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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 %
WA
1376
WBH Advisory
Maryland
$609K +$12.9K +109 +2%
BWP
1377
BSW Wealth Partners
Colorado
$606K +$24.9K +211 +4%
OC
1378
Oakworth Capital
Alabama
$604K +$1.65K +14 +0.3%
VCM
1379
Virtue Capital Management
Tennessee
$603K -$145K -1,230 -19%
NIM
1380
NuWave Investment Management
New Jersey
$603K +$603K +5,104 New
BFM
1381
Boston Financial Management
Massachusetts
$596K +$2.96K +25 +0.5%
HFM
1382
Hartford Financial Management
Connecticut
$594K -$1.06K -9 -0.2%
BWAM
1383
Boyd Watterson Asset Management
Ohio
$592K -$34K -288 -5%
CBN
1384
Cadence Bank NA
Texas
$589K +$28.9K +245 +5%
WCM
1385
Wisconsin Capital Management
Wisconsin
$586K -$69.1K -585 -11%
PP
1386
Patten & Patten
Tennessee
$584K +$21.5K +182 +4%
LFA
1387
Legacy Financial Advisors
Kentucky
$582K +$13.9K +118 +2%
LSAG
1388
Lake Street Advisors Group
New Hampshire
$581K +$6.38K +54 +1%
OWM
1389
OneAscent Wealth Management
Alabama
$581K +$41.5K +351 +8%
AWA
1390
Arete Wealth Advisors
Illinois
$577K +$154K +1,303 +36%
LC
1391
LCNB Corp
Ohio
$575K -$63.8K -540 -10%
TWI
1392
Thomas White International
Illinois
$574K -$331K -2,800 -37%
ZCA
1393
Zeke Capital Advisors
Pennsylvania
$574K – – –
SMH
1394
Sanders Morris Harris
Texas
$572K -$60.3K -500 -10%
WP
1395
WealthSource Partners
California
$570K -$168K -1,417 -23%
PFSC
1396
Peoples Financial Services Corp
Pennsylvania
$570K -$21.3K -180 -4%
EBSAM
1397
Eubel Brady & Suttman Asset Management
Ohio
$570K +$287K +2,423 +101%
WCM Investment Management
1398
WCM Investment Management
California
$569K +$319K +2,700 +128%
MSS
1399
Mitchell Sinkler & Starr
Pennsylvania
$566K -$76.6K -648 -12%
GDP
1400
Great Diamond Partners
Maine
$566K -$8.26K -70 -1%
54 55
56
57 58