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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 %
IAS
1101
Investment Advisory Services
Texas
$896K +$896K +7,900 New
FMLI
1102
Fukoku Mutual Life Insurance
Japan
$894K +$174K +1,530 +24%
TT
1103
TI-Trust
Illinois
$892K +$892K +7,867 New
SGI
1104
Summit Global Investments
Utah
$889K +$56.4K +497 +7%
JCM
1105
Jacobi Capital Management
Pennsylvania
$887K +$73K +625 +9%
HA
1106
Harfst & Associates
Wyoming
$886K +$27K +238 +3%
AF
1107
Affiance Financial
Minnesota
$884K -$31.9K -281 -3%
CC
1108
Cognios Capital
Kansas
$880K – – –
ST
1109
Smithfield Trust
Pennsylvania
$879K -$12.4K -109 -1%
SMFS
1110
Squar Milner Financial Services
California
$878K +$11K +97 +1%
SWM
1111
Segment Wealth Management
Texas
$877K +$422K +3,720 +93%
MMHP
1112
Murphy Middleton Hinkle & Parker
Georgia
$876K – – –
HSA
1113
HBK Sorce Advisory
Pennsylvania
$875K +$307K +2,708 +54%
CB
1114
Community Bank
New York
$870K – – –
NHC
1115
Nicholas Hoffman & Company
Georgia
$867K -$10.1K -89 -1%
CPIA
1116
Cornell Pochily Investment Advisors
New York
$865K -$22.2K -196 -3%
MWM
1117
Madison Wealth Management
Ohio
$865K +$865K +7,624 New
GSBTD
1118
Glenview State Bank Trust Department
Illinois
$862K -$113K -1,000 -12%
MTC
1119
McDaniel Terry & Co
Texas
$859K – – –
BCA
1120
Bay Colony Advisors
Massachusetts
$855K -$4.85K -40 -0.6%
AOWM
1121
Alpha Omega Wealth Management
Virginia
$853K -$34K -300 -4%
BWL
1122
Bogart Wealth LLC
Virginia
$853K +$33.5K +295 +4%
BOS
1123
Bank of Stockton
California
$852K -$52.8K -466 -6%
TPWA
1124
TRUE Private Wealth Advisors
Oregon
$850K +$273K +2,393 +47%
SP
1125
Symmetry Partners
Connecticut
$849K -$190K -1,677 -18%
43 44
45
46 47