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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 %
FBT
1826
First Bank & Trust
South Dakota
$73K +$10.9K +93 +18%
RA
1827
Reby Advisors
Connecticut
$73K +$73K +621 New
PS
1828
Planned Solutions
California
$71K – – –
MAM
1829
Magellan Asset Management
Australia
$71K +$71K +610 New
ICM
1830
Islay Capital Management
Texas
$70K – – –
NG
1831
NWK Group
California
$70K – – –
OIS
1832
Okabena Investment Services
Minnesota
$70K – – –
SWA
1833
Sutton Wealth Advisors
Florida
$68.6K +$4.57K +39 +7%
GI
1834
GS Investments
Minnesota
$64K – – –
FFA
1835
Freedman Financial Associates
Massachusetts
$64K +$64K +549 New
AWM
1836
AllSquare Wealth Management
New York
$63K -$36.2K -307 -37%
GM
1837
GeoWealth Management
Illinois
$63K +$63K +543 New
HI
1838
Hoey Investments
Pennsylvania
$59K – – –
SAM
1839
S.A. Mason
Michigan
$59K – – –
EC
1840
Estate Counselors
Wisconsin
$59K +$59K +506 New
LWA
1841
Lenox Wealth Advisors
New York
$57K +$933 +8 +2%
GCM
1842
Gables Capital Management
Florida
$56K – – –
CM
1843
Castleark Management
Illinois
$56K – – –
FMTCOCP
1844
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K – – –
SIS
1845
Sound Income Strategies
Florida
$55K +$116 +1 +0.2%
MAM
1846
McCarthy Asset Management
California
$53K +$53K +450 New
AIG
1847
American International Group
New York
$52.5K -$1.89K -16,131 -3%
TCM
1848
Tradewinds Capital Management
Washington
$51K – – –
DI
1849
Disciplined Investments
Oklahoma
$51K – – –
FFG
1850
Fortem Financial Group
California
$50K +$50K +423 New
72 73
74
75 76