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Medtronic
MDT

Overview Fund Activity

1,134 hedge funds and large institutions have $53.3B invested in Medtronic in 2014 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 387 increasing their positions, 470 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,134
Holders Change
+25
Holders Change %
+2.25%
% of All Funds
32.93%
Holding in Top 10
50
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.41%
% of All Funds
1.45%
New
96
Increased
387
Reduced
470
Closed
63
Calls
$720M
Puts
$352M
Net Calls
+$368M
Net Calls Change
+$194M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$631M
2
IC
Institutional Capital
Illinois
+$382M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$357M
4
WRF
Waddell & Reed Financial
Kansas
+$261M
5
Ameriprise
Ameriprise
Minnesota
+$175M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$493M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$308M
3
SC
Sculptor Capital
New York
-$224M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1026
Halsey Associates
Connecticut
$211K – – –
BST
1027
Bath Savings Trust
Maine
$210K -$19.2K -310 -8%
CM
1028
Castleark Management
Illinois
$209K – – –
AIC
1029
Atlantic Investment Company
Georgia
$207K -$208K -3,260 Closed
AW
1030
Alpha Windward
Massachusetts
$206K -$13.8K -223 -6%
SGAM
1031
Steinberg Global Asset Management
Florida
$206K – – –
HF
1032
Hoxton Financial
West Virginia
$206K – – –
DWA
1033
Douglass Winthrop Advisors
New York
$206K +$4.65K +75 +2%
BSW
1034
Buckingham Strategic Wealth
Missouri
$202K +$202K +3,255 New
CP
1035
Camelot Portfolios
Ohio
$201K -$225K -3,635 -53%
CFA
1036
Camarda Financial Advisors
Florida
$191K +$55.3K +891 +41%
RI
1037
Redwood Investments
Massachusetts
$172K – – –
SFPIA
1038
Stevens First Principles Investment Advisors
California
$172K – – –
DIA
1039
Davidson Investment Advisors
Montana
$171K +$75.4K +1,308 +79%
CL
1040
CFS LLC
Oklahoma
$171K +$171K +2,753 New
FCE
1041
Fiera Capital (Europe)
Cayman Islands
$169K – – –
SF
1042
Synovus Financial
Georgia
$167K +$67.4K +1,097 +68%
VIM
1043
Veritas Investment Management
United Kingdom
$165K -$61.8K -1,000 -27%
RFA
1044
Reilly Financial Advisors
California
$163K – – –
SCA
1045
Strategic Capital Alternatives
United States
$159K +$159K +2,570 New
FI
1046
FCM Investments
Texas
$142K -$4.23M -68,440 -97%
BKBG
1047
BHF Kleinwort Benson Group
Belgium
$142K – – –
TCM
1048
Tradewinds Capital Management
Washington
$139K – – –
FNBSF
1049
First National Bank Sioux Falls
South Dakota
$133K – – –
OSNBOA
1050
Old Second National Bank of Aurora
Illinois
$131K – – –
40 41
42
43 44