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Medtronic
MDT

Overview Fund Activity

1,815 hedge funds and large institutions have $126B invested in Medtronic in 2019 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 744 increasing their positions, 601 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+175
Holders Change %
+10.67%
% of All Funds
35.84%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.8%
New
243
Increased
744
Reduced
601
Closed
49
Calls
$893M
Puts
$880M
Net Calls
+$13.4M
Net Calls Change
-$84.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$527M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$495M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$292M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M
5
Ameriprise
Ameriprise
Minnesota
+$231M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$672M
2
Artisan Partners
Artisan Partners
Wisconsin
-$578M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$402M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
1501
Meitav Investment House
Israel
$293K -$1.69M -14,900 -85%
IIC
1502
Integrated Investment Consultants
Michigan
$293K – – –
IFWM
1503
Institute for Wealth Management
Colorado
$292K -$11.6K -102 -4%
KFGK
1504
Keystone Financial Group (Kentucky)
Kentucky
$292K – – –
VWA
1505
V Wealth Advisors
Kansas
$291K – – –
WPC
1506
White Pine Capital
Minnesota
$290K -$54.3K -478 -16%
SL
1507
Stevard LLC
Illinois
$290K +$290K +2,555 New
EM
1508
Excalibur Management
Massachusetts
$287K +$287K +2,526 New
SW
1509
SteelPeak Wealth
California
$286K +$286K +2,520 New
1IA
1510
1834 Investment Advisors
Wisconsin
$285K – – –
PBO
1511
Peoples Bank (Ohio)
Ohio
$284K – – –
KLI
1512
Kelman-Lazarov Inc
Tennessee
$284K – – –
VCM
1513
Vigilant Capital Management
Maine
$283K +$18.7K +165 +7%
DWM
1514
Darwin Wealth Management
Florida
$283K +$27.7K +244 +11%
BHIA
1515
Birch Hill Investment Advisors
Massachusetts
$282K – – –
C
1516
Cerebellum
California
$280K -$176K -1,556 -39%
RG
1517
Rikoon Group
New Mexico
$279K +$41.4K +365 +17%
LBA
1518
Lowell Blake & Associates
Massachusetts
$279K +$279K +2,455 New
CFA
1519
CWS Financial Advisors
Michigan
$278K +$278K +2,451 New
MC
1520
Miles Capital
Iowa
$277K -$20.8K -183 -7%
ATFA
1521
All Terrain Financial Advisors
Minnesota
$277K -$11.2K -99 -4%
SIG
1522
Sky Investment Group
Connecticut
$275K +$4.77K +42 +2%
WSTAM
1523
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$9.31K +82 +4%
KWA
1524
KCS Wealth Advisory
California
$274K -$23.3K -205 -8%
AMG
1525
Advisors Management Group
Wisconsin
$273K – – –
59 60
61
62 63