MDT icon

Medtronic
MDT

Overview Fund Activity

1,967 hedge funds and large institutions have $129B invested in Medtronic in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 873 increasing their positions, 723 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,967
Holders Change
+18
Holders Change %
+0.92%
% of All Funds
34.64%
Holding in Top 10
53
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-24.29%
% of All Funds
0.93%
New
126
Increased
873
Reduced
723
Closed
86
Calls
$777M
Puts
$704M
Net Calls
+$72.5M
Net Calls Change
+$206M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$640M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$323M
3
DZ Bank
DZ Bank
Germany
+$269M
4
FP
Financial Perspectives
Minnesota
+$231M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$224M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$522M
2
PG
Pendal Group
Australia
-$495M
3
VAM
Vontobel Asset Management
New York
-$473M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
5
State Street
State Street
Massachusetts
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1276
Weatherly Asset Management
California
$793K – – –
CFD
1277
Creative Financial Designs
Indiana
$793K +$342K +2,892 +76%
MRCM
1278
M&R Capital Management
New Jersey
$791K -$11.8K -100 -1%
OWP
1279
Obermeyer Wealth Partners
Colorado
$790K +$576K +4,877 +269%
AG
1280
AlphaSimPlex Group
Massachusetts
$785K – – –
MWM
1281
Mission Wealth Management
California
$785K +$38.1K +322 +5%
V
1282
VeraBank
Texas
$784K – – –
SW
1283
SteelPeak Wealth
California
$781K +$53.6K +454 +7%
UWM
1284
USAdvisors Wealth Management
Minnesota
$775K -$59.9K -507 -7%
DIP
1285
DT Investment Partners
Pennsylvania
$774K +$18.1K +153 +2%
TWA
1286
TCI Wealth Advisors
Arizona
$769K -$56.5K -478 -7%
NCM
1287
Northside Capital Management
Oregon
$769K – – –
Credit Agricole
1288
Credit Agricole
France
$766K +$264K +2,235 +53%
HFA
1289
Hoover Financial Advisors
Pennsylvania
$763K +$3.88K +31 +0.5%
LRIC
1290
Long Road Investment Counsel
Michigan
$756K – – –
PC
1291
Prairiewood Capital
North Dakota
$753K – – –
9WM
1292
9258 Wealth Management
Ohio
$753K +$124K +1,048 +20%
ABC
1293
Associated Banc-Corp
Wisconsin
$747K -$25.3K -281 -3%
IFAM
1294
Institutional & Family Asset Management
Colorado
$746K – – –
FQ
1295
First Quadrant
California
$744K – – –
BCM
1296
Bluefin Capital Management
New York
$742K -$1.26M -10,675 -63%
CFG
1297
Citizens Financial Group
Rhode Island
$742K +$202K +1,710 +37%
NSIM
1298
North Star Investment Management
Illinois
$740K – – –
AP
1299
Americana Partners
Texas
$739K +$43.8K +371 +6%
ED
1300
Exane Derivatives
France
$734K -$95K -804 -11%
50 51
52
53 54