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Medtronic
MDT

Overview Fund Activity

1,480 hedge funds and large institutions have $109B invested in Medtronic in 2018 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 529 increasing their positions, 593 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+75
Holders Change %
+5.34%
% of All Funds
33.89%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.51%
New
144
Increased
529
Reduced
593
Closed
59
Calls
$679M
Puts
$739M
Net Calls
-$59.7M
Net Calls Change
-$316M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$738M
2
Boston Partners
Boston Partners
Massachusetts
+$404M
3
PG
Pendal Group
Australia
+$311M
4
State Street
State Street
Massachusetts
+$238M
5
AAMU
Amundi Asset Management US
Massachusetts
+$228M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$791M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$663M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$222M
4
Lazard Asset Management
Lazard Asset Management
New York
-$208M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1101
Avior Wealth Management
Nebraska
$424K – – –
CFA
1102
Cahill Financial Advisors
Minnesota
$421K +$295 +3 +0.1%
AC
1103
Abbrea Capital
California
$421K +$21.8K +220 +5%
BWM
1104
BigSur Wealth Management
Florida
$421K +$421K +4,260 New
TF
1105
Tompkins Financial
New York
$420K – – –
BW
1106
Bison Wealth
Georgia
$419K +$92K +934 +28%
CFG
1107
Citizens Financial Group
Rhode Island
$418K -$21.2K -215 -5%
HCM
1108
Hall Capital Management
Rhode Island
$415K +$41.8K +425 +11%
IR
1109
Invictus RG
Bermuda
$415K +$415K +4,218 New
EHWM
1110
Eads & Heald Wealth Management
Georgia
$414K -$23.1K -235 -5%
BP
1111
Ballentine Partners
Massachusetts
$414K -$13.4K -136 -3%
TL
1112
TrueWealth LLC
Georgia
$414K +$24.6K +250 +6%
SA
1113
Strategic Advisors
New York
$413K +$413K +4,199 New
PCM
1114
Perritt Capital Management
Illinois
$410K -$12.8K -130 -3%
YWP
1115
YorkBridge Wealth Partners
New York
$409K -$110K -1,106 -21%
LC
1116
LCNB Corp
Ohio
$409K +$83.2K +846 +26%
GCA
1117
Gideon Capital Advisors
New York
$409K +$409K +4,154 New
ECM
1118
Evergreen Capital Management
Washington
$408K -$3.31M -33,622 -89%
WP
1119
WMS Partners
Maryland
$405K -$1.18K -12 -0.3%
CA
1120
Calton & Associates
Florida
$404K -$98 -1 -0%
WPW
1121
Waldron Private Wealth
Pennsylvania
$401K +$30.3K +309 +8%
WA
1122
WBH Advisory
Maryland
$401K +$39.4K +401 +11%
LYV
1123
Live Your Vision
Pennsylvania
$397K – – –
Lido Advisors
1124
Lido Advisors
California
$396K +$113K +1,143 +40%
MFG
1125
Merit Financial Group
Georgia
$394K -$8.55K -87 -2%
43 44
45
46 47