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Medtronic
MDT

Overview Fund Activity

1,753 hedge funds and large institutions have $101B invested in Medtronic in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 799 increasing their positions, 615 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,753
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
36.03%
Holding in Top 10
55
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-31.25%
% of All Funds
1.13%
New
137
Increased
799
Reduced
615
Closed
120
Calls
$618M
Puts
$672M
Net Calls
-$54M
Net Calls Change
-$396M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$965M
2
BlackRock
BlackRock
New York
+$399M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$278M
4
Renaissance Technologies
Renaissance Technologies
New York
+$180M
5
Citadel Advisors
Citadel Advisors
Florida
+$163M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.38B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$424M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
5
AL
AJO LP
Pennsylvania
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
1576
Wealth Alliance Advisory Group
Kansas
$205K +$205K +2,239 New
HR
1577
Hayden Royal
North Carolina
$203K -$50K -542 -20%
LC
1578
Lincoln Capital
Nebraska
$201K +$201K +2,191 New
LWA
1579
Lineweaver Wealth Advisors
Ohio
$201K +$201K +2,197 New
SG
1580
Somerset Group
Minnesota
$200K +$200K +2,186 New
BG
1581
Berry Group
Massachusetts
$200K +$200K +2,186 New
OIA
1582
Optimum Investment Advisors
Illinois
$199K +$10.6K +116 +6%
GWS
1583
Glassman Wealth Services
Virginia
$193K +$8.24K +90 +4%
WOC
1584
West Oak Capital
California
$191K – – –
EWM
1585
Endurance Wealth Management
Rhode Island
$191K – – –
CCG
1586
Ceeto Capital Group
Florida
$185K -$463K -5,000 -71%
TFA
1587
Transamerica Financial Advisors
Florida
$184K +$184K +2,002 New
MME
1588
Meag Munich Ergo
Germany
$183K – – –
LPIC
1589
LeJeune Puetz Investment Counsel
Michigan
$180K – – –
AWA
1590
Arkadios Wealth Advisors
Georgia
$177K +$14.9K +157 +9%
CWC
1591
Carolinas Wealth Consulting
North Carolina
$177K +$177K +1,914 New
BAM
1592
Barrett Asset Management
New York
$173K +$23.3K +254 +16%
PWP
1593
Principle Wealth Partners
Connecticut
$166K +$166K +1,808 New
SIAS
1594
Shine Investment Advisory Services
Colorado
$155K -$1.56K -17 -1%
FWM
1595
Focused Wealth Management
New York
$150K +$12.6K +138 +9%
PCIA
1596
Prime Capital Investment Advisors
Kansas
$147K -$9.48K -103 -6%
SIC
1597
Salem Investment Counselors
North Carolina
$144K – – –
HWM
1598
HighMark Wealth Management
Minnesota
$142K +$3.21K +35 +2%
FANJ
1599
Financial Architects (New Jersey)
New Jersey
$140K -$50.8K -554 -27%
CA
1600
Centerpoint Advisors
Massachusetts
$138K +$5.51K +60 +4%
62 63
64
65 66