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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 %
IWM
1126
IHT Wealth Management
Illinois
$394K +$9.25K +94 +2%
SSW
1127
Smith Shellnut Wilson
Mississippi
$394K +$394K +4,007 New
WSCM
1128
Wellington Shields Capital Management
New York
$388K – – –
MA
1129
MANA Advisors
New York
$384K +$69.4K +705 +22%
MCM
1130
Murphy Capital Management
New Jersey
$383K -$54K -550 -12%
CCFCSB
1131
Cape Cod Five Cents Savings Bank
Massachusetts
$382K -$10.3K -105 -3%
DP
1132
Dearborn Partners
Illinois
$378K +$378K +3,840 New
GLI
1133
Guardian Life Insurance
New York
$376K +$7.58K +77 +2%
Capstone Investment Advisors
1134
Capstone Investment Advisors
New York
$370K -$3.09M -31,410 -89%
JCM
1135
Janney Capital Management
Pennsylvania
$369K +$72.8K +740 +25%
ACI
1136
Alpha Cubed Investments
California
$369K +$369K +3,927 New
FCBT
1137
First Citizens Bank & Trust
North Carolina
$366K -$112K -1,144 -23%
BG
1138
Bollard Group
Massachusetts
$366K +$1.47K +15 +0.4%
CAS
1139
Cue Advisory Services
Arizona
$359K -$3.34K -34 -0.9%
SFG
1140
Summit Financial Group
West Virginia
$356K -$4.92K -50 -1%
PFA
1141
Pure Financial Advisors
California
$355K +$355K +3,606 New
LWCFA
1142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$353K -$33.2K -337 -9%
JGIA
1143
Jackson Grant Investment Advisers
Connecticut
$352K +$1.18K +12 +0.3%
AWM
1144
Aries Wealth Management
Maine
$347K – – –
AWE
1145
Avidian Wealth Enterprises
Texas
$346K -$1.52M -15,447 -81%
WIA
1146
Wealthstreet Investment Advisors
Texas
$345K – – –
KA
1147
Kovack Advisors
Florida
$345K +$66.8K +678 +24%
ACM
1148
Alethea Capital Management
Washington
$344K – – –
JA
1149
JVL Associates
Michigan
$344K – – –
DA
1150
Doliver Advisors
Texas
$344K +$984 +10 +0.3%
44 45
46
47 48