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Medtronic
MDT

Overview Fund Activity

1,480 hedge funds and large institutions have $109B invested in Medtronic in 2018 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 529 increasing their positions, 593 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+75
Holders Change %
+5.34%
% of All Funds
33.89%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.51%
New
144
Increased
529
Reduced
593
Closed
59
Calls
$679M
Puts
$739M
Net Calls
-$59.7M
Net Calls Change
-$316M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$738M
2
Boston Partners
Boston Partners
Massachusetts
+$404M
3
PG
Pendal Group
Australia
+$311M
4
State Street
State Street
Massachusetts
+$238M
5
AAMU
Amundi Asset Management US
Massachusetts
+$228M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$791M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$663M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$222M
4
Lazard Asset Management
Lazard Asset Management
New York
-$208M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
901
Monetary Management Group
Missouri
$926K -$39.3K -400 -4%
VIG
902
Vienna Insurance Group
Poland
$915K -$72K -732 -7%
TCOT
903
Trust Company of Toledo
Ohio
$913K -$9.84K -100 -1%
BCMO
904
Buckingham Capital Management (Ohio)
Ohio
$912K -$225K -2,287 -20%
RWA
905
Ropes Wealth Advisors
Massachusetts
$907K +$176K +1,791 +24%
LKIM
906
Lawson Kroeker Investment Management
Nebraska
$906K -$30.5K -310 -3%
CA
907
Cetera Advisors
Colorado
$905K +$257K +2,608 +40%
DI
908
Diligent Investors
California
$904K – – –
1WA
909
180 Wealth Advisors
Washington
$904K +$206K +2,096 +30%
BWAM
910
Boyd Watterson Asset Management
Ohio
$903K -$70K -711 -7%
MRCM
911
M&R Capital Management
New Jersey
$903K -$37K -377 -4%
VFA
912
Valeo Financial Advisors
Indiana
$900K +$111K +1,229 +14%
MYIA
913
Mount Yale Investment Advisors
Colorado
$898K +$166K +1,764 +23%
S
914
SignatureFD
Georgia
$888K +$137K +1,394 +18%
SFS
915
Sowell Financial Services
Arkansas
$886K +$886K +9,009 New
LSV Asset Management
916
LSV Asset Management
Illinois
$885K – – –
BCM
917
Brasada Capital Management
Texas
$885K +$98.3K +1,000 +13%
STA
918
Summit Trail Advisors
New York
$884K +$331K +3,345 +60%
FPA
919
First Pacific Advisors
California
$880K – – –
LJAC
920
L.J. Altfest & Co
New York
$874K -$34.3K -349 -4%
WWM
921
Windsor Wealth Management
Indiana
$874K +$70K +712 +9%
ST
922
Smithfield Trust
Pennsylvania
$869K – – –
AF
923
Affiance Financial
Minnesota
$865K +$70.3K +715 +9%
MMHP
924
Murphy Middleton Hinkle & Parker
Georgia
$862K – – –
BFO
925
Boston Family Office
Massachusetts
$856K -$10.5K -107 -1%
35 36
37
38 39