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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 %
RCWMU
1051
Rothschild & Co Wealth Management (UK)
United Kingdom
$124K – – –
HI
1052
Hudock Inc
Pennsylvania
$114K +$247 +4 +0.2%
KPCM
1053
Kings Point Capital Management
New York
$112K -$1.24M -20,000 -92%
SFSIG
1054
San Francisco Sentry Investment Group
California
$112K -$33K -531 -23%
CCS
1055
Crosspoint Capital Strategies
California
$109K +$80.5K +1,300 +283%
NES
1056
New England Securities
New York
$108K +$123 +2 +0.1%
WRM
1057
Westport Resources Management
Connecticut
$105K -$30.9K -500 -23%
AC
1058
Alexandria Capital
Virginia
$105K +$11.4K +184 +12%
GSC
1059
Ground Swell Capital
South Carolina
$102K +$32.8K +530 +47%
JWA
1060
JFS Wealth Advisors
Pennsylvania
$100K – – –
CFA
1061
Carroll Financial Associates
North Carolina
$94K -$14.4K -210 -13%
BG
1062
Bollard Group
Massachusetts
$94K +$247 +4 +0.3%
TF
1063
Tompkins Financial
New York
$79K -$1.55K -25 -2%
DA
1064
Dunvegan Associates
California
$75K – – –
BRWM
1065
B. Riley Wealth Management
Tennessee
$66K – – –
LWM
1066
LBA Wealth Management
Florida
$66K +$11.5K +186 +21%
FBT
1067
Founders Bank & Trust
Michigan
$64K – – –
JIC
1068
Joel Isaacson & Co
New York
$64K – – –
FNYS
1069
First New York Securities
New York
$62K +$62K +1,000 New
CFSG
1070
Community Financial Services Group
Vermont
$60K -$15.8K -255 -21%
ARMC
1071
American Research & Management Company
Massachusetts
$57K – – –
PCTC
1072
Perkins Coie Trust Company
Washington
$56K – – –
DLG
1073
Daniel L. Goodwin
$56K +$56K +900 New
M
1074
MOTCO
Texas
$55K +$8.54K +136 +18%
CAM
1075
ClariVest Asset Management
California
$51K -$61.3K -998 -55%
41 42
43
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