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Medtronic
MDT

Overview Fund Activity

993 hedge funds and large institutions have $41.7B invested in Medtronic in 2013 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 351 increasing their positions, 419 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
32.21%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
1.07%
New
70
Increased
351
Reduced
419
Closed
48
Calls
$262M
Puts
$239M
Net Calls
+$23M
Net Calls Change
-$114M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$140M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.7M
3
O
OppenheimerFunds
New York
+$84.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$79.3M
5
EAM
Edge Asset Management
Washington
+$62.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$272M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$182M
3
LCS
Levin Capital Strategies
New York
-$108M
4
NI
Numeric Investors
Massachusetts
-$87.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
901
Mercer Investments
Massachusetts
$171K -$80.5K -1,511 -32%
ATC
902
Adirondack Trust Company
New York
$168K -$10.7K -200 -6%
SCG
903
Strategic Capital Group
Washington
$163K -$1.72M -32,271 -91%
RI
904
Redwood Investments
Massachusetts
$162K – – –
WF
905
WealthTrust Fairport
Ohio
$162K +$146K +2,751 +917%
MS
906
Madison Scottsdale
Arizona
$160K – – –
MFS
907
MSI Financial Services
Massachusetts
$158K +$5.34K +100 +3%
ACM
908
Antonetti Capital Management
Florida
$157K +$15.9K +300 +11%
Toronto Dominion Bank
909
Toronto Dominion Bank
Ontario, Canada
$151K -$520K -9,780 -77%
MIC
910
MU Investments Company
Japan
$147K – – –
WA
911
Waverly Advisors
Alabama
$145K +$145K +2,716 New
SFSIG
912
San Francisco Sentry Investment Group
California
$143K -$480 -9 -0.3%
PAS
913
Partnervest Advisory Services
California
$134K +$26.7K +501 +25%
SFPIA
914
Stevens First Principles Investment Advisors
California
$133K – – –
AWMS
915
Advocacy Wealth Management Services
Georgia
$133K +$133K +2,304 New
FBC
916
Fairfield, Bush & Co
Connecticut
$127K – – –
FNBSF
917
First National Bank Sioux Falls
South Dakota
$115K – – –
OSNBOA
918
Old Second National Bank of Aurora
Illinois
$115K +$40.2K +750 +54%
PMFA
919
Plante Moran Financial Advisors
Michigan
$112K +$1.28K +24 +1%
Lazard Asset Management
920
Lazard Asset Management
New York
$106K -$10.1K -190 -9%
M
921
MOTCO
Texas
$105K – – –
OSAM
922
O'Shaughnessy Asset Management
Connecticut
$104K +$53.7K +1,010 +107%
FWC
923
First Washington Corp
Washington
$98K – – –
WRM
924
Westport Resources Management
Connecticut
$96K – – –
KPCM
925
Kings Point Capital Management
New York
$96K – – –
35 36
37
38 39