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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 %
PHS
1151
Pekin Hardy Strauss
Illinois
$802K +$34K +300 +4%
LKIM
1152
Lawson Kroeker Investment Management
Nebraska
$791K -$190K -1,675 -19%
LSAG
1153
Lake Street Advisors Group
New Hampshire
$789K -$4.88K -43 -0.6%
PWM
1154
PRW Wealth Management
Massachusetts
$786K – – –
PP
1155
Parplus Partners
New York
$785K +$785K +6,921 New
PWPS
1156
Pinnacle Wealth Planning Services
Ohio
$783K +$28.3K +250 +4%
PIMG
1157
Patriot Investment Management Group
Tennessee
$781K +$155K +1,369 +25%
APP
1158
Avantax Planning Partners
Iowa
$780K -$23K -203 -3%
AI
1159
Accredited Investors
Minnesota
$779K +$83.5K +736 +12%
BWAM
1160
Boyd Watterson Asset Management
Ohio
$776K -$29.5K -260 -4%
FNBOSM
1161
First National Bank of South Miami
Florida
$775K -$310K -2,732 -29%
V
1162
VeraBank
Texas
$775K – – –
CFG
1163
Citizens Financial Group
Rhode Island
$769K +$95.4K +841 +14%
WAM
1164
Weatherly Asset Management
California
$763K -$36.9K -325 -5%
EP
1165
Eudaimonia Partners
Tennessee
$763K +$763K +6,724 New
JAM
1166
Jupiter Asset Management
United Kingdom
$762K +$31.7K +279 +4%
BAC
1167
Boys Arnold & Co
North Carolina
$760K +$70.5K +621 +10%
TFA
1168
Teamwork Financial Advisors
Texas
$759K +$759K +6,691 New
RP
1169
Riverbridge Partners
Minnesota
$756K – – –
PNAA
1170
Pictet North America Advisors
Switzerland
$756K +$756K +6,666 New
CCP
1171
Cardan Capital Partners
Colorado
$755K +$7.15K +63 +1%
LIM
1172
Loudon Investment Management
New Hampshire
$753K – – –
HB
1173
Homrich & Berg
Georgia
$749K -$5.9K -52 -0.8%
FCCM
1174
First City Capital Management
Georgia
$749K – – –
GCM
1175
Galibier Capital Management
Ontario, Canada
$748K -$518K -4,560 -41%
45 46
47
48 49