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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 %
LPIC
1726
LeJeune Puetz Investment Counsel
Michigan
$232K – – –
PWM
1727
PBMares Wealth Management
Virginia
$232K – – –
RI
1728
Redwood Investments
Massachusetts
$231K – – –
PMFA
1729
Plante Moran Financial Advisors
Michigan
$231K +$54.9K +464 +31%
SBSB
1730
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K -$71K -600 -24%
KPW
1731
Kore Private Wealth
New York
$229K -$36.1K -306 -14%
OFS
1732
OneAscent Financial Services
Alabama
$229K +$17.8K +151 +8%
LA
1733
LexAurum Advisors
Kansas
$227K +$472 +4 +0.2%
CG
1734
CFO4Life Group
Texas
$227K +$23.8K +202 +12%
AC
1735
Alexandria Capital
Virginia
$225K +$354 +3 +0.2%
P
1736
Palladiem
Pennsylvania
$224K – – –
CS
1737
Cannell & Spears
New York
$223K -$14.5K -123 -6%
AIA
1738
Armor Investment Advisors
North Carolina
$223K – – –
JG
1739
Jefferies Group
New York
$223K -$29.1K -246 -12%
LNWTC
1740
Laird Norton Wetherby Trust Company
Washington
$222K – – –
FAM
1741
Formidable Asset Management
Ohio
$222K +$1.66K +14 +0.8%
OBWG
1742
Onyx Bridge Wealth Group
New York
$222K +$222K +1,883 New
CSPIA
1743
Cary Street Partners Investment Advisory
Virginia
$221K -$496K -4,191 -69%
NC
1744
NinePointTwo Capital
California
$219K – – –
SIGI
1745
Susquehanna International Group (Ireland)
Ireland
$218K +$218K +1,849 New
PP
1746
PDS Planning
Ohio
$217K +$10.4K +88 +5%
JAG
1747
Journey Advisory Group
Kentucky
$216K -$2.95K -25 -1%
CWM
1748
Circle Wealth Management
New Jersey
$216K – – –
SW
1749
StrongBox Wealth
Missouri
$216K +$4.97K +42 +2%
OMC
1750
Overbrook Management Corp
New York
$213K -$87.2K -737 -29%
68 69
70
71 72