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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 %
HIS
1576
Harvest Investment Services
Illinois
$343K -$4.24K -36 -1%
AIS
1577
American Investment Services
Massachusetts
$343K – – –
CCA
1578
Childress Capital Advisors
Texas
$343K +$185K +1,563 +116%
TVWM
1579
Tower View Wealth Management
Wisconsin
$341K +$16.1K +136 +5%
PP
1580
Patron Partners
Texas
$340K -$14.8K -125 -4%
BBNA
1581
Bremer Bank National Association
Minnesota
$339K -$15.8K -134 -4%
BHWM
1582
Bar Harbor Wealth Management
New Hampshire
$338K -$9.8K -83 -3%
HWA
1583
HHM Wealth Advisors
Tennessee
$337K +$4.25K +36 +1%
NAG
1584
Northstar Advisory Group
New Jersey
$337K +$8.28K +70 +3%
CAM
1585
CenterStar Asset Management
Illinois
$336K -$848K – –
WPP
1586
Whalerock Point Partners
Rhode Island
$334K – – –
CAL
1587
Capital Advisors Ltd
Ohio
$334K – – –
SFG
1588
Summit Financial Group
West Virginia
$333K -$94.6K -800 -22%
III
1589
Independent Investors Inc
New York
$332K – – –
FWM
1590
Fairhaven Wealth Management
Illinois
$330K -$66.6K -563 -17%
AW
1591
ACG Wealth
Georgia
$329K +$6.97K +59 +2%
PAIM
1592
Punch & Associates Investment Management
Minnesota
$327K – – –
BWM
1593
Bulltick Wealth Management
Florida
$326K +$326K +2,752 New
PWA
1594
Physician Wealth Advisors
Utah
$326K – – –
WLIM
1595
White Lighthouse Investment Management
Massachusetts
$326K +$6.84K +58 +2%
CFO
1596
CVA Family Office
Colorado
$326K +$133K +1,130 +69%
HFP
1597
Holistic Financial Partners
Indiana
$325K -$65.8K -556 -17%
MPPW
1598
Mitchell & Pahl Private Wealth
Oklahoma
$324K -$472 -4 -0.1%
SEEDPG
1599
S.E.E.D. Planning Group
New York
$323K +$19.4K +164 +6%
GFP
1600
Gryphon Financial Partners
Ohio
$320K -$31.9K -270 -9%
62 63
64
65 66