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Medtronic
MDT

Overview Fund Activity

1,276 hedge funds and large institutions have $98.2B invested in Medtronic in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 465 increasing their positions, 541 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
31.86%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.57%
New
94
Increased
465
Reduced
541
Closed
83
Calls
$357M
Puts
$462M
Net Calls
-$104M
Net Calls Change
-$4.47M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$596M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$310M
3
BlackRock
BlackRock
New York
+$220M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
5
Sanders Capital
Sanders Capital
Florida
+$180M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$924M
2
Capital World Investors
Capital World Investors
California
-$537M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$483M
4
Morgan Stanley
Morgan Stanley
New York
-$347M
5
Deutsche Bank
Deutsche Bank
Germany
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
901
Roundview Capital
New Jersey
$612K +$69.6K +785 +13%
WP
902
WMS Partners
Maryland
$609K +$27.6K +311 +5%
MIM
903
Martin Investment Management
Florida
$606K -$3.64M -41,024 -86%
Fiera Capital (Canada)
904
Fiera Capital (Canada)
Quebec, Canada
$606K +$3.28K +37 +0.5%
AF
905
Arrow Financial
New York
$604K – – –
LW
906
Linscomb Wealth
Texas
$601K -$19.2K -216 -3%
ITIM
907
Indiana Trust & Investment Management
Indiana
$601K – – –
YWP
908
YorkBridge Wealth Partners
New York
$599K -$32.4K -365 -5%
RMCM
909
Reynders McVeigh Capital Management
Massachusetts
$593K -$26.6K -300 -4%
CS
910
Credential Securities
$592K +$56.8K +640 +11%
RWA
911
Ropes Wealth Advisors
Massachusetts
$591K +$7.82K +88 +1%
MA
912
Montag & Associates
Georgia
$588K +$184K +2,074 +46%
ID
913
Integral Derivatives
New York
$587K -$737K -8,311 -56%
FCAG
914
First Capital Advisors Group
New Jersey
$586K -$50.9K -573 -8%
APP
915
Avantax Planning Partners
Iowa
$583K +$96.4K +1,086 +20%
LRIC
916
Long Road Investment Counsel
Michigan
$568K – – –
LPT
917
Legacy Private Trust
Wisconsin
$565K -$239K -2,690 -30%
HB
918
Homrich & Berg
Georgia
$562K +$119K +1,340 +27%
PIM
919
Penobscot Investment Management
Massachusetts
$560K +$7.02K +79 +1%
SWM
920
Segment Wealth Management
Texas
$557K +$80.4K +905 +17%
MTC
921
McDaniel Terry & Co
Texas
$555K – – –
CCA
922
Cobblestone Capital Advisors
New York
$555K +$172K +1,937 +45%
DBG
923
De Burlo Group
Massachusetts
$554K – – –
WFG
924
Wills Financial Group
Virginia
$553K -$48.9K -550 -8%
NG
925
Northstar Group
New York
$553K – – –
35 36
37
38 39