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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 %
JPG
1601
Jordan Park Group
California
$320K +$320K +2,705 New
HI
1602
Hudock Inc
Pennsylvania
$319K +$589 +5 +0.2%
SFG
1603
Sunburst Financial Group
Alabama
$319K +$48.7K +412 +18%
SCM
1604
Southport Capital Management
Tennessee
$318K -$235K -1,985 -42%
NP
1605
NorthRock Partners
Minnesota
$315K +$21K +178 +7%
TCWM
1606
Total Clarity Wealth Management
Illinois
$313K -$65K -550 -17%
GWS
1607
Glassman Wealth Services
Virginia
$312K -$17K -144 -5%
SWM
1608
Salvus Wealth Management
New Jersey
$312K -$6.04K -50 -2%
NFG
1609
Nations Financial Group
Iowa
$312K +$59.8K +506 +24%
PB
1610
Pinnacle Bancorp
Nebraska
$311K +$69.1K +585 +29%
CWM
1611
Chesapeake Wealth Management
Virginia
$310K -$71.7K -607 -19%
NG
1612
Northstar Group
New York
$310K -$15.6K -132 -5%
PAMG
1613
Patton Albertson Miller Group
Tennessee
$308K -$91K -770 -23%
BIM
1614
Baldwin Investment Management
Pennsylvania
$307K -$15.4K -130 -5%
BHBT
1615
Burke & Herbert Bank & Trust
Virginia
$307K -$8.86K -75 -3%
PCM
1616
Perkins Capital Management
Minnesota
$307K – – –
TPWA
1617
TRUE Private Wealth Advisors
Oregon
$307K +$10.2K +86 +3%
JWM
1618
Jeppson Wealth Management
California
$305K -$1.18K -10 -0.4%
BHIA
1619
Birch Hill Investment Advisors
Massachusetts
$305K – – –
PCM
1620
Poehling Capital Management
Wisconsin
$304K -$15.9K -135 -5%
RSVP
1621
Ramsay Stattman Vela & Price
Colorado
$303K – – –
CBOR
1622
Community Bank of Raymore
Missouri
$303K – – –
CTA
1623
Chesley Taft & Associates
Illinois
$303K +$9.39K +78 +3%
DIA
1624
Dana Investment Advisors
Wisconsin
$303K +$303K +2,564 New
PA
1625
PSI Advisors
Florida
$302K – – –
63 64
65
66 67