MDT icon

Medtronic
MDT

Overview Fund Activity

1,949 hedge funds and large institutions have $128B invested in Medtronic in 2020 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 828 increasing their positions, 651 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,949
Holders Change
+145
Holders Change %
+8.04%
% of All Funds
34.58%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.24%
New
253
Increased
828
Reduced
651
Closed
85
Calls
$878M
Puts
$1.01B
Net Calls
-$134M
Net Calls Change
-$151M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$317M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$300M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$179M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$677M
2
BlackRock
BlackRock
New York
-$593M
3
Artisan Partners
Artisan Partners
Wisconsin
-$528M
4
State Street
State Street
Massachusetts
-$242M
5
LP
Longview Partners
Guernsey
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
OF
1101
Outfitter Financial
Maine
$1.17M +$1.17M +9,995 New
SBL
1102
Sargent Bickham Lagudis
Colorado
$1.17M +$343K +2,930 +42%
MC
1103
Martin & Co
Tennessee
$1.17M -$7.61K -65 -0.6%
BA
1104
Ballast Advisors
Minnesota
$1.17M -$39.2K -335 -3%
RCM
1105
Radnor Capital Management
Pennsylvania
$1.16M – – –
WG
1106
Watchman Group
Texas
$1.16M -$62.1K -530 -5%
MWM
1107
Madison Wealth Management
Ohio
$1.15M +$53.5K +457 +5%
BWL
1108
Bogart Wealth LLC
Virginia
$1.14M +$122K +1,043 +12%
EHWM
1109
Eads & Heald Wealth Management
Georgia
$1.14M +$4.69K +40 +0.4%
LFS
1110
Legacy Financial Strategies
Kansas
$1.13M +$14.4K +123 +1%
SFA
1111
Sequoia Financial Advisors
Ohio
$1.13M +$356K +3,035 +46%
AF
1112
Allworth Financial
California
$1.13M -$59.1K -505 -5%
LHC
1113
Little House Capital
Massachusetts
$1.12M -$552K -4,712 -33%
SIP
1114
Stoneridge Investment Partners
Pennsylvania
$1.12M -$206K -1,761 -16%
RGC
1115
Roberts, Glore & Co
Illinois
$1.11M – – –
CFGS
1116
Concourse Financial Group Securities
Alabama
$1.11M +$191K +1,619 +21%
MWM
1117
Midwest Wealth Management
Indiana
$1.11M +$1.11M +9,503 New
DI
1118
Diligent Investors
California
$1.11M – – –
SRC
1119
Shufro Rose & Co
New York
$1.1M +$52.6K +449 +5%
B
1120
Barings
North Carolina
$1.1M -$818K -6,978 -43%
EWA
1121
Encompass Wealth Advisors
Oregon
$1.09M +$1.09M +9,298 New
JWCA
1122
J.W. Coons Advisors
Ohio
$1.09M +$24.5K +210 +2%
SFO
1123
Standard Family Office
South Dakota
$1.09M +$1.09M +9,270 New
OBGC
1124
O'Brien Greene & Co
Pennsylvania
$1.08M – – –
BFO
1125
Boston Family Office
Massachusetts
$1.08M +$101K +865 +10%
43 44
45
46 47