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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 %
GFS
1751
GYL Financial Synergies
Connecticut
$212K -$50.4K -426 -19%
AHB
1752
Abner Herrman & Brock
New Jersey
$212K -$1.54K -13 -0.7%
AWA
1753
Arkadios Wealth Advisors
Georgia
$212K +$16.2K +137 +8%
NIM
1754
Nicollet Investment Management
Minnesota
$212K +$212K +1,791 New
WAM
1755
WNY Asset Management
New York
$210K -$1.19K -10 -0.6%
ZAM
1756
Zevin Asset Management
Massachusetts
$210K – – –
NPF
1757
Norris Perne & French
Michigan
$210K +$210K +1,775 New
BL
1758
Balentine LLC
Georgia
$209K +$209K +1,769 New
MLL
1759
Moody Lynn & Lieberson
Massachusetts
$209K +$209K +1,771 New
AB
1760
Atlas Brown
Kentucky
$208K +$237 +2 +0.1%
MFG
1761
Menard Financial Group
Texas
$208K +$208K +1,761 New
AWM
1762
Altavista Wealth Management
North Carolina
$207K -$5.9K -50 -3%
BO
1763
BRR OpCo
Ohio
$207K +$207K +1,753 New
ADL
1764
Asset Dedication LLC
California
$206K -$225K -1,907 -52%
BAM
1765
Beaumont Asset Management
Texas
$205K -$47K -400 -19%
DPI
1766
Diversified Portfolios Inc
Michigan
$205K – – –
SNB
1767
Security National Bank
Nebraska
$205K +$205K +1,735 New
BWFA
1768
Baltimore-Washington Financial Advisors
Maryland
$205K +$205K +1,743 New
MFGP
1769
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204K -$31.3K -265 -13%
CHA
1770
Cooper/Haims Advisors
New York
$204K – – –
CBT
1771
Capital Bank & Trust
California
$203K -$73.9K -626 -27%
SAM
1772
Satovsky Asset Management
New York
$203K +$1.06K +9 +0.5%
CWA
1773
Canvas Wealth Advisors
Kansas
$203K +$203K +1,663 New
SFP
1774
Shepherd Financial Partners
Massachusetts
$203K +$203K +1,718 New
APA
1775
Allegiant Private Advisors
Florida
$201K -$15.4K -130 -7%
69 70
71
72 73