MDT icon

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 %
MIH
1376
Meitav Investment House
Israel
$564K +$39.1K +336 +7%
PFO
1377
Pathstone Family Office
New Jersey
$563K +$534K +4,562 +1,870%
PJSIMP
1378
P.J. Schmidt Investment Management (PJS)
Wisconsin
$558K – – –
HNW
1379
High Note Wealth
Minnesota
$558K +$558K +4,768 New
PP
1380
Patten & Patten
Tennessee
$557K -$76K -649 -12%
QCG
1381
Quadrant Capital Group
Ohio
$557K +$48.5K +414 +10%
CBN
1382
Cadence Bank NA
Texas
$556K +$98.4K +840 +21%
CWM
1383
Cornerstone Wealth Management
Missouri
$555K +$4.8K +41 +0.9%
ITIM
1384
Indiana Trust & Investment Management
Indiana
$554K -$1.41K -12 -0.3%
MCM
1385
Manchester Capital Management
Vermont
$552K +$115K +985 +26%
TFS
1386
TrustCore Financial Services
Tennessee
$549K +$23.1K +197 +4%
SCM
1387
Southport Capital Management
Tennessee
$547K +$11.5K +98 +2%
MIC
1388
Meridian Investment Counsel
California
$544K -$56K -478 -9%
OWM
1389
OneAscent Wealth Management
Alabama
$538K +$538K +4,567 New
FPB
1390
First PREMIER Bank
South Dakota
$535K -$98.3K -840 -16%
CFG
1391
Citizens Financial Group
Rhode Island
$535K -$18.6K -159 -3%
CA
1392
Calton & Associates
Florida
$531K -$17.3K -148 -3%
CHA
1393
Carmichael Hill & Associates
Maryland
$531K +$3.04K +26 +0.6%
IWA
1394
IVC Wealth Advisors
Pennsylvania
$530K +$530K +4,522 New
BWP
1395
Bernardo Wealth Planning
Pennsylvania
$529K -$7.37K -63 -1%
BS
1396
Bessemer Securities
New York
$527K – – –
WEC
1397
Winslow Evans & Crocker
Massachusetts
$527K +$169K +1,444 +47%
BI
1398
Ballast Inc
Kentucky
$518K -$35.5K -303 -6%
FWM
1399
Foresight Wealth Management
Utah
$518K +$248K +2,116 +92%
CWP
1400
Curated Wealth Partners
California
$515K +$515K +4,396 New
54 55
56
57 58