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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 %
3F
1676
360 Financial
Minnesota
$257K +$592 +5 +0.2%
MFG
1677
MidWestOne Financial Group
Iowa
$256K -$486K -4,106 -65%
CYG
1678
Clean Yield Group
Vermont
$256K -$131K -1,110 -34%
SP
1679
Successful Portfolios
Florida
$256K +$256K +2,164 New
RFA
1680
Reilly Financial Advisors
California
$255K -$133K -1,130 -34%
HR
1681
Hayden Royal
North Carolina
$255K -$1.31K -11 -0.5%
AWP
1682
Abacus Wealth Partners
California
$254K -$473 -4 -0.2%
KMWM
1683
Keudell/Morrison Wealth Management
Oregon
$254K -$15K -127 -6%
SIC
1684
Shoker Investment Counsel
Ohio
$252K – – –
GLLW
1685
Graves Light Lenhart Wealth
Virginia
$252K +$2.48K +21 +1%
XF
1686
XML Financial
Maryland
$251K +$118 +1 +0%
T
1687
TRUADVICE
Florida
$251K +$251K +1,905 New
VCM
1688
Vigilant Capital Management
Maine
$250K -$24.6K -208 -9%
FCA
1689
FLC Capital Advisors
California
$250K – – –
CAM
1690
Cozad Asset Management
Illinois
$249K +$25.6K +216 +11%
CI
1691
CX Institutional
Indiana
$249K +$41.5K +351 +20%
WG
1692
Welch Group
Alabama
$248K +$44.3K +375 +22%
BMO
1693
Beck Mack & Oliver
New York
$247K – – –
UF
1694
Univest Financial
Pennsylvania
$247K +$14.9K +126 +6%
WR
1695
WD Rutherford
Oregon
$247K +$32.5K +275 +15%
SMA
1696
Sage Mountain Advisors
Georgia
$247K +$247K +2,088 New
TFCP
1697
Twin Focus Capital Partners
Massachusetts
$245K +$590 +5 +0.2%
WW
1698
Westshore Wealth
California
$244K +$244K +2,063 New
SWMP
1699
Signature Wealth Management Partners
New Jersey
$243K – – –
GI
1700
Glovista Investments
New Jersey
$242K – – –
66 67
68
69 70