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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 %
JWCA
1326
J.W. Cole Advisors
Florida
$683K +$11.8K +100 +2%
CPO
1327
Cerity Partners OCIO
New York
$681K +$72.1K +610 +12%
QCG
1328
Quadrant Capital Group
Ohio
$680K +$118K +1,000 +21%
BWM
1329
Biltmore Wealth Management
Arizona
$680K +$680K +5,757 New
FMBTD
1330
First Midwest Bank Trust Division
Illinois
$679K -$109K -922 -14%
PCM
1331
Pointe Capital Management
Michigan
$678K +$14.2K +120 +2%
WI
1332
Wintrust Investments
Illinois
$678K +$678K +5,743 New
TWM
1333
TriaGen Wealth Management
California
$672K -$8.5K -72 -1%
BDFN
1334
Bond & Devick Financial Network
Minnesota
$672K – – –
CCM
1335
Cribstone Capital Management
Maine
$666K +$10.3K +87 +2%
PCS
1336
Personal CFO Solutions
New Jersey
$665K +$94K +795 +16%
TNA
1337
True North Advisors
Texas
$664K – – –
CP
1338
Covenant Partners
Tennessee
$662K -$347K -2,934 -34%
TFS
1339
TrustCore Financial Services
Tennessee
$658K +$104K +880 +19%
JWM
1340
Jupiter Wealth Management
Colorado
$657K – – –
BOH
1341
Bank of Hawaii
Hawaii
$657K +$208K +1,765 +46%
FC
1342
Fulcrum Capital
Washington
$656K -$55.6K -471 -8%
BI
1343
Ballast Inc
Kentucky
$651K +$129K +1,089 +25%
LSV Asset Management
1344
LSV Asset Management
Illinois
$649K -$791K -6,700 -55%
MWA
1345
Meridian Wealth Advisors
Texas
$648K -$205K -1,734 -24%
CFA
1346
Cahill Financial Advisors
Minnesota
$647K +$355 +3 +0.1%
MBT
1347
Montecito Bank & Trust
California
$645K -$140K -1,184 -18%
LIM
1348
Leavell Investment Management
Alabama
$645K -$17.4K -147 -3%
WP
1349
WealthShield Partners
North Carolina
$643K -$47K -398 -7%
IWMA
1350
Ironwood Wealth Management (Arizona)
Arizona
$641K +$641K +5,427 New
52 53
54
55 56