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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 %
CGL
1226
Clarius Group LLC
Washington
$253K -$34.9K -354 -12%
FHC
1227
First Heartland Consultants
Missouri
$253K +$253K +2,570 New
MC
1228
Miles Capital
Iowa
$252K -$136K -1,381 -35%
BJL
1229
Brighton Jones LLC
Washington
$250K – – –
IWP
1230
Icon Wealth Partners
Texas
$249K +$49.6K +504 +25%
SC
1231
Searle & Co
Connecticut
$248K – – –
1IA
1232
1834 Investment Advisors
Wisconsin
$247K -$33.6K -341 -12%
PFM
1233
Parsec Financial Management
North Carolina
$247K – – –
TCM
1234
Teza Capital Management
Illinois
$247K +$247K +2,513 New
EFSCE
1235
Enterprise Financial Services Corp (EFSC)
Missouri
$244K +$7.18K +73 +3%
BHIA
1236
Birch Hill Investment Advisors
Massachusetts
$244K +$244K +2,485 New
EWM
1237
Evermay Wealth Management
Virginia
$243K – – –
JFA
1238
JNBA Financial Advisors
Minnesota
$241K -$4.08M -41,447 -94%
AOWM
1239
Alpha Omega Wealth Management
Virginia
$241K -$3.25K -33 -1%
CPIG
1240
Chicago Partners Investment Group
Illinois
$241K – – –
GRP
1241
Global Retirement Partners
California
$241K +$6.8K +69 +3%
SGCA
1242
Steel Grove Capital Advisors
Tennessee
$240K – – –
RPC
1243
Rossmore Private Capital
Connecticut
$240K +$4.92K +50 +2%
MFW
1244
Meristem Family Wealth
Minnesota
$240K +$9.83K +100 +4%
DIM
1245
DC Investments Management
Virginia
$240K +$240K +2,436 New
SMFS
1246
Squar Milner Financial Services
California
$239K -$3.05K -31 -1%
LCP
1247
Legacy Capital Partners
Wisconsin
$238K +$5.69K +58 +2%
WPC
1248
White Pine Capital
Minnesota
$237K – – –
PBO
1249
Peoples Bank (Ohio)
Ohio
$236K -$14.8K -150 -6%
FM
1250
Foster & Motley
Ohio
$236K -$5.21K -53 -2%
48 49
50
51 52