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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 %
FPFS
1601
First Personal Financial Services
North Carolina
$319K -$17.8K -152 -5%
CA
1602
Capital Advantage
California
$318K +$15.4K +132 +5%
WLIM
1603
White Lighthouse Investment Management
Massachusetts
$317K – – –
PCM
1604
Poehling Capital Management
Wisconsin
$317K – – –
HI
1605
Hudock Inc
Pennsylvania
$316K -$1.4K -12 -0.4%
SWM
1606
Salvus Wealth Management
New Jersey
$315K +$315K +2,635 New
BHBT
1607
Burke & Herbert Bank & Trust
Virginia
$314K -$42.3K -360 -12%
VHAM
1608
Van Hulzen Asset Management
California
$313K -$6.49M -55,522 -95%
PWA
1609
Physician Wealth Advisors
Utah
$313K -$13.7K -119 -4%
SG
1610
StoneX Group
New York
$311K +$27.1K +230 +10%
PCM
1611
Perkins Capital Management
Minnesota
$305K – – –
JWM
1612
Jeppson Wealth Management
California
$304K – – –
BHIA
1613
Birch Hill Investment Advisors
Massachusetts
$303K – – –
BFC
1614
Blue Fin Capital
Rhode Island
$303K +$5.37K +46 +2%
CFFP
1615
Center for Financial Planning
Michigan
$302K +$20.3K +173 +7%
SEEDPG
1616
S.E.E.D. Planning Group
New York
$301K -$26.8K -229 -8%
RSVP
1617
Ramsay Stattman Vela & Price
Colorado
$300K – – –
CBOR
1618
Community Bank of Raymore
Missouri
$300K – – –
PA
1619
PSI Advisors
Florida
$300K +$300K +2,562 New
SL
1620
Stevard LLC
Illinois
$299K – – –
RIM
1621
Regent Investment Management
Kentucky
$298K +$35.1K +300 +13%
SBSB
1622
Sullivan, Bruyette, Speros & Blaney
Virginia
$297K -$13.6K -116 -4%
OMC
1623
Overbrook Management Corp
New York
$297K – – –
SDWMA
1624
Schneider Downs Wealth Management Advisors
Pennsylvania
$295K -$1.05K -9 -0.4%
SIG
1625
Sky Investment Group
Connecticut
$294K +$1.76K +15 +0.6%
63 64
65
66 67