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Medtronic
MDT

Overview Fund Activity

1,265 hedge funds and large institutions have $80.8B invested in Medtronic in 2016 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 420 increasing their positions, 549 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
31.67%
Holding in Top 10
50
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-42.53%
% of All Funds
1.25%
New
161
Increased
420
Reduced
549
Closed
139
Calls
$369M
Puts
$647M
Net Calls
-$278M
Net Calls Change
+$130M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$476M
2
Legal & General Group
Legal & General Group
United Kingdom
+$476M
3
Dodge & Cox
Dodge & Cox
California
+$364M
4
Franklin Resources
Franklin Resources
California
+$263M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.18B
2
Capital World Investors
Capital World Investors
California
-$476M
3
Artisan Partners
Artisan Partners
Wisconsin
-$447M
4
Ameriprise
Ameriprise
Minnesota
-$237M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
876
Wealthspire Advisors (Maryland)
Maryland
$655K +$292K +4,097 +80%
SOAMC
877
Spirit of America Management Corp
New York
$643K -$85.5K -1,200 -12%
CS
878
Comerica Securities
Michigan
$642K -$151K -2,120 -19%
AJ
879
Ashburton (Jersey)
Jersey
$642K +$642K +9,016 New
FAM
880
Foresters Asset Management
Ontario, Canada
$641K -$71.2K -1,000 -10%
LJAC
881
L.J. Altfest & Co
New York
$638K +$1.71K +24 +0.3%
IAA
882
Independent Advisor Alliance
North Carolina
$635K +$635K +8,463 New
HFS
883
HL Financial Services
Kentucky
$627K +$15.6K +219 +3%
RGC
884
Roberts, Glore & Co
Illinois
$625K – – –
CTA
885
Colonial Trust Advisors
South Carolina
$623K +$10.1K +142 +2%
JWBC
886
J.W. Burns & Co
New York
$618K -$21.4K -300 -3%
MCM
887
Maryland Capital Management
Maryland
$614K -$42.7K -600 -7%
NSAM
888
North Star Asset Management
Wisconsin
$612K -$225K -3,155 -27%
ARMT
889
Amica Retiree Medical Trust
Rhode Island
$609K – – –
CFA
890
Cahill Financial Advisors
Minnesota
$606K +$10.9K +153 +2%
SCA
891
Stonebridge Capital Advisors
Minnesota
$601K -$2.85K -40 -0.5%
PL
892
Plancorp LLC
Missouri
$585K +$585K +8,228 New
PL
893
Parkwood LLC
Ohio
$582K -$654K -9,184 -53%
SMC
894
Smith, Moore & Co
Missouri
$581K – – –
LWCFA
895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$572K -$175K -2,463 -23%
WFG
896
Wills Financial Group
Virginia
$572K +$37.4K +525 +7%
MSFP
897
Mark Sheptoff Financial Planning
Connecticut
$562K – – –
FMT
898
First Mercantile Trust
Tennessee
$557K -$176K -2,467 -24%
CWG
899
C WorldWide Group
Denmark
$556K – – –
CP
900
Camelot Portfolios
Ohio
$547K +$547K +7,673 New
34 35
36
37 38