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Medtronic
MDT

Overview Fund Activity

1,287 hedge funds and large institutions have $87.3B invested in Medtronic in 2017 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 528 increasing their positions, 473 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+11
Holders Change %
+0.86%
% of All Funds
32.13%
Holding in Top 10
39
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-38.1%
% of All Funds
0.97%
New
113
Increased
528
Reduced
473
Closed
93
Calls
$264M
Puts
$561M
Net Calls
-$297M
Net Calls Change
-$193M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$600M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$580M
3
Renaissance Technologies
Renaissance Technologies
New York
+$464M
4
Bank of America
Bank of America
North Carolina
+$333M
5
Lazard Asset Management
Lazard Asset Management
New York
+$264M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.17B
2
Capital World Investors
Capital World Investors
California
-$664M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$242M
4
Capital International Investors
Capital International Investors
California
-$223M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
1226
Simon Quick Advisors
New Jersey
$47K +$47K +600 New
BWL
1227
Bogart Wealth LLC
Virginia
$45K +$45K +581 New
RFWA
1228
RPg Family Wealth Advisory
Massachusetts
$42.5K +$26.4K +340 +165%
CAL
1229
Capital Analysts LLC
Pennsylvania
$42K +$77 +1 +0.2%
M
1230
MOTCO
Texas
$40K -$57K -728 -59%
CM
1231
Castleark Management
Illinois
$37K -$10.1M -130,991 -100%
RFA
1232
Reilly Financial Advisors
California
$34K -$12K -154 -26%
FCFS
1233
First Command Financial Services
Texas
$32K +$8.95K +113 +39%
FCB
1234
First Command Bank
Texas
$32K +$8.95K +113 +39%
FA
1235
Fortis Advisors
Pennsylvania
$32K +$16.3K +208 +104%
ACM
1236
AUA Capital Management
Pennsylvania
$31K – – –
SNT
1237
Security National Trust
West Virginia
$29K -$11.5K -150 -28%
GAM
1238
Gemmer Asset Management
California
$29K +$1.24K +16 +4%
GBT
1239
Grove Bank & Trust
Florida
$28K -$22.4K -286 -44%
JAM
1240
Jolley Asset Management
North Carolina
$27K – – –
TCM
1241
Tradewinds Capital Management
Washington
$27K – – –
FMTCOCP
1242
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26.9K -$133K -1,712 -83%
FWM
1243
Focused Wealth Management
New York
$25K – – –
NCM
1244
Nelson Capital Management
California
$24K -$15.7K -200 -40%
TC
1245
Trust Company
Kansas
$23K -$11.7K -150 -34%
BC
1246
Barnett & Company
Tennessee
$23K – – –
TCM
1247
Tributary Capital Management
Nebraska
$23K +$23K +300 New
JWA
1248
JFS Wealth Advisors
Pennsylvania
$22K -$3.06K -39 -12%
MUS
1249
Mitsubishi UFJ Securities
Japan
$20K – – –
WAS
1250
Winch Advisory Services
Wisconsin
$20K +$78 +1 +0.4%
48 49
50
51 52