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Medtronic
MDT

Overview Fund Activity

1,480 hedge funds and large institutions have $109B invested in Medtronic in 2018 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 529 increasing their positions, 593 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+75
Holders Change %
+5.34%
% of All Funds
33.89%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.51%
New
144
Increased
529
Reduced
593
Closed
59
Calls
$679M
Puts
$739M
Net Calls
-$59.7M
Net Calls Change
-$316M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$738M
2
Boston Partners
Boston Partners
Massachusetts
+$404M
3
PG
Pendal Group
Australia
+$311M
4
State Street
State Street
Massachusetts
+$238M
5
AAMU
Amundi Asset Management US
Massachusetts
+$228M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$791M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$663M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$222M
4
Lazard Asset Management
Lazard Asset Management
New York
-$208M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1401
Barnett & Company
Tennessee
$30K – – –
TC
1402
Trust Company
Kansas
$30K +$1.45K +15 +5%
SFPIA
1403
Stevens First Principles Investment Advisors
California
$27K – – –
MWM
1404
Mascoma Wealth Management
New Hampshire
$27K – – –
GCM
1405
Gables Capital Management
Florida
$27K – – –
TCM
1406
Tradewinds Capital Management
Washington
$26K – – –
CAC
1407
Certified Advisory Corp
Florida
$26K – – –
TG
1408
TLP Group
Illinois
$25K -$109K -1,112 -81%
FFW
1409
Fusion Family Wealth
New York
$25K – – –
MSA
1410
Marino Stram & Associates
Massachusetts
$25K +$2.33K +24 +10%
JWA
1411
JFS Wealth Advisors
Pennsylvania
$25K +$11K +114 +79%
AWMS
1412
Advocacy Wealth Management Services
Georgia
$23K – – –
RCC
1413
Red Cedar Capital
Nebraska
$23K – – –
FCMT
1414
Founders Capital Management (Texas)
Texas
$22K – – –
PRS
1415
Pinkerton Retirement Specialists
Idaho
$22K – – –
WAS
1416
Winch Advisory Services
Wisconsin
$22K +$100 +1 +0.5%
PAMG
1417
Patton Albertson Miller Group
Tennessee
$22K +$22K +243 New
RFA
1418
Reilly Financial Advisors
California
$21K -$21.8K -217 -51%
VCM
1419
Versant Capital Management
Arizona
$21K -$573 -6 -3%
PFGIA
1420
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$16K +166 +405%
SA
1421
SRH Advisors
Kansas
$20K +$20K +200 New
FBT
1422
First Bank & Trust
South Dakota
$19K – – –
BCI
1423
Brinker Capital Investments
Pennsylvania
$19K +$6.69K +68 +54%
VRM
1424
Vectors Research Management
New York
$19K +$19K +211 New
TC
1425
Trilogy Capital
California
$17K +$3.75K +39 +28%
55 56
57
58 59