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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 %
PFWA
1551
Paces Ferry Wealth Advisors
Georgia
$367K +$10.5K +89 +3%
MCM
1552
Murphy Capital Management
New Jersey
$366K -$4.95K -42 -1%
SRC
1553
Sage Rhino Capital
California
$366K +$1.66K +14 +0.5%
QPWM
1554
Quadrant Private Wealth Management
Pennsylvania
$365K -$66.1K -560 -15%
HPWM
1555
High Pines Wealth Management
Massachusetts
$365K – – –
PIM
1556
Profit Investment Management
Maryland
$365K +$12.4K +105 +4%
NFC
1557
Northeast Financial Consultants
Connecticut
$365K +$27.4K +232 +8%
CFFP
1558
Center for Financial Planning
Michigan
$365K +$60.7K +514 +20%
DAM
1559
Delta Asset Management
Tennessee
$362K -$23.6K -200 -6%
MWM
1560
Meridian Wealth Management
Kentucky
$361K -$60.7K -513 -14%
OAJ
1561
Ogorek Anthony Joseph
New York
$361K +$12.4K +105 +4%
TP
1562
Tranquility Partners
Tennessee
$361K +$22.4K +190 +7%
RSWM
1563
Robertson Stephens Wealth Management
California
$358K +$358K +3,023 New
BFA
1564
Bragg Financial Advisors
North Carolina
$357K -$102K -864 -22%
HWMG
1565
Hurlow Wealth Management Group
Indiana
$357K +$7.33K +62 +2%
SAM
1566
Seelaus Asset Management
New Jersey
$355K -$28.4K -240 -7%
BDF
1567
Balasa Dinverno & Foltz
$355K -$28.1K -238 -7%
BB
1568
Bell Bank
North Dakota
$352K -$220K -1,865 -38%
YWP
1569
YorkBridge Wealth Partners
New York
$351K -$22.9K -194 -6%
HJIM
1570
Henry James International Management
New York
$348K – – –
MS
1571
Madden Securities
Texas
$347K – – –
DLA
1572
Douglas Lane & Associates
New York
$346K -$91.8K -778 -21%
AIM
1573
Axiom Investment Management
New York
$346K -$55.9K -472 -14%
CBT
1574
CoreFirst Bank & Trust
Kansas
$345K – – –
FPA
1575
First Pacific Advisors
California
$343K -$61.4K -519 -15%
61 62
63
64 65