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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 %
BDWM
1526
Brewin Dolphin Wealth Management
Ireland
$385K +$30.1K +255 +9%
CWP
1527
Concord Wealth Partners
Virginia
$384K +$357K +3,024 +1,338%
SIM
1528
SSI Investment Management
California
$382K -$118 -1 -0%
BFPW
1529
BOK Financial Private Wealth
Colorado
$380K +$380K +3,213 New
WPC
1530
White Pine Capital
Minnesota
$379K – – –
FB
1531
First Bancorp
Maine
$379K +$379K +3,210 New
EFM
1532
E Fund Management
China
$378K +$378K +3,199 New
BWM
1533
Buckley Wealth Management
Nevada
$376K -$74.3K -629 -16%
APW
1534
Acima Private Wealth
Virginia
$376K – – –
DDC
1535
DF Dent & Co
Maryland
$376K +$20.8K +176 +6%
CA
1536
Crumly & Associates
Illinois
$376K +$26K +220 +7%
AMG
1537
Advisors Management Group
Wisconsin
$376K +$41.8K +354 +13%
Cohen & Steers
1538
Cohen & Steers
New York
$375K -$18.8K -159 -5%
BMC
1539
Beaton Management Company
Massachusetts
$375K – – –
IFWM
1540
Institute for Wealth Management
Colorado
$373K +$6.14K +52 +2%
NIM
1541
Northeast Investment Management
Massachusetts
$372K -$35.2K -298 -9%
WAP
1542
Wealthcare Advisory Partners
Pennsylvania
$372K -$33.6K -284 -8%
CIP
1543
Convergence Investment Partners
Florida
$372K -$8.62K -73 -2%
AWM
1544
Apollon Wealth Management
South Carolina
$372K +$372K +3,152 New
CWC
1545
Carolinas Wealth Consulting
North Carolina
$371K +$24.9K +210 +7%
AO
1546
Advisor OS
Illinois
$371K +$371K +3,144 New
SIC
1547
Samalin Investment Counsel
New York
$370K +$26.8K +227 +8%
CA
1548
Capital Advantage
California
$369K +$47.3K +400 +15%
WCM
1549
Wedge Capital Management
North Carolina
$368K -$34.4K -291 -9%
LWAC
1550
Laurel Wealth Advisors (California)
California
$368K +$93.6K +792 +34%
60 61
62
63 64