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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 %
LWM
1801
Liberty Wealth Management
California
$136K – – –
PSIWM
1802
Paradigm Strategies in Wealth Management
Minnesota
$136K +$136K +1,148 New
BFC
1803
Bedel Financial Consulting
Indiana
$135K +$2.49K +21 +2%
MGIM
1804
M&G Investment Management
United Kingdom
$132K -$7.66K -64,951 -5%
DWA
1805
Dougherty Wealth Advisers
Minnesota
$130K – – –
BCM
1806
Blume Capital Management
California
$130K +$130K +1,100 New
GAM
1807
Grandview Asset Management
Pennsylvania
$130K +$130K +1,103 New
DMK
1808
David M. Knott
$124K – – –
IRC
1809
Investors Research Corp
Georgia
$122K – – –
ACM
1810
Allred Capital Management
Texas
$121K +$121K +1,026 New
TAIM
1811
TD Ameritrade Investment Management
Nebraska
$121K – – –
M
1812
MOTCO
Texas
$119K -$15.5K -131 -12%
PCIA
1813
Prime Capital Investment Advisors
Kansas
$119K -$11.5K -97 -9%
MAM
1814
Magellan Asset Management
Australia
$119K +$47.1K +399 +65%
WFA
1815
West Financial Advisors
Iowa
$118K – – –
EWA
1816
Evolution Wealth Advisors
Florida
$116K +$27.8K +236 +32%
CAM
1817
Costello Asset Management
Pennsylvania
$115K -$8.89K -75 -7%
BWM
1818
Baystate Wealth Management
Massachusetts
$111K +$8.88K +75 +9%
SIAP
1819
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K +$14.2K +120 +15%
SIMG
1820
Stephens Investment Management Group
Texas
$107K – – –
PCH
1821
PGIM Custom Harvest
New Jersey
$107K – – –
IBOK
1822
Independence Bank of Kentucky
Kentucky
$102K -$8.84K -75 -8%
TSW
1823
Thompson Siegel & Walmsley
Virginia
$101K -$51K -433 -34%
ME
1824
McIlrath & Eck
Washington
$101K -$41.2K -350 -29%
MA
1825
MCF Advisors
Kentucky
$101K – – –
71 72
73
74 75