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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 %
TCMP
1626
Thrive Capital Management (Pennsylvania)
Pennsylvania
$302K +$302K +2,555 New
FCB
1627
First Command Bank
Texas
$301K +$5.43K +46 +2%
FCFS
1628
First Command Financial Services
Texas
$301K +$5.43K +46 +2%
FPFS
1629
First Personal Financial Services
North Carolina
$299K -$23.7K -200 -7%
HFAS
1630
Hummer Financial Advisory Services
Illinois
$298K +$45.4K +382 +18%
VWA
1631
Visionary Wealth Advisors
Illinois
$297K -$30.5K -258 -9%
SIG
1632
Sky Investment Group
Connecticut
$297K +$236 +2 +0.1%
GL
1633
Graypoint LLC
New York
$296K +$40.5K +343 +16%
HIP
1634
HUB Investment Partners
Texas
$296K +$296K +2,503 New
JIC
1635
Joel Isaacson & Co
New York
$294K +$294K +2,486 New
EM
1636
Excalibur Management
Massachusetts
$293K – – –
FMWA
1637
Forvis Mazars Wealth Advisors
Missouri
$292K -$1.42M -12,051 -83%
LP
1638
LGL Partners
Pennsylvania
$291K – – –
SAM
1639
SP Asset Management
California
$291K +$386 +3 +0.1%
SG
1640
StoneX Group
New York
$289K -$24.2K -204 -8%
BFC
1641
Blue Fin Capital
Rhode Island
$289K -$16.6K -141 -5%
LWA
1642
Lineweaver Wealth Advisors
Ohio
$289K +$42.1K +357 +17%
CFA
1643
CWS Financial Advisors
Michigan
$288K +$5.31K +45 +2%
CM
1644
Capula Management
Cayman Islands
$288K +$288K +2,434 New
PBO
1645
Peoples Bank (Ohio)
Ohio
$287K +$15.2K +129 +6%
PWA
1646
Phoenix Wealth Advisors
North Carolina
$286K +$64.4K +546 +29%
LOAME
1647
Lombard Odier Asset Management (Europe)
United Kingdom
$285K -$1.46M -12,386 -84%
CIA
1648
Compass Ion Advisors
Pennsylvania
$285K +$3.19K +27 +1%
AFG
1649
Alterity Financial Group
Maine
$285K +$285K +2,567 New
OIA
1650
Optimum Investment Advisors
Illinois
$284K – – –
64 65
66
67 68