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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 %
CPO
1351
Cerity Partners OCIO
New York
$603K +$26.5K +226 +5%
WA
1352
WBH Advisory
Maryland
$602K +$61.3K +514 +11%
LC
1353
Lindbrook Capital
California
$601K +$820 +7 +0.1%
OC
1354
Oakworth Capital
Alabama
$597K -$11.1K -95 -2%
FPF
1355
First Pacific Financial
Washington
$596K +$596K +5,086 New
SLWA
1356
San Luis Wealth Advisors
California
$592K +$592K +5,056 New
HFM
1357
Hartford Financial Management
Connecticut
$591K – – –
BFM
1358
Boston Financial Management
Massachusetts
$588K -$23.4K -200 -4%
PFSC
1359
Peoples Financial Services Corp
Pennsylvania
$586K – – –
JWM
1360
Jupiter Wealth Management
Colorado
$586K – – –
1W
1361
1776 Wealth
Georgia
$586K +$7.85K +67 +1%
IF
1362
Intrua Financial
Texas
$582K -$6.91K -59 -1%
TF
1363
TLWM Financial
Texas
$582K +$5.63K +48 +1%
BWP
1364
BSW Wealth Partners
Colorado
$577K +$87.5K +746 +18%
TNB
1365
Thomasville National Bank
Georgia
$576K +$1.29K +11 +0.2%
RI
1366
Ridgewood Investments
New Jersey
$574K – – –
BRWM
1367
B. Riley Wealth Management
Tennessee
$573K -$24.4K -208 -4%
CA
1368
Cornerstone Advisory
Maryland
$573K -$14K -120 -2%
ZCA
1369
Zeke Capital Advisors
Pennsylvania
$570K -$186K -1,583 -25%
GDP
1370
Great Diamond Partners
Maine
$570K -$83.1K -710 -13%
LSAG
1371
Lake Street Advisors Group
New Hampshire
$570K -$55.3K -472 -9%
W
1372
WealthStone
Ohio
$569K -$38.3K -327 -6%
BB
1373
Bell Bank
North Dakota
$568K +$100K +854 +21%
PCS
1374
Personal CFO Solutions
New Jersey
$566K -$24K -205 -4%
LFA
1375
Legacy Financial Advisors
Kentucky
$564K -$14.9K -127 -3%
53 54
55
56 57