MDT icon

Medtronic
MDT

Overview Fund Activity

1,815 hedge funds and large institutions have $126B invested in Medtronic in 2019 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 744 increasing their positions, 601 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+175
Holders Change %
+10.67%
% of All Funds
35.84%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.8%
New
243
Increased
744
Reduced
601
Closed
49
Calls
$893M
Puts
$880M
Net Calls
+$13.4M
Net Calls Change
-$84.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$527M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$495M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$292M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M
5
Ameriprise
Ameriprise
Minnesota
+$231M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$672M
2
Artisan Partners
Artisan Partners
Wisconsin
-$578M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$402M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1076
Wealthspire Advisors (Maryland)
Maryland
$965K -$86.1K -759 -8%
SRC
1077
Shufro Rose & Co
New York
$963K -$22.7K -200 -2%
IWM
1078
IHT Wealth Management
Illinois
$961K +$62.5K +551 +7%
NG
1079
NatWest Group
United Kingdom
$961K +$961K +8,467 New
LRPA
1080
L. Roy Papp & Associates
Arizona
$960K +$22.3K +197 +2%
LTI
1081
Laffer Tengler Investments
Tennessee
$958K +$953K +8,399 +17,870%
JWBC
1082
J.W. Burns & Co
New York
$958K +$1.25K +11 +0.1%
GRP
1083
Global Retirement Partners
California
$955K +$15.7K +138 +2%
RCM
1084
Radnor Capital Management
Pennsylvania
$944K – – –
CGL
1085
Clarius Group LLC
Washington
$941K -$68.2K -581 -7%
MCWS
1086
McKinley Carter Wealth Services
West Virginia
$936K +$71.5K +630 +8%
LFS
1087
Legacy Financial Strategies
Kansas
$932K +$66.1K +583 +8%
RCA
1088
Rowland Carmichael Advisors
Arizona
$931K +$6.47K +57 +0.7%
LJAC
1089
L.J. Altfest & Co
New York
$930K -$28.2K -249 -3%
IAN
1090
Integrated Advisors Network
Texas
$930K +$930K +8,201 New
RTS
1091
Round Table Services
New Jersey
$929K +$37.6K +331 +4%
TC
1092
TownSquare Capital
Utah
$927K -$150K -1,324 -14%
SVWAG
1093
Sound View Wealth Advisors Group
Georgia
$922K -$42.4K -374 -4%
OCG
1094
Opus Capital Group
Ohio
$919K +$4.76K +42 +0.5%
BBA
1095
BLB&B Advisors
Pennsylvania
$918K -$31.3K -276 -3%
SMC
1096
Smith, Moore & Co
Missouri
$916K -$68.2K -601 -7%
BHWM
1097
Bar Harbor Wealth Management
New Hampshire
$913K -$157K -1,385 -15%
PCG
1098
Private Capital Group
Connecticut
$913K -$78.2K -686 -8%
PL
1099
Perpetual Ltd
Australia
$908K – – –
TWI
1100
Thomas White International
Illinois
$899K -$6.46K -57 -0.7%
42 43
44
45 46