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Medtronic
MDT

Overview Fund Activity

993 hedge funds and large institutions have $41.7B invested in Medtronic in 2013 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 351 increasing their positions, 419 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
+13
Holders Change %
+1.33%
% of All Funds
32.21%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
1.07%
New
70
Increased
351
Reduced
419
Closed
48
Calls
$262M
Puts
$239M
Net Calls
+$23M
Net Calls Change
-$114M

Top Buyers

1
BA
BlackRock Advisors
Delaware
$459M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$117M
3
O
OppenheimerFunds
New York
$196M
4
AllianceBernstein
AllianceBernstein
Tennessee
$449M
5
EAM
Edge Asset Management
Washington
$126M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$24M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1B
3
LCS
Levin Capital Strategies
New York
$67.4M
4
NI
Numeric Investors
Massachusetts
$6.92M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
976
Victory Capital Management
Texas
$13K +$13K +252 New
JIR
977
James Investment Research
Ohio
$11K – – –
ST
978
SpiderRock Trading
Illinois
$11K -$6K – –
TCCM
979
Timber Creek Capital Management
Massachusetts
$11K +$11K +220 New
PFP
980
Pinnacle Financial Partners
Tennessee
$10K – – –
TF
981
Tompkins Financial
New York
$10K +$2.15K +41 +27%
Carson Wealth (CWM LLC)
982
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +160 New
FWM
983
Focused Wealth Management
New York
$9K +$9K +166 New
PCM
984
Prelude Capital Management
New York
$7K +$7K +140 New
HCM
985
Horrell Capital Management
Arkansas
$5K – – –
CAW
986
Cornerstone Advisors (Washington)
Washington
$5K – – –
JEW
987
Jamison Eaton & Wood
New Jersey
$5K +$5K +100 New
LFG
988
LifePlan Financial Group
Ohio
$4K – – –
QAM
989
QCI Asset Management
New York
$4K +$2.86K +50 +250%
BOK
990
Bank of Kentucky
Kentucky
$4K +$4K +70 New
NYLT
991
New York Life Trust
New York
$2K -$6.31K -123 -76%
MIM
992
Macroview Investment Management
Maryland
$2K – – –
EFS
993
Essex Financial Services
Connecticut
$787 +$166 +3,125 +27%
UB
994
UMB Bank
Missouri
$390 +$14 +270 +4%
CPS
995
Counsel Portfolio Services
Ontario, Canada
$309 +$64 +1,200 +26%
CC
996
Carlson Capital
Texas
– -$25.4M -494,220 Closed
DSA
997
Davis Selected Advisers
Arizona
– -$18.2M -352,932 Closed
NMERB
998
New Mexico Educational Retirement Board
New Mexico
– -$8.28M -160,833 Closed
HVIA
999
Hudson Valley Investment Advisors
New York
– -$6.65M -129,191 Closed
CAM
1000
Centre Asset Management
New York
– -$6.19M -120,260 Closed
38 39
40
41 42