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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 %
BCP
1701
Berkeley Capital Partners
Georgia
$242K – – –
PWM
1702
Prentice Wealth Management
New York
$242K +$242K +2,050 New
PWM
1703
Palumbo Wealth Management
New York
$241K -$4.01K -34 -2%
WA
1704
WealthTrust Axiom
Pennsylvania
$240K +$14.7K +125 +7%
SAM
1705
Secure Asset Management
Michigan
$239K +$1.06K +9 +0.4%
EWM
1706
Endurance Wealth Management
Rhode Island
$239K +$4.01K +34 +2%
MWM
1707
Modera Wealth Management
New Jersey
$238K -$124K -1,045 -34%
AIL
1708
AGF Investments LLC
Ontario, Canada
$238K -$110K -936 -32%
SDWMA
1709
Schneider Downs Wealth Management Advisors
Pennsylvania
$238K -$60.2K -509 -20%
HFA
1710
High Falls Advisors
New York
$238K -$11K -93 -4%
APW
1711
Austin Private Wealth
Texas
$238K -$1.77K -15 -0.7%
LCM
1712
LVM Capital Management
Michigan
$238K +$11.8K +100 +5%
VWA
1713
V Wealth Advisors
Kansas
$237K -$14.1K -120 -6%
CC
1714
Chicago Capital
Illinois
$236K -$6.49K -55 -3%
SPIO
1715
Seven Post Investment Office
California
$236K -$1.77K -15 -0.7%
EB
1716
Eastern Bank
Massachusetts
$236K +$23.7K +201 +11%
ARTA
1717
A.R.T. Advisors
New York
$236K +$236K +2,000 New
TYCC
1718
Texas Yale Capital Corp
Florida
$236K +$236K +2,002 New
CDH
1719
Charles D. Hyman
$235K -$6.38K -54 -3%
SIC
1720
Salem Investment Counselors
North Carolina
$235K +$14.2K +120 +6%
ALAM
1721
Asahi Life Asset Management
Japan
$234K -$151K -1,280 -39%
CBT
1722
Central Bank & Trust
Kentucky
$234K -$710 -6 -0.3%
PFA
1723
Paradigm Financial Advisors
Missouri
$234K – – –
LSA
1724
Lion Street Advisors
Texas
$234K +$234K +1,973 New
ATIA
1725
American Trust Investment Advisors
New Hampshire
$232K -$183K -1,545 -44%
67 68
69
70 71