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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 %
S
1101
SignatureFD
Georgia
$26K – – –
GGPS
1102
Gary Goldberg Planning Services
New York
$26K +$123 +2 +0.5%
WIL
1103
Winifred I. Li
$25K – – –
BCI
1104
Brinker Capital Investments
Pennsylvania
$25K – – –
FMB
1105
Field & Main Bank
Kentucky
$22K – – –
PIA
1106
Peachtree Investment Advisors
Georgia
$22K +$22K +360 New
JAM
1107
Jolley Asset Management
North Carolina
$21K – – –
BWFA
1108
Baltimore-Washington Financial Advisors
Maryland
$19K – – –
DMK
1109
David M. Knott
$18.6K +$18.6K +300 New
MUMSS
1110
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K -$15K -250 -50%
GAM
1111
Gemmer Asset Management
California
$15K – – –
VIA
1112
Vantage Investment Advisors
Pennsylvania
$14K – – –
JIR
1113
James Investment Research
Ohio
$13K – – –
LWA
1114
Lenox Wealth Advisors
New York
$13K +$13K +209 New
WA
1115
Winfield Associates
Ohio
$12K – – –
OCM
1116
One Capital Management
California
$12K +$12K +200 New
PFP
1117
Pinnacle Financial Partners
Tennessee
$11K – – –
CPP
1118
Crow Point Partners
Massachusetts
$10K -$71.9K -1,150 -88%
FAM
1119
Formidable Asset Management
Ohio
$10K -$12.9K -181 -56%
KT
1120
Kanaly Trust
Texas
$10K – – –
NSIM
1121
North Star Investment Management
Illinois
$9K – – –
TDC
1122
Thompson Davis & Co
Virginia
$9K +$9K +146 New
IRS
1123
Invictus RG (Singapore)
Singapore
$8K -$152K -2,398 -95%
CAW
1124
Cornerstone Advisors (Washington)
Washington
$8K -$750 -12 -9%
WCM
1125
Wealthcare Capital Management
Virginia
$8K – – –
43 44
45
46 47