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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 %
MA
1801
MCF Advisors
Kentucky
$100K +$3.38K +29 +3%
HFM
1802
Harvest Fund Management
China
$99K +$17.5K +150 +21%
AWM
1803
Accel Wealth Management
Iowa
$96K +$96K +823 New
EW
1804
Evoke Wealth
California
$94K -$54.7K -463 -37%
SIAP
1805
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K – – –
AP
1806
Atwood & Palmer
Missouri
$91K +$91K +775 New
NR
1807
Newfound Research
Massachusetts
$89K +$89K +758 New
EI
1808
Ellevest Inc
New York
$88K -$182K -1,557 -67%
EWA
1809
Evolution Wealth Advisors
Florida
$88K -$9.07K -77 -9%
SNT
1810
Security National Trust
West Virginia
$87K – – –
SFP
1811
Sterling Financial Planning
New Jersey
$86K +$86K +734 New
ACM
1812
AUA Capital Management
Pennsylvania
$85K -$234 -2 -0.3%
IA
1813
Inspire Advisors
Idaho
$84K +$84K +717 New
KFI
1814
Key Financial Inc
Pennsylvania
$83K +$83K +706 New
DWM
1815
Defined Wealth Management
Oregon
$83K +$83K +710 New
HCM
1816
Horrell Capital Management
Arkansas
$82K – – –
PG
1817
Proffitt & Goodson
Tennessee
$82K +$34.1K +292 +71%
O
1818
Ossiam
France
$82K +$62.8K +539 +327%
AFIA
1819
America First Investment Advisors
Nebraska
$81K – – –
EARNEST Partners
1820
EARNEST Partners
Georgia
$77K – – –
KFS
1821
Kelly Financial Services
Massachusetts
$76.7K +$117 +1 +0.2%
BSSFA
1822
Baron Silver Stevens Financial Advisors
Florida
$76K +$76K +657 New
FFC
1823
First Financial Corp
Indiana
$75K – – –
POIA
1824
Pin Oak Investment Advisors
Texas
$75K +$20.4K +174 +37%
HIM
1825
Hillsdale Investment Management
Ontario, Canada
$75K +$37.2K +320 +98%
71 72
73
74 75