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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 %
SWA
1776
Sax Wealth Advisors
New Jersey
$201K +$201K +1,700 New
SOW
1777
State of Wyoming
Wyoming
$201K +$201K +1,702 New
JWM
1778
Janiczek Wealth Management
Colorado
$198K +$47.6K +403 +32%
SPWG
1779
Sage Private Wealth Group
Illinois
$196K -$5.67K -48 -3%
VBCG
1780
Valley Brook Capital Group
Pennsylvania
$194K – – –
BAM
1781
Barrett Asset Management
New York
$193K – – –
SFSIG
1782
San Francisco Sentry Investment Group
California
$192K – – –
EIP
1783
Ellis Investment Partners
Pennsylvania
$184K +$472 +4 +0.3%
CA
1784
Centerpoint Advisors
Massachusetts
$184K +$829 +7 +0.5%
HWM
1785
HighMark Wealth Management
Minnesota
$183K -$1.18K -10 -0.6%
TLCM
1786
Twin Lakes Capital Management
California
$180K +$180K +1,527 New
HWMA
1787
Heritage Wealth Management (Arizona)
Arizona
$178K +$178K +1,508 New
LWP
1788
Lumature Wealth Partners
Georgia
$177K -$517K -4,373 -74%
CF
1789
Centaurus Financial
California
$173K +$12.5K +106 +8%
FHC
1790
First Horizon Corporation
Tennessee
$167K -$653K -5,540 -80%
RP
1791
Rowlandmiller & Partners
Georgia
$165K +$165K +1,393 New
GTAM
1792
Global Trust Asset Management
Florida
$163K – – –
LB
1793
Legacy Bridge
Iowa
$154K – – –
GWSG
1794
GPS Wealth Strategies Group
Colorado
$154K +$154K +1,312 New
ONST
1795
Old North State Trust
North Carolina
$150K – – –
NSB
1796
Norway Savings Bank
Maine
$143K – – –
MHR
1797
Matthew Hamilton Rosenberg
$141K +$19.1K +161 +16%
PSB
1798
Piscataqua Savings Bank
New Hampshire
$139K +$139K +1,172 New
RIM
1799
Rockbridge Investment Management
New York
$136K -$87.6K -740 -39%
LWM
1800
Liberty Wealth Management
California
$136K – – –
70 71
72
73 74