MDT icon

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 %
HR
1851
Howe & Rusling
New York
$49K -$2.81K -24 -5%
Q
1852
QVR
California
$48K +$48K +411 New
FCMT
1853
Founders Capital Management (Texas)
Texas
$48K +$48K +450 New
SA
1854
SRH Advisors
Kansas
$47K – – –
ST
1855
Sageworth Trust
Pennsylvania
$47K +$29.3K +248 +165%
TAM
1856
Tucker Asset Management
Colorado
$46.9K +$46.9K +400 New
HFA
1857
HC Financial Advisors
California
$45K – – –
GSAM
1858
Grant Street Asset Management
Pennsylvania
$45K +$45K +382 New
TFM
1859
TFC Financial Management
Massachusetts
$44K – – –
CAGAS
1860
Capital Advisory Group Advisory Services
Minnesota
$43K +$2.01K +17 +5%
DWP
1861
Destiny Wealth Partners
Florida
$42K +$42K +358 New
SWA
1862
SOA Wealth Advisors
New York
$42K +$42K +360 New
LFG
1863
Larson Financial Group
Missouri
$41K +$32K +276 +354%
RG
1864
Retirement Group
California
$40K -$13.9K -112 -26%
TC
1865
Trust Company
Kansas
$40K +$5.5K +47 +16%
VCM
1866
Versant Capital Management
Arizona
$39K +$11.2K +97 +40%
CWA
1867
Clearview Wealth Advisors
Oregon
$38K +$38K +324 New
KC
1868
Knuff & Co
California
$37K – – –
CFG
1869
CKW Financial Group
Hawaii
$35K -$11.7K -100 -25%
SFPG
1870
Stonebridge Financial Planning Group
Florida
$35K – – –
BII
1871
Bainco International Investors
Massachusetts
$35K +$35K +296 New
SWP
1872
ShoreHaven Wealth Partners
New Jersey
$35K +$35K +297 New
Loomis, Sayles & Company
1873
Loomis, Sayles & Company
Massachusetts
$34K -$2.93K -25 -8%
BC
1874
Barnett & Company
Tennessee
$34K – – –
RIA
1875
RPG Investment Advisory
California
$34K – – –
73 74
75
76 77