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Medtronic
MDT

Overview Fund Activity

1,949 hedge funds and large institutions have $128B invested in Medtronic in 2020 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 828 increasing their positions, 651 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,949
Holders Change
+145
Holders Change %
+8.04%
% of All Funds
34.58%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.24%
New
253
Increased
828
Reduced
651
Closed
85
Calls
$878M
Puts
$1.01B
Net Calls
-$134M
Net Calls Change
-$151M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$317M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$300M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$179M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$677M
2
BlackRock
BlackRock
New York
-$593M
3
Artisan Partners
Artisan Partners
Wisconsin
-$528M
4
State Street
State Street
Massachusetts
-$242M
5
LP
Longview Partners
Guernsey
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1276
Magnus Financial Group
New York
$734K -$4.33K -37 -0.6%
NSIM
1277
North Star Investment Management
Illinois
$734K +$7.74K +66 +1%
WP
1278
WealthSource Partners
California
$731K -$218K -1,861 -23%
Fiera Capital (Canada)
1279
Fiera Capital (Canada)
Quebec, Canada
$731K +$5.85K +50 +0.8%
AIP
1280
Almanack Investment Partners
Pennsylvania
$731K +$57.2K +486 +8%
MIM
1281
Martin Investment Management
Florida
$730K +$234 +2 +0%
ICP
1282
Interchange Capital Partners
Pennsylvania
$730K +$730K +6,238 New
GSEP
1283
Golden State Equity Partners
California
$729K +$729K +6,227 New
LOPW
1284
Live Oak Private Wealth
North Carolina
$727K +$116K +986 +19%
OCG
1285
Opus Capital Group
Ohio
$726K – – –
ACM
1286
AlphaStar Capital Management
North Carolina
$725K +$725K +6,207 New
ECM
1287
Evergreen Capital Management
Washington
$724K +$27.8K +237 +4%
SN
1288
Sittner & Nelson
Oregon
$723K +$723K +6,173 New
DA
1289
Doliver Advisors
Texas
$722K +$81K +691 +13%
SW
1290
SteelPeak Wealth
California
$722K +$722K +6,161 New
LPT
1291
Legacy Private Trust
Wisconsin
$716K +$407K +3,476 +132%
FPWM
1292
FSB Premier Wealth Management
Iowa
$715K +$715K +6,111 New
HFA
1293
Hoover Financial Advisors
Pennsylvania
$714K +$20.1K +171 +3%
CSPIA
1294
Cary Street Partners Investment Advisory
Virginia
$710K +$438K +3,733 +161%
MMPW
1295
Mitchell McLeod Pugh & Williams
Alabama
$707K – – –
RP
1296
Riverbridge Partners
Minnesota
$706K – – –
FC
1297
Fulcrum Capital
Washington
$706K +$46.7K +399 +7%
MSFP
1298
Mark Sheptoff Financial Planning
Connecticut
$705K +$23.4K +200 +3%
HCM
1299
Hollencrest Capital Management
California
$704K – – –
PFGIA
1300
Patriot Financial Group Insurance Agency
Massachusetts
$704K +$93.4K +797 +15%
50 51
52
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