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Medtronic
MDT

Overview Fund Activity

1,257 hedge funds and large institutions have $84.9B invested in Medtronic in 2015 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 380 increasing their positions, 570 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+13
Holders Change %
+1.05%
% of All Funds
33.9%
Holding in Top 10
72
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-21.74%
% of All Funds
1.94%
New
118
Increased
380
Reduced
570
Closed
94
Calls
$370M
Puts
$351M
Net Calls
+$18.9M
Net Calls Change
-$106M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$453M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$347M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$331M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$293M
5
Temasek Holdings
Temasek Holdings
Singapore
+$218M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$888M
2
Harris Associates
Harris Associates
Illinois
-$293M
3
State Street
State Street
Massachusetts
-$193M
4
BA
BlackRock Advisors
Delaware
-$148M
5
BG
BlackRock Group
United Kingdom
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
926
Avidian Wealth Enterprises
Texas
$565K +$565K +7,623 New
CHAM
927
Clear Harbor Asset Management
Connecticut
$563K +$563K +7,592 New
QCMC
928
Quantum Capital Management (California)
California
$562K +$9.64K +130 +2%
ITIM
929
Indiana Trust & Investment Management
Indiana
$557K – – –
MA
930
Montag & Associates
Georgia
$553K – – –
RW
931
Rand Wealth
Maryland
$544K – – –
ICAS
932
Investors Capital Advisory Services
Massachusetts
$544K +$42.7K +578 +9%
DBG
933
De Burlo Group
Massachusetts
$543K – – –
EIP
934
Epoch Investment Partners
New York
$542K +$5.11K +69 +1%
CFA
935
Cahill Financial Advisors
Minnesota
$539K +$148 +2 +0%
MCC
936
Malaga Cove Capital
California
$537K +$537K +7,262 New
AF
937
Allworth Financial
California
$533K – – –
SMC
938
Smith, Moore & Co
Missouri
$532K – – –
MC
939
Middleton & Co
Massachusetts
$532K +$14.3K +193 +3%
CWA
940
Cypress Wealth Advisors
California
$532K +$532K +7,179 New
BIC
941
Bridges Investment Counsel
Nebraska
$531K -$11.1K -150 -2%
CRC
942
Curi RMB Capital
Illinois
$530K -$43.6K -588 -8%
DWM
943
Destination Wealth Management
California
$530K +$530K +7,156 New
HCC
944
Hirtle Callaghan & Co
Pennsylvania
$528K +$528K +7,123 New
LIC
945
Lodestar Investment Counsel
Illinois
$524K -$29.3K -395 -5%
NP
946
NorthRock Partners
Minnesota
$524K +$24.5K +331 +5%
TFO
947
Tarbox Family Office
California
$521K -$8.23K -111 -2%
HFM
948
Hartford Financial Management
Connecticut
$520K +$520K +7,027 New
LPT
949
Legacy Private Trust
Wisconsin
$519K -$834K -11,252 -62%
MPWT
950
MassMutual Private Wealth & Trust
Connecticut
$515K -$419K -6,579 -45%
36 37
38
39 40