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Medtronic
MDT

Overview Fund Activity

1,237 hedge funds and large institutions have $86.3B invested in Medtronic in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 458 increasing their positions, 527 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,237
Holders Change
-12
Holders Change %
-0.96%
% of All Funds
33.01%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
1.79%
New
93
Increased
458
Reduced
527
Closed
90
Calls
$408M
Puts
$496M
Net Calls
-$87.8M
Net Calls Change
-$192M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$549M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$334M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$303M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$283M
5
MNA
Manning & Napier Advisors
New York
+$208M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$378M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$354M
4
SIG
Senator Investment Group
New York
-$308M
5
WRF
Waddell & Reed Financial
Kansas
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
1201
Pinkerton Retirement Specialists
Idaho
$17K +$17K +224 New
JIR
1202
James Investment Research
Ohio
$16K – – –
PWM
1203
Perigon Wealth Management
California
$16K – – –
CFA
1204
CT Financial Advisors
Pennsylvania
$15K – – –
AWMS
1205
Advocacy Wealth Management Services
Georgia
$15K +$437 +6 +3%
MWM
1206
MinichMacGregor Wealth Management
New York
$15K +$1.36K +19 +10%
NSIM
1207
North Star Investment Management
Illinois
$14K -$1.73K -23 -11%
CA
1208
CapWealth Advisors
Tennessee
$14K – – –
HCM
1209
Horrell Capital Management
Arkansas
$14K +$7K +100 +100%
PFG
1210
Piershale Financial Group
Illinois
$13K – – –
ACM
1211
Armbruster Capital Management
New York
$13K +$13K +170 New
HR
1212
Howe & Rusling
New York
$11K -$102K -1,294 -90%
DPA
1213
Delphi Private Advisors
California
$11K -$5.99K -79 -35%
VNA
1214
Valley National Advisers
Pennsylvania
$11K +$79 +1 +0.7%
MIM
1215
Marco Investment Management
Georgia
$10.6K -$82 -1,100 -0.8%
NC
1216
NewSquare Capital
Pennsylvania
$10K +$8.48K +117 +557%
ADL
1217
Asset Dedication LLC
California
$9K -$105K -1,449 -92%
AA
1218
AlphaMark Advisors
Kentucky
$8K – – –
PHK
1219
Point72 Hong Kong
Hong Kong
$8K – – –
BWA
1220
Burt Wealth Advisors
Maryland
$8K – – –
CWM
1221
Catamount Wealth Management
Connecticut
$8K – – –
MCM
1222
Manchester Capital Management
Vermont
$7K -$59.7K -810 -90%
LWA
1223
Lenox Wealth Advisors
New York
$7K -$6.84K -88 -49%
PSC
1224
Prentiss Smith & Co
Vermont
$7K – – –
BGIM
1225
Brandywine Global Investment Management
Pennsylvania
$6K -$5.38K -61 -47%
47 48
49
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