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Medtronic
MDT

Overview Fund Activity

1,259 hedge funds and large institutions have $100B invested in Medtronic in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 440 increasing their positions, 572 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,259
Holders Change
+22
Holders Change %
+1.78%
% of All Funds
33.65%
Holding in Top 10
111
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+65.67%
% of All Funds
2.97%
New
98
Increased
440
Reduced
572
Closed
65
Calls
$481M
Puts
$720M
Net Calls
-$238M
Net Calls Change
-$151M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$271M
2
AIM
abrdn Investment Management
United Kingdom
+$205M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$180M
4
Bank of America
Bank of America
North Carolina
+$154M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$134M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$556M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$363M
3
WRF
Waddell & Reed Financial
Kansas
-$202M
4
EVM
Eaton Vance Management
Massachusetts
-$175M
5
IC
Institutional Capital
Illinois
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
876
Comerica Securities
Michigan
$749K +$96.9K +1,117 +15%
VWM
877
Vector Wealth Management
Minnesota
$746K -$38K -438 -5%
ARMT
878
Amica Retiree Medical Trust
Rhode Island
$742K -$88.6K -1,021 -11%
CTA
879
Colonial Trust Advisors
South Carolina
$740K -$8.59K -99 -1%
SSWM
880
Smith Salley Wealth Management
North Carolina
$738K -$4.8M -55,286 -87%
NFG
881
Next Financial Group
Texas
$736K -$37.1K -428 -5%
AI
882
Atria Investments
North Carolina
$728K +$78.3K +895 +12%
BW
883
Bison Wealth
Georgia
$727K +$727K +8,415 New
CFA
884
Cahill Financial Advisors
Minnesota
$725K +$12.1K +139 +2%
IAM
885
Impax Asset Management
New Hampshire
$723K -$34.7K -400 -5%
AAS
886
Annex Advisory Services
Wisconsin
$717K -$19K -219 -3%
EWM
887
Evercore Wealth Management
New York
$712K -$88.7K -1,023 -11%
OAJ
888
Ogorek Anthony Joseph
New York
$711K – – –
HFS
889
HL Financial Services
Kentucky
$699K -$3.82K -44 -0.5%
VIA
890
Vident Investment Advisory
Georgia
$697K -$1.72M -19,769 -71%
WP
891
WMS Partners
Maryland
$697K -$103K -1,188 -13%
MFS
892
Monetta Financial Services
Illinois
$694K – – –
BSWMG
893
Barrington Strategic Wealth Management Group
Illinois
$693K -$9.47K -109 -1%
SMC
894
Smith, Moore & Co
Missouri
$693K +$56.5K +651 +9%
SWM
895
Segment Wealth Management
Texas
$685K -$8.76K -101 -1%
MSFP
896
Mark Sheptoff Financial Planning
Connecticut
$685K – – –
CWG
897
C WorldWide Group
Denmark
$677K -$868K -10,000 -56%
VDI
898
Vaughan David Investments
Illinois
$674K +$4.08K +47 +0.6%
BHBT
899
Burke & Herbert Bank & Trust
Virginia
$666K – – –
WG
900
Winton Group
United Kingdom
$663K -$78.8K -909 -11%
34 35
36
37 38