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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 %
PWM
1176
Perigon Wealth Management
California
$314K +$48.5K +490 +18%
VCM
1177
Vigilant Capital Management
Maine
$308K -$7.58K -77 -2%
CL
1178
CIM LLC
New York
$305K +$12.3K +125 +4%
BWP
1179
BSW Wealth Partners
Colorado
$305K +$31.1K +316 +11%
LA
1180
Legacy Advisors
Pennsylvania
$305K +$193K +1,959 +172%
BAM
1181
Belpointe Asset Management
Nevada
$300K +$47.8K +486 +19%
BFA
1182
Bragg Financial Advisors
North Carolina
$297K – – –
BDWM
1183
Brewin Dolphin Wealth Management
Ireland
$295K – – –
GC
1184
Grace Capital
Massachusetts
$295K – – –
PCM
1185
Perkins Capital Management
Minnesota
$295K – – –
DHFB
1186
Dixon Hubard Feinour & Brown
Virginia
$295K – – –
AIM
1187
Avity Investment Management
Connecticut
$295K +$34.4K +350 +13%
F
1188
F3Logic
Minnesota
$294K +$294K +2,960 New
GP
1189
Girard Partners
Pennsylvania
$291K +$37K +377 +15%
PC
1190
Port Capital
Illinois
$287K – – –
PWLP
1191
Prio Wealth Limited Partnership
Massachusetts
$287K +$688 +7 +0.2%
CFSG
1192
Community Financial Services Group
Vermont
$287K +$3.94K +40 +1%
Credit Agricole
1193
Credit Agricole
France
$287K +$159K +1,613 +123%
AW
1194
ACG Wealth
Georgia
$285K +$493 +5 +0.2%
Walleye Capital
1195
Walleye Capital
New York
$285K +$285K +2,901 New
CPO
1196
Cerity Partners OCIO
New York
$283K – – –
CIAS
1197
Capital Investment Advisory Services
North Carolina
$281K +$281K +2,852 New
CAL
1198
Capital Advisors Ltd
Ohio
$278K +$278K +2,828 New
HH
1199
Hilltop Holdings
Texas
$277K +$17.6K +179 +7%
MA
1200
Mutual Advisors
Nebraska
$276K +$276K +2,803 New
46 47
48
49 50