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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 %
CTA
1626
Chesley Taft & Associates
Illinois
$208K +$208K +1,829 New
BAM
1627
Barrett Asset Management
New York
$207K – – –
CC
1628
Chicago Capital
Illinois
$207K +$207K +1,821 New
PMG
1629
ProVise Management Group
Florida
$207K +$207K +1,825 New
LCM
1630
LVM Capital Management
Michigan
$207K +$207K +1,827 New
SIC
1631
Salem Investment Counselors
North Carolina
$205K +$111K +980 +118%
EB
1632
Eastern Bank
Massachusetts
$203K +$203K +1,785 New
WA
1633
WealthTrust Axiom
Pennsylvania
$203K +$203K +1,792 New
HHGA
1634
Halbert Hargrove Global Advisors
California
$202K +$202K +1,784 New
CWM
1635
Circle Wealth Management
New Jersey
$201K -$14.4K -127 -7%
WAP
1636
Wealthcare Advisory Partners
Pennsylvania
$201K +$340 +3 +0.2%
GPA
1637
Garrison Point Advisors
California
$201K +$201K +1,770 New
SIAS
1638
Shine Investment Advisory Services
Colorado
$194K +$49.8K +440 +35%
ONST
1639
Old North State Trust
North Carolina
$193K +$4.2K +37 +2%
NC
1640
NewSquare Capital
Pennsylvania
$193K +$121K +1,065 +167%
HIA
1641
Harbor Investment Advisory
Maryland
$192K +$192K +1,691 New
TFS
1642
TrustCore Financial Services
Tennessee
$178K – – –
PWP
1643
Personal Wealth Partners
Minnesota
$178K – – –
PFBT
1644
Parkside Financial Bank & Trust
Missouri
$178K +$13.3K +118 +8%
HFM
1645
Harvest Fund Management
China
$170K – – –
FWM
1646
Focused Wealth Management
New York
$170K +$170K +1,500 New
HWM
1647
HighMark Wealth Management
Minnesota
$169K +$169K +1,491 New
CA
1648
Centerpoint Advisors
Massachusetts
$164K +$796 +7 +0.5%
PCIA
1649
Prime Capital Investment Advisors
Kansas
$163K +$34.3K +303 +27%
CBT
1650
Capital Bank & Trust
California
$161K +$67.1K +590 +72%
64 65
66
67 68