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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 %
BFS
1426
Bard Financial Services
Connecticut
$507K – – –
CBFP
1427
Cedar Brook Financial Partners
Ohio
$505K +$12.8K +108 +3%
FIA
1428
Foundations Investment Advisors
Arizona
$503K +$287K +2,381 +133%
SSW
1429
Smith Shellnut Wilson
Mississippi
$496K +$8.97K +76 +2%
PFBT
1430
Parkside Financial Bank & Trust
Missouri
$495K -$10K -85 -2%
GA
1431
Geller Advisors
New York
$495K +$94.6K +797 +24%
IWA
1432
Intercontinental Wealth Advisors
Texas
$494K +$66.6K +564 +16%
ACM
1433
Azimuth Capital Management
Michigan
$492K – – –
JGIA
1434
Jackson Grant Investment Advisers
Connecticut
$491K +$44.8K +379 +10%
RMAM
1435
Raab & Moskowitz Asset Management
New Jersey
$491K +$57.9K +490 +13%
BCAM
1436
Boston Common Asset Management
Massachusetts
$490K +$4.96K +42 +1%
DBRC
1437
D.B. Root & Company
Pennsylvania
$489K -$4.61K -39 -0.9%
PWLP
1438
Prio Wealth Limited Partnership
Massachusetts
$489K +$85.4K +723 +21%
SB
1439
Sunflower Bank
Texas
$488K +$5.08K +43 +1%
FCFC
1440
First Citizens Financial Corp
Iowa
$487K -$8.5K -72 -2%
PWM
1441
Perigon Wealth Management
California
$487K +$3.78K +32 +0.8%
EWA
1442
EP Wealth Advisors
California
$484K +$92.2K +781 +24%
TW
1443
Transform Wealth
Colorado
$483K +$54.1K +458 +13%
EA
1444
Emerald Advisors
Washington
$481K -$32.4K -274 -6%
FM
1445
Family Management
New York
$481K +$10.3K +87 +2%
TCM
1446
Tufton Capital Management
Maryland
$480K -$2.24K -19 -0.5%
CWP
1447
CFM Wealth Partners
Texas
$477K -$710K -6,008 -60%
AWM
1448
Aries Wealth Management
Maine
$477K -$33.6K -271 -7%
PCG
1449
Private Capital Group
Connecticut
$476K -$414K -3,485 -47%
IIM
1450
Ipswich Investment Management
Massachusetts
$476K +$37.8K +320 +9%
56 57
58
59 60