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Medtronic
MDT

Overview Fund Activity

1,276 hedge funds and large institutions have $98.2B invested in Medtronic in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 465 increasing their positions, 541 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
31.86%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.57%
New
94
Increased
465
Reduced
541
Closed
83
Calls
$357M
Puts
$462M
Net Calls
-$104M
Net Calls Change
-$4.47M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$596M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$310M
3
BlackRock
BlackRock
New York
+$220M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$218M
5
Sanders Capital
Sanders Capital
Florida
+$180M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$924M
2
Capital World Investors
Capital World Investors
California
-$537M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$483M
4
Morgan Stanley
Morgan Stanley
New York
-$347M
5
Deutsche Bank
Deutsche Bank
Germany
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
1151
Omnia Family Wealth
Florida
$201K -$99.4K -1,122 -33%
RWP
1152
RWA Wealth Partners
Massachusetts
$201K +$201K +2,264 New
VHAM
1153
Van Hulzen Asset Management
California
$200K +$200K +2,252 New
LPIC
1154
LeJeune Puetz Investment Counsel
Michigan
$198K -$31.6K -355 -14%
HI
1155
Hudock Inc
Pennsylvania
$194K +$972 +11 +0.5%
SIC
1156
Salem Investment Counselors
North Carolina
$188K +$10.9K +123 +6%
FMTCOCP
1157
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$183K – – –
SFSIG
1158
San Francisco Sentry Investment Group
California
$181K +$181K +2,037 New
NSIM
1159
North Star Investment Management
Illinois
$177K +$1.95K +22 +1%
BC
1160
Bartlett & Co
Ohio
$170K – – –
HFM
1161
Hartford Financial Management
Connecticut
$170K +$170K +1,921 New
CBOA
1162
Commonwealth Bank of Australia
Australia
$164K -$13.9K -157 -8%
EWM
1163
Endurance Wealth Management
Rhode Island
$164K – – –
VIA
1164
Vantage Investment Advisors
Pennsylvania
$163K -$889 -10 -0.5%
OIA
1165
OneDigital Investment Advisors
Kansas
$163K +$163K +1,832 New
FANJ
1166
Financial Architects (New Jersey)
New Jersey
$162K -$37.2K -419 -19%
FCMT
1167
Founders Capital Management (Texas)
Texas
$154K -$75.2K -850 -33%
VCM
1168
Versant Capital Management
Arizona
$154K +$1.51K +17 +1%
PCP
1169
Proficio Capital Partners
Massachusetts
$154K +$3.57K +43 +2%
AIP
1170
Almanack Investment Partners
Pennsylvania
$154K +$154K +1,734 New
WHG
1171
Westwood Holdings Group
Texas
$151K +$151K +1,702 New
KTC
1172
Kistler-Tiffany Companies
Pennsylvania
$146K +$10.6K +119 +8%
HT
1173
Heritage Trust
Oklahoma
$135K -$347K -3,899 -72%
IP
1174
Intellectus Partners
California
$133K – – –
First Eagle Investment Management
1175
First Eagle Investment Management
New York
$127K – – –
45 46
47
48 49