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Medtronic
MDT

Overview Fund Activity

1,815 hedge funds and large institutions have $126B invested in Medtronic in 2019 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 744 increasing their positions, 601 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+175
Holders Change %
+10.67%
% of All Funds
35.84%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.8%
New
243
Increased
744
Reduced
601
Closed
49
Calls
$893M
Puts
$880M
Net Calls
+$13.4M
Net Calls Change
-$84.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$527M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$495M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$292M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M
5
Ameriprise
Ameriprise
Minnesota
+$231M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$672M
2
Artisan Partners
Artisan Partners
Wisconsin
-$578M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$402M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
1251
Wealthspire Advisors (New York)
New York
$614K +$199K +1,754 +48%
RPC
1252
Rossmore Private Capital
Connecticut
$612K +$159K +1,402 +35%
AIC
1253
Archer Investment Corporation
Indiana
$611K +$557K +4,912 +1,038%
WSCM
1254
Wellington Shields Capital Management
New York
$608K – – –
HJIM
1255
Henry James International Management
New York
$605K -$36.1K -318 -6%
WJWM
1256
Williams Jones Wealth Management
New York
$603K +$3.06K +27 +0.5%
MSS
1257
Mitchell Sinkler & Starr
Pennsylvania
$602K +$148K +1,300 +32%
SRAM
1258
Stone Ridge Asset Management
New York
$601K – – –
NJBEST
1259
New Jersey Better Educational Savings Trust
New Jersey
$601K +$147K +1,300 +33%
AIP
1260
Almanack Investment Partners
Pennsylvania
$596K -$51.8K -454 -8%
WP
1261
WealthShield Partners
North Carolina
$592K +$190K +1,672 +47%
NB
1262
Northwest Bancshares
Pennsylvania
$587K – – –
C
1263
Certuity
Florida
$583K +$583K +5,139 New
BFA
1264
Brendel Financial Advisors
New Hampshire
$582K +$198K +1,749 +52%
MIC
1265
Meridian Investment Counsel
California
$581K – – –
ECM
1266
Evergreen Capital Management
Washington
$581K +$4.31K +38 +0.7%
MFG
1267
Menard Financial Group
Texas
$578K +$578K +5,096 New
JIM
1268
Jensen Investment Management
Oregon
$577K – – –
SW
1269
SlateStone Wealth
Florida
$577K +$577K +5,086 New
CFA
1270
Cahill Financial Advisors
Minnesota
$576K -$29K -255 -5%
SA
1271
Strategic Advisors
New York
$574K -$12.5K -110 -2%
TW
1272
Transform Wealth
Colorado
$573K -$28.1K -248 -5%
PJSIMP
1273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$570K – – –
TNB
1274
Thomasville National Bank
Georgia
$570K +$17.7K +156 +3%
CC
1275
Centiva Capital
New York
$570K +$570K +5,023 New
49 50
51
52 53