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Medtronic
MDT

Overview Fund Activity

1,074 hedge funds and large institutions have $48.6B invested in Medtronic in 2014 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 445 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
31.04%
Holding in Top 10
44
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+33.33%
% of All Funds
1.27%
New
81
Increased
383
Reduced
445
Closed
64
Calls
$328M
Puts
$198M
Net Calls
+$130M
Net Calls Change
+$245M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$224M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$209M
3
Goldman Sachs
Goldman Sachs
New York
+$152M
4
Franklin Resources
Franklin Resources
California
+$152M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$74.1M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$193M
2
O
OppenheimerFunds
New York
-$176M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$148M
4
State Street
State Street
Massachusetts
-$127M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
1001
Bollard Group
Massachusetts
$93K +$307 +5 +0.3%
AC
1002
Alexandria Capital
Virginia
$93K +$9.02K +147 +11%
Victory Capital Management
1003
Victory Capital Management
Texas
$92K +$92K +1,490 New
HI
1004
Hudock Inc
Pennsylvania
$89K +$124 +2 +0.1%
CFA
1005
Carroll Financial Associates
North Carolina
$84K +$8.76K +142 +12%
CPP
1006
Crow Point Partners
Massachusetts
$81K +$81K +1,310 New
FBT
1007
Founders Bank & Trust
Michigan
$80K – – –
TF
1008
Tompkins Financial
New York
$80K +$10.2K +166 +15%
OSAM
1009
O'Shaughnessy Asset Management
Connecticut
$79K +$7.45K +121 +10%
DA
1010
Dunvegan Associates
California
$74K +$74K +1,210 New
CFSG
1011
Community Financial Services Group
Vermont
$72K +$72K +1,170 New
SF
1012
Synovus Financial
Georgia
$68K – – –
JIC
1013
Joel Isaacson & Co
New York
$63K – – –
CMBA
1014
C.M. Bidwell & Associates
Hawaii
$62K -$3.97K -65 -6%
CRCP
1015
Copper Rock Capital Partners
Massachusetts
$62K – – –
ARMC
1016
American Research & Management Company
Massachusetts
$57K – – –
PCTC
1017
Perkins Coie Trust Company
Washington
$55K +$24.4K +400 +80%
DLG
1018
Daniel L. Goodwin
$55K +$55K +900 New
WF
1019
WealthTrust Fairport
Ohio
$50K -$7.4K -120 -13%
ST
1020
Stifel Trust
Missouri
$50K – – –
LWM
1021
LBA Wealth Management
Florida
$49K – – –
AA
1022
Apriem Advisors
California
$49K – – –
BAM
1023
Barrett Asset Management
New York
$49K – – –
IMS
1024
Index Management Solutions
Pennsylvania
$48K -$24.5K -402 -34%
M
1025
MOTCO
Texas
$46K – – –
39 40
41
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