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Medtronic
MDT

Overview Fund Activity

1,263 hedge funds and large institutions have $98B invested in Medtronic in 2016 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 390 increasing their positions, 596 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,263
Holders Change
+4
Holders Change %
+0.32%
% of All Funds
33.75%
Holding in Top 10
87
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-21.62%
% of All Funds
2.32%
New
81
Increased
390
Reduced
596
Closed
64
Calls
$367M
Puts
$775M
Net Calls
-$408M
Net Calls Change
-$169M

Top Buyers

1
State Street
State Street
Massachusetts
+$657M
2
Franklin Resources
Franklin Resources
California
+$148M
3
AIM
abrdn Investment Management
United Kingdom
+$115M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$115M
5
JHIU
Janus Henderson Investors US
Colorado
+$111M

Top Sellers

1
GE
General Electric
Ohio
-$518M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$178M
4
Harris Associates
Harris Associates
Illinois
-$144M
5
Artisan Partners
Artisan Partners
Wisconsin
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1226
Focused Wealth Management
New York
$21K – – –
HW
1227
Hedeker Wealth
Illinois
$20.7K -$164K -14,124 -89%
PWM
1228
Perigon Wealth Management
California
$19K – – –
JIR
1229
James Investment Research
Ohio
$19K – – –
MWM
1230
MinichMacGregor Wealth Management
New York
$19K – – –
PCM
1231
Penserra Capital Management
California
$19K +$7.6K +92 +67%
MUS
1232
Mitsubishi UFJ Securities
Japan
$18K – – –
BAM
1233
Barrett Asset Management
New York
$17K – – –
CA
1234
CapWealth Advisors
Tennessee
$17K – – –
WAS
1235
WESPAC Advisors SoCal
California
$16.6K +$2.33K +27 +16%
ADL
1236
Asset Dedication LLC
California
$15K – – –
PFG
1237
Piershale Financial Group
Illinois
$15K – – –
ECM
1238
Exchange Capital Management
Michigan
$13K – – –
FNBSF
1239
First National Bank Sioux Falls
South Dakota
$13K +$13K +150 New
VNA
1240
Valley National Advisers
Pennsylvania
$12K – – –
NSIM
1241
North Star Investment Management
Illinois
$12K – – –
HCM
1242
Herndon Capital Management
Georgia
$11K – – –
GS
1243
GAM Systematic
United Kingdom
$10K +$10K +111 New
AA
1244
AlphaMark Advisors
Kentucky
$9K – – –
CYG
1245
Clean Yield Group
Vermont
$9K – – –
BWA
1246
Burt Wealth Advisors
Maryland
$9K – – –
CWM
1247
Catamount Wealth Management
Connecticut
$9K – – –
NC
1248
NewSquare Capital
Pennsylvania
$9K +$5.08K +61 +130%
MCM
1249
Manchester Capital Management
Vermont
$8K – – –
EDRPMB
1250
Edmond de Rothschild Private Merchant Banking
United Kingdom
$7K +$7K +77 New
48 49
50
51 52