MDT icon

Medtronic
MDT

Overview Fund Activity

1,949 hedge funds and large institutions have $128B invested in Medtronic in 2020 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 828 increasing their positions, 651 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,949
Holders Change
+145
Holders Change %
+8.04%
% of All Funds
34.58%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.24%
New
253
Increased
828
Reduced
651
Closed
85
Calls
$878M
Puts
$1.01B
Net Calls
-$134M
Net Calls Change
-$151M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$317M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$300M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$179M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$677M
2
BlackRock
BlackRock
New York
-$593M
3
Artisan Partners
Artisan Partners
Wisconsin
-$528M
4
State Street
State Street
Massachusetts
-$242M
5
LP
Longview Partners
Guernsey
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1476
Asset Dedication LLC
California
$427K +$413K +3,527 +2,867%
TF
1477
Tompkins Financial
New York
$426K -$79.7K -680 -16%
TW
1478
Transform Wealth
Colorado
$426K -$75K -640 -15%
IWA
1479
Intercontinental Wealth Advisors
Texas
$424K +$424K +3,617 New
WWS
1480
Wellington Wealth Strategies
Indiana
$424K +$424K +5,144 New
SFG
1481
Summit Financial Group
West Virginia
$423K +$14.6K +125 +4%
GC
1482
Gilbert & Cook
Iowa
$422K +$61.2K +520 +17%
CCM
1483
Carlson Capital Management
Minnesota
$422K +$422K +3,524 New
AWA
1484
Arete Wealth Advisors
Illinois
$419K -$1.76M -15,089 -81%
WSTAM
1485
Wilbanks Smith & Thomas Asset Management
Virginia
$419K -$11.7K -100 -3%
MWM
1486
Meridian Wealth Management
Kentucky
$417K +$106K +906 +34%
LBD
1487
Landsberg Bennett & Dubbaneh
Florida
$416K -$254K -2,165 -38%
C
1488
Certuity
Florida
$416K +$35.4K +302 +9%
PRC
1489
Pearl River Capital
Michigan
$416K +$416K +3,548 New
TFS
1490
Thoroughbred Financial Services
Tennessee
$413K -$5.86K -50 -1%
PCM
1491
Perritt Capital Management
Illinois
$411K -$52.7K -450 -11%
ATIA
1492
American Trust Investment Advisors
New Hampshire
$411K – – –
MPCG
1493
Matrix Private Capital Group
New York
$410K -$14.2K -121 -3%
ACM
1494
Alethea Capital Management
Washington
$410K – – –
BW
1495
Bison Wealth
Georgia
$410K +$8.08K +69 +2%
BWCS
1496
Beirne Wealth Consulting Services
Connecticut
$409K -$7.19K -61 -2%
CAM
1497
Carret Asset Management
New York
$408K +$408K +3,483 New
CMI
1498
Clare Market Investments
Texas
$407K +$164K +1,404 +68%
RT
1499
Rockland Trust
Massachusetts
$406K -$91.8K -782 -18%
CPA
1500
Court Place Advisors
Maryland
$405K -$64.4K -550 -14%
58 59
60
61 62