinnacle Summer Investments
Virginia
$564K – – –
WKWM
839
Walter & Keenan Wealth Management
Indiana
$558K – – –
MTC
840
McDaniel Terry & Co
Texas
$556K +$24.9K +402 +5%
NFG
841
Next Financial Group
Texas
$552K +$552K +8,916 New
MCM
842
Murphy Capital Management
New Jersey
$551K +$277K +4,475 +101%
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$544K +$23.7K +381 +5%
WS
844
Wedbush Securities
California
$538K -$3.1K -50 -0.6%
VAS
845
Valicenti Advisory Services
New York
$538K – – –
CBB
846
Citizens Business Bank
California
$531K – – –
NGA
847
Naples Global Advisors
Florida
$525K +$49.5K +800 +10%
TNBTD
848
Trustmark National Bank Trust Department
Mississippi
$519K – – –
QCMC
849
Quantum Capital Management (California)
California
$516K -$45.2K -728 -8%
IC
850
IKOS CIF
Cyprus
$516K +$516K +8,110 New
32 33
34
35 36