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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 %
AA
1401
ACT Advisors
North Carolina
$565K -$3.28K -25 -0.6%
HNW
1402
High Note Wealth
Minnesota
$563K – – –
PJSIMP
1403
P.J. Schmidt Investment Management (PJS)
Wisconsin
$562K -$96.6K -735 -15%
CA
1404
Calton & Associates
Florida
$562K +$26K +220 +5%
1W
1405
1776 Wealth
Georgia
$561K -$15.3K -133 -3%
CMI
1406
Clare Market Investments
Texas
$556K +$146K +1,233 +36%
MIC
1407
Meridian Investment Counsel
California
$549K – – –
LWM
1408
Laidlaw Wealth Management
New York
$547K +$50.7K +429 +10%
CS
1409
Capital Square
Tennessee
$546K +$67.8K +556 +14%
NL
1410
NWAM LLC
Washington
$545K +$91.1K +771 +20%
BFA
1411
Beacon Financial Advisory
Ohio
$544K +$54.3K +459 +11%
SSG
1412
Summit Securities Group
New York
$543K -$1.77M -15,000 -77%
FPB
1413
First PREMIER Bank
South Dakota
$540K – – –
CHA
1414
Carmichael Hill & Associates
Maryland
$536K – – –
BS
1415
Bessemer Securities
New York
$532K – – –
SIAG
1416
Signet Investment Advisory Group
Rhode Island
$532K +$81.3K +688 +18%
PWP
1417
Principle Wealth Partners
Connecticut
$531K +$26.5K +224 +5%
IWA
1418
IVC Wealth Advisors
Pennsylvania
$524K -$9.8K -83 -2%
AIP
1419
Almanack Investment Partners
Pennsylvania
$519K -$219K -1,842 -30%
WI
1420
WrapManager Inc
California
$518K -$113K -955 -18%
ITIM
1421
Indiana Trust & Investment Management
Indiana
$518K -$40.4K -342 -7%
LWCFA
1422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$517K +$162K +1,370 +46%
ISWM
1423
Independent Solutions Wealth Management
New York
$516K +$27.2K +230 +6%
CWM
1424
Cornerstone Wealth Management
Missouri
$512K -$47.6K -403 -9%
HPWM
1425
Highland Private Wealth Management
Washington
$507K -$1.54K -13 -0.3%
55 56
57
58 59