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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 %
GCA
1651
Greenwood Capital Associates
South Carolina
$283K -$42.5K -360 -13%
PP
1652
Pacifica Partners
Canada
$282K -$7.05K -59 -2%
RCS
1653
Retirement Capital Strategies
California
$282K – – –
AA
1654
Auxano Advisors
Washington
$282K +$38.9K +329 +16%
WA
1655
Waverly Advisors
Alabama
$282K +$282K +2,229 New
HTHT
1656
Hemenway Trust Hemenway Trust
New Hampshire
$281K – – –
KLCM
1657
KG&L Capital Management
Louisiana
$280K +$8.61K +73 +3%
RWB
1658
RMR Wealth Builders
New Jersey
$279K +$125K +1,061 +81%
MWPCG
1659
Measured Wealth Private Client Group
New Hampshire
$275K -$3.31K -28 -1%
DWM
1660
Dorchester Wealth Management
Quebec, Canada
$275K +$54.6K +463 +25%
WF
1661
WoodTrust Financial
Wisconsin
$274K +$21.4K +181 +8%
CG
1662
Corundum Group
Colorado
$273K +$9.45K +80 +4%
EFSCE
1663
Enterprise Financial Services Corp (EFSC)
Missouri
$270K +$6.99K +59 +3%
RBFC
1664
Roman Butler Fullerton & Co
Missouri
$270K +$9.07K +72 +3%
KWA
1665
KCS Wealth Advisory
California
$268K +$43.7K +369 +19%
ACM
1666
Aljian Capital Management
Nevada
$266K – – –
WAAG
1667
Wealth Alliance Advisory Group
Kansas
$265K – – –
GWAM
1668
Guardian Wealth Advisors (Minnesota)
Minnesota
$263K -$4.13K -35 -2%
RWA
1669
River Wealth Advisors
Pennsylvania
$262K -$25.4K -215 -9%
CWM
1670
Cabot Wealth Management
Massachusetts
$262K +$262K +2,215 New
FFA
1671
Fi3 Financial Advisors
Indiana
$260K +$260K +2,200 New
LC
1672
Lincoln Capital
Nebraska
$259K – – –
DA
1673
DSC Advisors
Illinois
$259K +$259K +2,193 New
HKIM
1674
Hayek Kallen Investment Management
Alabama
$258K – – –
SG
1675
Somerset Group
Minnesota
$258K – – –
65 66
67
68 69