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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 %
KFS
1701
Kelly Financial Services
Massachusetts
$71.3K +$227 +2 +0.3%
HIM
1702
Hillsdale Investment Management
Ontario, Canada
$71K +$4.58K +40 +7%
EWP
1703
Engrave Wealth Partners
Texas
$71K +$71K +632 New
ARMC
1704
American Research & Management Company
Massachusetts
$68K – – –
DI
1705
Disciplined Investments
Oklahoma
$68K +$68K +600 New
AWM
1706
AllSquare Wealth Management
New York
$61K – – –
GSC
1707
G&S Capital
Colorado
$61K +$10.9K +96 +22%
GI
1708
GS Investments
Minnesota
$57.4K +$10.3K +120 +22%
SAM
1709
S.A. Mason
Michigan
$57K +$57K +500 New
FMTCOCP
1710
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K +$1.58K +14 +3%
HWM
1711
Howard Wealth Management
Connecticut
$55K +$55K +488 New
CM
1712
Castleark Management
Illinois
$54K -$34.1M -303,270 -100%
CI
1713
CX Institutional
Indiana
$53K -$20.6K -183 -28%
POIA
1714
Pin Oak Investment Advisors
Texas
$53K – – –
LFASL
1715
Lugano Financial Advisors SA (LFA)
Switzerland
$53K +$53K +470 New
FA
1716
Fortis Advisors
Pennsylvania
$52K +$16.7K +146 +47%
RCA
1717
Ranch Capital Advisors
Florida
$51K +$51K +447 New
SNT
1718
Security National Trust
West Virginia
$50K – – –
SC
1719
Solstein Capital
California
$49K +$49K +429 New
WWM
1720
Willingdon Wealth Management
North Carolina
$48K – – –
GAM
1721
Gemmer Asset Management
California
$47K -$344 -3 -0.7%
PG
1722
Proffitt & Goodson
Tennessee
$47K – – –
LWA
1723
Lenox Wealth Advisors
New York
$47K +$13.4K +118 +40%
SA
1724
SRH Advisors
Kansas
$45K – – –
EWM
1725
EPG Wealth Management
Georgia
$45K +$45K +394 New
67 68
69
70 71