MDT icon

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 %
GI
1851
GS Investments
Minnesota
$65K – – –
AWM
1852
AllSquare Wealth Management
New York
$63K – – –
LWA
1853
Lenox Wealth Advisors
New York
$63K +$5.31K +45 +9%
TFM
1854
TFC Financial Management
Massachusetts
$63K +$18.5K +157 +41%
EC
1855
Estate Counselors
Wisconsin
$60K – – –
ACA
1856
Atlas Capital Advisors
Wyoming
$59.1K +$59.1K +500 New
Bank Julius Baer & Co
1857
Bank Julius Baer & Co
Switzerland
$59K -$269K -2,268 -82%
SAM
1858
S.A. Mason
Michigan
$59K – – –
HI
1859
Hoey Investments
Pennsylvania
$59K – – –
GCM
1860
Gables Capital Management
Florida
$57K – – –
CM
1861
Castleark Management
Illinois
$57K – – –
GIA
1862
Goodwin Investment Advisory
Georgia
$57K +$57K +481 New
Nisa Investment Advisors
1863
Nisa Investment Advisors
Missouri
$55.9K -$1.69K -14,340 -3%
MAM
1864
McCarthy Asset Management
California
$53K – – –
SWA
1865
SOA Wealth Advisors
New York
$53K +$11.2K +96 +27%
SWP
1866
ShoreHaven Wealth Partners
New Jersey
$53K +$17.5K +146 +49%
TCM
1867
Tradewinds Capital Management
Washington
$52K – – –
NICM
1868
Neo Ivy Capital Management
New York
$52K +$52K +442 New
DI
1869
Disciplined Investments
Oklahoma
$51K – – –
AIG
1870
American International Group
New York
$48.7K -$4.2K -35,520 -8%
FBT
1871
First Bank & Trust
South Dakota
$47K -$26.2K -223 -36%
SA
1872
SRH Advisors
Kansas
$47K – – –
APWA
1873
Atlas Private Wealth Advisors
New Jersey
$47K +$19.9K +170 +74%
HFA
1874
HC Financial Advisors
California
$45K – – –
GSAM
1875
Grant Street Asset Management
Pennsylvania
$45K – – –
73 74
75
76 77