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Medtronic
MDT

Overview Fund Activity

1,949 hedge funds and large institutions have $128B invested in Medtronic in 2020 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 828 increasing their positions, 651 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,949
Holders Change
+145
Holders Change %
+8.04%
% of All Funds
34.58%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.24%
New
253
Increased
828
Reduced
651
Closed
85
Calls
$878M
Puts
$1.01B
Net Calls
-$134M
Net Calls Change
-$151M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$317M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$300M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$179M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$677M
2
BlackRock
BlackRock
New York
-$593M
3
Artisan Partners
Artisan Partners
Wisconsin
-$528M
4
State Street
State Street
Massachusetts
-$242M
5
LP
Longview Partners
Guernsey
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
951
Montag & Associates
Georgia
$1.76M -$52.7K -450 -3%
IA
952
IFG Advisory
Georgia
$1.74M +$125K +1,068 +8%
CIAS
953
Capital Investment Advisory Services
North Carolina
$1.74M +$276K +2,354 +19%
VCA
954
Verdence Capital Advisors
Maryland
$1.73M +$20.4K +174 +1%
TBNY
955
Trustco Bank (New York)
New York
$1.73M +$146K +1,248 +9%
RPWA
956
Regent Peak Wealth Advisors
Georgia
$1.72M +$119K +1,015 +7%
LOAME
957
Lombard Odier Asset Management (Europe)
United Kingdom
$1.72M +$321K +2,773 +23%
VFA
958
Valeo Financial Advisors
Indiana
$1.71M +$17.2K +147 +1%
FTDI
959
First Trust Direct Indexing
Massachusetts
$1.71M +$1.71M +14,568 New
EFS
960
Essex Financial Services
Connecticut
$1.7M -$212K -1,810 -11%
WSFS
961
Wilmington Savings Fund Society
Delaware
$1.7M -$158K -1,352 -9%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$1.7M +$163K +1,389 +11%
NAMP
963
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.7M -$9.02K -77 -0.5%
PIM
964
Penobscot Investment Management
Massachusetts
$1.69M +$23.4K +200 +1%
AR
965
Advisory Research
Illinois
$1.69M +$5.74K +49 +0.3%
SP
966
SWS Partners
Ohio
$1.68M -$37.3K -318 -2%
SGI
967
Summit Global Investments
Utah
$1.66M +$378K +3,228 +29%
CC
968
Cipher Capital
New York
$1.66M +$1.66M +14,189 New
GIP
969
Granite Investment Partners
California
$1.65M -$296K -2,530 -15%
RG
970
Rikoon Group
New Mexico
$1.64M -$14.2K -121 -0.9%
EI
971
Ethic Inc
New York
$1.64M +$260K +2,220 +19%
RC
972
Roundview Capital
New Jersey
$1.63M -$96.9K -827 -6%
AF
973
Arrow Financial
New York
$1.63M -$3.51K -30 -0.2%
CSIC
974
Clifford Swan Investment Counsel
California
$1.63M +$2.93K +25 +0.2%
CA
975
Clearstead Advisors
Ohio
$1.63M +$135K +1,155 +9%
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