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Medtronic
MDT

Overview Fund Activity

1,815 hedge funds and large institutions have $126B invested in Medtronic in 2019 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 744 increasing their positions, 601 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+175
Holders Change %
+10.67%
% of All Funds
35.84%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
1.8%
New
243
Increased
744
Reduced
601
Closed
49
Calls
$893M
Puts
$880M
Net Calls
+$13.4M
Net Calls Change
-$84.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$527M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$495M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$292M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$288M
5
Ameriprise
Ameriprise
Minnesota
+$231M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$672M
2
Artisan Partners
Artisan Partners
Wisconsin
-$578M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$402M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
1601
Grove Bank & Trust
Florida
$219K -$13.8K -121 -6%
OSAM
1602
O'Shaughnessy Asset Management
Connecticut
$219K +$148K +1,301 +207%
BPA
1603
Beacon Pointe Advisors
California
$219K +$219K +1,919 New
OR
1604
Olympiad Research
Connecticut
$219K +$219K +1,932 New
PFM
1605
Parsec Financial Management
North Carolina
$218K – – –
RBFC
1606
Roman Butler Fullerton & Co
Missouri
$218K +$1.02K +9 +0.5%
NICM
1607
Neo Ivy Capital Management
New York
$218K +$218K +1,925 New
AWA
1608
Arkadios Wealth Advisors
Georgia
$218K +$218K +1,864 New
HFA
1609
High Falls Advisors
New York
$217K – – –
OC
1610
Oakworth Capital
Alabama
$217K +$138K +1,184 +175%
RWA
1611
River Wealth Advisors
Pennsylvania
$217K +$217K +1,917 New
TCWM
1612
Total Clarity Wealth Management
Illinois
$216K +$216K +1,900 New
MS
1613
Madden Securities
Texas
$215K +$215K +1,900 New
LWMM
1614
Legacy Wealth Management (Mississippi)
Mississippi
$215K +$215K +1,891 New
RSVP
1615
Ramsay Stattman Vela & Price
Colorado
$214K – – –
BIA
1616
Barry Investment Advisors
Massachusetts
$214K +$214K +1,816 New
PCA
1617
Personal Capital Advisors
California
$213K -$49.8K -439 -19%
CAM
1618
CenterStar Asset Management
Illinois
$213K -$278K – –
WG
1619
Welch Group
Alabama
$213K +$4.76K +42 +2%
DWM
1620
Dakota Wealth Management
Florida
$213K +$213K +1,878 New
ZAM
1621
Zevin Asset Management
Massachusetts
$211K – – –
Connor, Clark & Lunn Investment Management (CC&L)
1622
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$210K -$2.84K -25 -1%
NPF
1623
Norris Perne & French
Michigan
$210K +$210K +1,851 New
DWM
1624
Destination Wealth Management
California
$209K +$209K +1,840 New
PWAG
1625
Polaris Wealth Advisory Group
California
$208K +$208K +1,750 New
63 64
65
66 67