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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 %
EWM
1701
Endurance Wealth Management
Rhode Island
$233K -$11K -94 -5%
MFGP
1702
Marshall Financial Group (Pennsylvania)
Pennsylvania
$233K – – –
CBT
1703
Central Bank & Trust
Kentucky
$232K -$6.08K -52 -3%
PFA
1704
Paradigm Financial Advisors
Missouri
$232K – – –
CSM
1705
CAMG Solamere Management
North Carolina
$230K -$1.75M -14,955 -88%
UF
1706
Univest Financial
Pennsylvania
$230K -$57.6K -492 -20%
CIC
1707
Cornercap Investment Counsel
Georgia
$230K -$2.39K -21 -1%
LPIC
1708
LeJeune Puetz Investment Counsel
Michigan
$230K – – –
PWM
1709
PBMares Wealth Management
Virginia
$230K – – –
RI
1710
Redwood Investments
Massachusetts
$229K -$10.3K -88 -4%
LA
1711
LexAurum Advisors
Kansas
$225K -$11.3K -96 -5%
LCM
1712
LVM Capital Management
Michigan
$224K +$224K +1,912 New
P
1713
Palladiem
Pennsylvania
$223K +$223K +1,900 New
AC
1714
Alexandria Capital
Virginia
$223K +$223K +1,902 New
WA
1715
WealthTrust Axiom
Pennsylvania
$223K +$223K +1,910 New
KWA
1716
KCS Wealth Advisory
California
$222K -$3.04K -26 -1%
LNWTC
1717
Laird Norton Wetherby Trust Company
Washington
$222K +$222K +1,896 New
CAM
1718
Cozad Asset Management
Illinois
$221K -$130K -1,108 -37%
RIM
1719
Rockbridge Investment Management
New York
$221K +$95.2K +814 +76%
AIA
1720
Armor Investment Advisors
North Carolina
$221K +$221K +1,890 New
PWA
1721
Phoenix Wealth Advisors
North Carolina
$220K +$220K +1,877 New
SIC
1722
Salem Investment Counselors
North Carolina
$219K +$35K +299 +19%
DWM
1723
Dorchester Wealth Management
Quebec, Canada
$219K +$219K +1,867 New
ZIC
1724
ZWJ Investment Counsel
Georgia
$218K +$218K +1,860 New
NC
1725
NinePointTwo Capital
California
$218K +$218K +1,862 New
67 68
69
70 71