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Medtronic
MDT

Overview Fund Activity

1,287 hedge funds and large institutions have $87.3B invested in Medtronic in 2017 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 528 increasing their positions, 473 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+11
Holders Change %
+0.86%
% of All Funds
32.13%
Holding in Top 10
39
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-38.1%
% of All Funds
0.97%
New
113
Increased
528
Reduced
473
Closed
93
Calls
$264M
Puts
$561M
Net Calls
-$297M
Net Calls Change
-$193M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$600M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$580M
3
Renaissance Technologies
Renaissance Technologies
New York
+$464M
4
Bank of America
Bank of America
North Carolina
+$333M
5
Lazard Asset Management
Lazard Asset Management
New York
+$264M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.17B
2
Capital World Investors
Capital World Investors
California
-$664M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$242M
4
Capital International Investors
Capital International Investors
California
-$223M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
951
Homrich & Berg
Georgia
$492K – – –
PIM
952
Penobscot Investment Management
Massachusetts
$490K – – –
CCA
953
Cobblestone Capital Advisors
New York
$490K +$3.89K +50 +0.8%
BHC
954
Bowen Hanes & Co
Florida
$489K +$174K +2,230 +55%
LPT
955
Legacy Private Trust
Wisconsin
$488K -$7.78K -100 -2%
QSS
956
Quantitative Systematic Strategies
Florida
$488K +$113K +1,460 +30%
RWA
957
Ropes Wealth Advisors
Massachusetts
$487K -$30.7K -395 -6%
MTC
958
McDaniel Terry & Co
Texas
$487K – – –
HFS
959
HL Financial Services
Kentucky
$485K -$246K -3,159 -34%
DBG
960
De Burlo Group
Massachusetts
$485K – – –
NG
961
Northstar Group
New York
$477K -$7.78K -100 -2%
SWM
962
Segment Wealth Management
Texas
$472K -$15.1K -195 -3%
Fiera Capital (Canada)
963
Fiera Capital (Canada)
Quebec, Canada
$471K -$60.8K -781 -11%
OCG
964
Opus Capital Group
Ohio
$470K -$8.17K -105 -2%
PCM
965
Pointe Capital Management
Michigan
$469K +$64.3K +827 +16%
YP
966
Yellowstone Partners
Idaho
$465K +$465K +5,975 New
SS
967
Sunbelt Securities
Texas
$464K +$464K +5,962 New
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$460K – – –
S
969
SignatureFD
Georgia
$448K +$28.8K +371 +7%
NFG
970
Next Financial Group
Texas
$446K +$35.2K +451 +9%
LRPA
971
L. Roy Papp & Associates
Arizona
$442K +$4.74K +61 +1%
MIC
972
Meridian Investment Counsel
California
$440K +$10.5K +135 +2%
PFSC
973
Peoples Financial Services Corp
Pennsylvania
$438K – – –
CAS
974
Cue Advisory Services
Arizona
$438K +$30.6K +394 +8%
SSWM
975
Smith Salley Wealth Management
North Carolina
$437K -$8.86K -114 -2%
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