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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 %
JAG
1726
Journey Advisory Group
Kentucky
$217K +$217K +1,853 New
FAM
1727
Formidable Asset Management
Ohio
$217K +$217K +1,862 New
APA
1728
Allegiant Private Advisors
Florida
$215K +$215K +1,832 New
FIA
1729
Foundations Investment Advisors
Arizona
$214K +$214K +1,790 New
CW
1730
CreativeOne Wealth
Kansas
$214K +$214K +1,825 New
CWM
1731
Circle Wealth Management
New Jersey
$214K +$214K +1,826 New
AHB
1732
Abner Herrman & Brock
New Jersey
$212K +$212K +1,809 New
OWP
1733
Obermeyer Wealth Partners
Colorado
$212K +$212K +1,810 New
WR
1734
WD Rutherford
Oregon
$212K +$212K +1,812 New
OFS
1735
OneAscent Financial Services
Alabama
$211K -$283K -2,403 -57%
VCM
1736
Vivaldi Capital Management
Illinois
$211K – – –
BCM
1737
Bayesian Capital Management
New York
$211K +$211K +1,800 New
AWM
1738
Altavista Wealth Management
North Carolina
$211K +$211K +1,805 New
EB
1739
Eastern Bank
Massachusetts
$210K +$210K +1,799 New
SW
1740
StrongBox Wealth
Missouri
$209K -$140K -1,192 -40%
WAM
1741
WNY Asset Management
New York
$209K +$209K +1,772 New
AL
1742
ADE LLC
Maryland
$209K +$209K +1,780 New
ZAM
1743
Zevin Asset Management
Massachusetts
$208K +$208K +1,776 New
AB
1744
Atlas Brown
Kentucky
$206K -$58.4K -498 -22%
CI
1745
CX Institutional
Indiana
$205K +$46.1K +394 +29%
MS
1746
Maven Securities
Jersey
$205K +$205K +1,751 New
PP
1747
PDS Planning
Ohio
$205K +$205K +1,752 New
CHA
1748
Cooper/Haims Advisors
New York
$203K +$203K +1,731 New
DPI
1749
Diversified Portfolios Inc
Michigan
$203K +$203K +1,734 New
PCA
1750
Personal Capital Advisors
California
$203K +$203K +1,735 New
68 69
70
71 72