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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 %
PFWA
1551
Paces Ferry Wealth Advisors
Georgia
$354K -$3.52K -30 -1%
LWCFA
1552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$353K +$24.6K +210 +8%
BBNA
1553
Bremer Bank National Association
Minnesota
$352K -$22.4K -191 -6%
CPA
1554
Capital Planning Advisors
California
$352K – – –
DDC
1555
DF Dent & Co
Maryland
$352K +$15K +128 +4%
PP
1556
Patron Partners
Texas
$352K +$352K +3,006 New
BDWM
1557
Brewin Dolphin Wealth Management
Ireland
$351K – – –
PIM
1558
Profit Investment Management
Maryland
$351K +$11.6K +99 +3%
GFP
1559
Gryphon Financial Partners
Ohio
$349K +$8.68K +74 +3%
JSC
1560
Jackson Square Capital
California
$349K +$86.7K +740 +33%
HWMG
1561
Hurlow Wealth Management Group
Indiana
$347K – – –
LGWM
1562
Litman Gregory Wealth Management
California
$347K +$20K +171 +6%
AIL
1563
AGF Investments LLC
Ontario, Canada
$346K -$76.9K -656 -18%
CA
1564
Crumly & Associates
Illinois
$346K -$11.9K -102 -3%
HIS
1565
Harvest Investment Services
Illinois
$345K -$478K -4,078 -58%
HJIM
1566
Henry James International Management
New York
$345K -$105K -900 -23%
BEI
1567
Benjamin Edwards Inc
Missouri
$345K -$91.9K -784 -21%
BHWM
1568
Bar Harbor Wealth Management
New Hampshire
$345K -$7.61K -65 -2%
OAJ
1569
Ogorek Anthony Joseph
New York
$345K – – –
MW
1570
Marcum Wealth
Ohio
$345K +$345K +2,942 New
MS
1571
Madden Securities
Texas
$344K – – –
CWC
1572
Carolinas Wealth Consulting
North Carolina
$344K +$16K +136 +5%
CBT
1573
CoreFirst Bank & Trust
Kansas
$342K +$342K +2,923 New
GSWM
1574
Golden State Wealth Management
California
$341K +$185K +1,576 +118%
SIC
1575
Samalin Investment Counsel
New York
$340K -$26.1K -223 -7%
61 62
63
64 65