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Medtronic
MDT

Overview Fund Activity

1,404 hedge funds and large institutions have $89.3B invested in Medtronic in 2017 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 517 increasing their positions, 527 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,404
Holders Change
+117
Holders Change %
+9.09%
% of All Funds
31.89%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.98%
New
213
Increased
517
Reduced
527
Closed
84
Calls
$431M
Puts
$648M
Net Calls
-$217M
Net Calls Change
+$80.3M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$496M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$485M
3
BlackRock
BlackRock
New York
+$459M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$226M
5
Goldman Sachs
Goldman Sachs
New York
+$183M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.7B
2
Bank of America
Bank of America
North Carolina
-$456M
3
Renaissance Technologies
Renaissance Technologies
New York
-$401M
4
Capital World Investors
Capital World Investors
California
-$390M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1026
Rational Advisors
New York
$436K +$347K +4,300 +391%
YWP
1027
YorkBridge Wealth Partners
New York
$435K -$81K -994 -16%
OAJ
1028
Ogorek Anthony Joseph
New York
$433K -$228K -2,829 -35%
HH
1029
Hilltop Holdings
Texas
$433K +$433K +5,358 New
FHA
1030
Flagship Harbor Advisors
Massachusetts
$431K +$41.2K +484 +11%
LWS
1031
Lucia Wealth Services
California
$431K +$431K +5,336 New
WB
1032
Webster Bank
Connecticut
$430K -$16.2K -200 -4%
HSA
1033
HBK Sorce Advisory
Pennsylvania
$429K +$155K +1,923 +57%
VFPI
1034
Vantage Financial Partners (Illinois)
Illinois
$425K +$425K +5,300 New
FPA
1035
First Pacific Advisors
California
$424K +$424K +5,250 New
TFO
1036
Tarbox Family Office
California
$422K +$1.21K +15 +0.3%
LJHT
1037
Laurie J. Hall Trustee
$416K – – –
MIFH
1038
Migdal Insurance & Financial Holdings
Israel
$414K +$414K +5,127 New
JFGLC
1039
Johnson Financial Group LLC (Colorado)
Colorado
$413K +$129K +1,592 +45%
CBTWT
1040
Community Bank & Trust (Waco, Texas)
Texas
$412K +$412K +5,107 New
LIM
1041
Leavell Investment Management
Alabama
$411K -$32.3K -400 -7%
WA
1042
WealthTrust-Arizona
Arizona
$411K -$5.41K -67 -1%
BOS
1043
Bank of Stockton
California
$411K +$65K +805 +19%
PIM
1044
Profit Investment Management
Maryland
$410K +$13.8K +171 +3%
BSW
1045
Buckingham Strategic Wealth
Missouri
$410K +$68.8K +852 +20%
AWM
1046
Altavista Wealth Management
North Carolina
$409K +$176K +2,178 +75%
SWM
1047
Segment Wealth Management
Texas
$408K -$83.1K -1,028 -17%
SAIG
1048
Semper Augustus Investments Group
Colorado
$404K – – –
AAP
1049
Ardsley Advisory Partners
Connecticut
$404K +$404K +5,000 New
NB
1050
Northwest Bancshares
Pennsylvania
$401K +$401K +4,971 New
40 41
42
43 44