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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 %
CJA
1426
C-J Advisory
California
$16K -$3.28K -33 -17%
SIS
1427
Sound Income Strategies
Florida
$16K +$479 +5 +3%
CI
1428
CX Institutional
Indiana
$15K – – –
FGAM
1429
Financial Gravity Asset Management
Texas
$15K +$2.9K +33 +24%
CIM
1430
Contravisory Investment Management
Massachusetts
$15K +$15K +150 New
RFM
1431
Royal Fund Management
Florida
$14K -$32.9K -336 -70%
POIA
1432
Pin Oak Investment Advisors
Texas
$14K -$28.4K -290 -67%
PCM
1433
Princeton Capital Management
New Jersey
$14K – – –
SMG
1434
Spectrum Management Group
Indiana
$14K – – –
MA
1435
MCF Advisors
Kentucky
$13K – – –
MUS
1436
Mitsubishi UFJ Securities
Japan
$13K – – –
SWP
1437
Strategic Wealth Partners
Ohio
$12K – – –
WCAMG
1438
Woodard & Company Asset Management Group
North Carolina
$11K +$6.26K +62 +132%
AA
1439
AlphaMark Advisors
Kentucky
$10K -$23.5K -235 -70%
DOA
1440
D'Orazio & Associates
Virginia
$10K – – –
ARMC
1441
American Research & Management Company
Massachusetts
$10K – – –
RBC
1442
Roble Belko & Company
Pennsylvania
$10K – – –
WPW
1443
Winthrop Partners - WNY
New York
$9.84K – – –
ADL
1444
Asset Dedication LLC
California
$9K -$4.4K -43 -33%
RCG
1445
Ruggie Capital Group
Florida
$9K – – –
RIA
1446
RPG Investment Advisory
California
$9K – – –
SBL
1447
Sargent Bickham Lagudis
Colorado
$9K +$1.84K +18 +26%
OWA
1448
One Wealth Advisors
California
$9K +$9K +90 New
WAS
1449
WESPAC Advisors SoCal
California
$9K +$9K +100 New
Winslow Capital Management
1450
Winslow Capital Management
Minnesota
$8K -$6.15K -63 -43%
56 57
58
59 60