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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 %
NPF
851
Norris Perne & French
Michigan
$509K -$24.8K -400 -5%
RNS
852
Robert N. Shapiro
$508K -$29.8K -480 -6%
BPB
853
Badgley, Phelps & Bell
Washington
$507K +$255K +4,120 +101%
DD
854
Dominick & Dominick
New York
$506K +$271K +4,366 +115%
BCM
855
Bluefin Capital Management
New York
$501K +$30.3K +489 +6%
KFS
856
KMS Financial Services
Washington
$500K +$102K +1,653 +26%
MRCM
857
M&R Capital Management
New Jersey
$494K -$12.4K -200 -2%
BFS
858
Bradley Foster & Sargent
Connecticut
$488K +$138K +2,230 +40%
SCM
859
Shelton Capital Management
Colorado
$487K -$12.4K -200 -2%
TFO
860
Tarbox Family Office
California
$487K +$1.8K +29 +0.4%
FCCM
861
First City Capital Management
Georgia
$483K – – –
PMG
862
ProVise Management Group
Florida
$482K -$181K -2,927 -27%
MSFP
863
Mark Sheptoff Financial Planning
Connecticut
$482K – – –
ITIM
864
Indiana Trust & Investment Management
Indiana
$479K -$2.79K -45 -0.6%
CTA
865
Chesley Taft & Associates
Illinois
$474K – – –
TCB
866
Texas Capital Bancshares
Texas
$474K +$11.8K +190 +3%
PWAG
867
Polaris Wealth Advisory Group
California
$474K +$38.1K +615 +9%
VDI
868
Vaughan David Investments
Illinois
$473K +$21.3K +344 +5%
IPC
869
Independent Portfolio Consultants
Florida
$469K +$187K +3,008 +66%
OIA
870
Optimum Investment Advisors
Illinois
$468K – – –
MYAM
871
Meiji Yasuda Asset Management
Japan
$466K -$11.8K -190 -2%
CGT
872
Capital Guardian Trust
California
$463K – – –
BCM
873
Buckhead Capital Management
Georgia
$463K – – –
WT
874
Whittier Trust
California
$463K – – –
MA
875
Montag & Associates
Georgia
$462K -$18.6K -300 -4%
33 34
35
36 37