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 %
AWM
1351
Aevitas Wealth Management
Massachusetts
$640K +$2.01K +17 +0.3%
BW
1352
Bison Wealth
Georgia
$633K +$219K +1,857 +53%
WPW
1353
Waldron Private Wealth
Pennsylvania
$632K -$17.3K -146 -3%
EWM
1354
Evermay Wealth Management
Virginia
$632K -$12.5K -106 -2%
RI
1355
Ridgewood Investments
New Jersey
$630K -$22.6K -191 -3%
TIA
1356
Tiemann Investment Advisors
California
$630K +$136K +1,150 +28%
LPT
1357
Legacy Private Trust
Wisconsin
$628K -$94.6K -800 -13%
AAM
1358
Aureus Asset Management
Massachusetts
$628K -$30.5K -258 -5%
NJBEST
1359
New Jersey Better Educational Savings Trust
New Jersey
$626K – – –
ZB
1360
Zions Bancorporation
Utah
$624K +$265K +2,245 +74%
SIA
1361
Soltis Investment Advisors
Utah
$622K -$147K -1,244 -19%
QI
1362
Qtron Investments
Massachusetts
$621K -$323K -2,730 -34%
OCG
1363
Opus Capital Group
Ohio
$621K -$111K -940 -15%
ICP
1364
Interchange Capital Partners
Pennsylvania
$620K -$308K -2,072 -33%
LC
1365
Lindbrook Capital
California
$620K +$13.9K +118 +2%
KF
1366
Krilogy Financial
Missouri
$619K -$391K -3,313 -39%
VC
1367
Veracity Capital
Georgia
$618K -$88.2K -746 -12%
BRWM
1368
B. Riley Wealth Management
Tennessee
$617K +$39.2K +332 +7%
DAM
1369
Deltec Asset Management
New York
$614K -$47.2K -400 -7%
W
1370
WealthStone
Ohio
$614K +$40.8K +346 +7%
KWM
1371
Keebeck Wealth Management
Illinois
$612K – – –
PNAA
1372
Pictet North America Advisors
Switzerland
$610K -$59.1K -500 -9%
TFO
1373
Tarbox Family Office
California
$610K – – –
TF
1374
TLWM Financial
Texas
$610K +$27.2K +232 +5%
NSAM
1375
North Star Asset Management
Wisconsin
$609K -$15.8K -134 -3%
53 54
55
56 57