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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 %
PAMG
1501
Patton Albertson Miller Group
Tennessee
$404K -$26.6K -222 -6%
NIM
1502
Northeast Investment Management
Massachusetts
$404K – – –
BIA
1503
Barry Investment Advisors
Massachusetts
$403K +$235 +2 +0.1%
CTFG
1504
Capstone Triton Financial Group
Oklahoma
$403K +$403K +3,441 New
WAP
1505
Wealthcare Advisory Partners
Pennsylvania
$402K +$80.4K +686 +25%
FPA
1506
First Pacific Advisors
California
$401K -$12.4K -106 -3%
PWLP
1507
Prio Wealth Limited Partnership
Massachusetts
$400K +$95K +812 +31%
WCM
1508
Wedge Capital Management
North Carolina
$399K +$8.08K +69 +2%
SC
1509
Savant Capital
Illinois
$398K +$28.7K +245 +8%
AIC
1510
Ameritas Investment Company
Nebraska
$398K +$86.2K +738 +28%
CL
1511
CPWM LLC
Washington
$397K +$30K +256 +8%
MFW
1512
Mosaic Family Wealth
Missouri
$396K -$50.2K -428 -11%
AMIM
1513
Aull & Monroe Investment Management
Alabama
$393K -$16.6K -142 -4%
FWM
1514
Fairhaven Wealth Management
Illinois
$393K +$78.8K +672 +25%
HCM
1515
Hillman Capital Management
Maryland
$392K +$27K +230 +7%
Cohen & Steers
1516
Cohen & Steers
New York
$391K – – –
EWA
1517
EP Wealth Advisors
California
$389K +$44.7K +381 +13%
FDS
1518
First Dallas Securities
Texas
$389K +$389K +3,325 New
DC
1519
DeDora Capital
California
$387K +$1.88K +16 +0.5%
HFP
1520
Holistic Financial Partners
Indiana
$387K +$20.1K +172 +5%
VFPI
1521
Vantage Financial Partners (Illinois)
Illinois
$387K +$35.2K +300 +10%
RFA
1522
Reilly Financial Advisors
California
$385K +$370K +3,160 +2,431%
CYG
1523
Clean Yield Group
Vermont
$384K -$11.1K -95 -3%
DAM
1524
Delta Asset Management
Tennessee
$382K – – –
ALAM
1525
Asahi Life Asset Management
Japan
$382K +$14.1K +120 +4%
59 60
61
62 63