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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 %
ICOA
851
Investment Centers of America
North Dakota
$798K -$8.45K -98 -1%
TFA
852
Transamerica Financial Advisors
Florida
$798K +$51.5K +596 +7%
MCM
853
Maryland Capital Management
Maryland
$797K – – –
CAM
854
Cypress Asset Management
Texas
$792K -$15.1K -175 -2%
LW
855
Linscomb Wealth
Texas
$790K +$32K +371 +4%
JWBC
856
J.W. Burns & Co
New York
$775K – – –
LJAC
857
L.J. Altfest & Co
New York
$772K -$3.72K -43 -0.5%
IAM
858
Impax Asset Management
New Hampshire
$772K +$51.9K +600 +7%
EDRE
859
Edmond de Rothschild (Europe)
Luxembourg
$769K -$876K -10,133 -53%
QI
860
Quotient Investors
New York
$769K – – –
GLRA
861
Gerald L. Ray & Associates
Texas
$759K – – –
RGC
862
Roberts, Glore & Co
Illinois
$758K -$48.8K -565 -6%
CTA
863
Colonial Trust Advisors
South Carolina
$744K +$6.48K +75 +0.9%
HFS
864
HL Financial Services
Kentucky
$742K +$45.7K +529 +7%
ARMT
865
Amica Retiree Medical Trust
Rhode Island
$738K – – –
SCA
866
Stonebridge Capital Advisors
Minnesota
$732K -$51.8K -600 -7%
TW
867
Transform Wealth
Colorado
$728K -$184K -2,136 -20%
CFA
868
Cahill Financial Advisors
Minnesota
$722K +$173 +2 +0%
OAJ
869
Ogorek Anthony Joseph
New York
$708K – – –
SMC
870
Smith, Moore & Co
Missouri
$705K +$15K +173 +2%
VWM
871
Vector Wealth Management
Minnesota
$704K -$38.5K -446 -5%
RCM
872
Riverhead Capital Management
Delaware
$696K -$22.5M -259,828 -97%
WP
873
WMS Partners
Maryland
$694K – – –
MFS
874
Monetta Financial Services
Illinois
$691K – – –
AAS
875
Annex Advisory Services
Wisconsin
$686K -$28.4K -329 -4%
33 34
35
36 37