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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 %
TPWA
1626
TRUE Private Wealth Advisors
Oregon
$294K +$22.3K +190 +8%
FCB
1627
First Command Bank
Texas
$293K +$19.5K +167 +7%
FCFS
1628
First Command Financial Services
Texas
$293K +$19.5K +167 +7%
NP
1629
NorthRock Partners
Minnesota
$291K +$22K +188 +8%
EM
1630
Excalibur Management
Massachusetts
$290K – – –
LP
1631
LGL Partners
Pennsylvania
$289K – – –
CTA
1632
Chesley Taft & Associates
Illinois
$286K +$352 +3 +0.1%
RWA
1633
River Wealth Advisors
Pennsylvania
$285K +$8.2K +70 +3%
FFA
1634
Founders Financial Alliance
North Carolina
$283K +$140K +1,187 +99%
CFA
1635
CWS Financial Advisors
Michigan
$281K -$1.06K -9 -0.4%
EBSAM
1636
Eubel Brady & Suttman Asset Management
Ohio
$281K +$2.35K +20 +0.8%
OIA
1637
Optimum Investment Advisors
Illinois
$281K +$26.3K +225 +10%
RCS
1638
Retirement Capital Strategies
California
$280K – – –
CIA
1639
Compass Ion Advisors
Pennsylvania
$279K -$55.8K -476 -17%
HTHT
1640
Hemenway Trust Hemenway Trust
New Hampshire
$279K +$279K +2,382 New
MWPCG
1641
Measured Wealth Private Client Group
New Hampshire
$276K -$15.2K -130 -5%
PP
1642
Pacifica Partners
Canada
$276K – – –
CBT
1643
Capital Bank & Trust
California
$275K +$275K +2,345 New
AWA
1644
ARS Wealth Advisors
Florida
$273K +$29.4K +251 +12%
VCM
1645
Vigilant Capital Management
Maine
$272K -$142K -1,215 -34%
LWAC
1646
Laurel Wealth Advisors (California)
California
$272K +$6.91K +59 +3%
SAM
1647
Sequent Asset Management
Texas
$270K – – –
PBO
1648
Peoples Bank (Ohio)
Ohio
$269K -$15.8K -135 -6%
KLCM
1649
KG&L Capital Management
Louisiana
$269K +$37.3K +319 +16%
SFG
1650
Sunburst Financial Group
Alabama
$268K +$938 +8 +0.4%
64 65
66
67 68