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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 %
FMP
1901
Financial Management Professionals
Texas
$18K +$1.97K +17 +12%
TIM
1902
Tortoise Investment Management
New York
$18K +$11.5K +97 +176%
WLPWM
1903
Walled Lake Planning & Wealth Management
Illinois
$15K -$4.72K -39 -24%
BWA
1904
Burt Wealth Advisors
Maryland
$15K -$1.07K -9 -7%
CWM
1905
Curi Wealth Management
North Carolina
$15K +$15K +131 New
TF
1906
TimeScale Financial
Massachusetts
$14K -$19.2K -163 -58%
NCM
1907
New Capital Management
Texas
$14K +$14K +117 New
RCA
1908
Ranch Capital Advisors
Florida
$13K – – –
PCA
1909
Providence Capital Advisors
North Carolina
$13K +$9.96K +82 +328%
AA
1910
AlphaMark Advisors
Kentucky
$12K – – –
DOA
1911
D'Orazio & Associates
Virginia
$12K – – –
AFS
1912
Annapolis Financial Services
Maryland
$12K +$12K +102 New
MFM
1913
MD Financial Management
Ontario, Canada
$12K +$12K +105 New
HF
1914
Halpern Financial
Virginia
$11.1K – – –
AA
1915
Addison Advisors
Vermont
$11K +$11K +95 New
CL
1916
COWA LLC
Oklahoma
$10K +$10K +84 New
TJHA
1917
Thomas J. Herzfeld Advisors
Florida
$9K – – –
CWA
1918
Core Wealth Advisors
Florida
$9K – – –
MAWCM
1919
Mine & Arao Wealth Creation & Management
California
$9K – – –
MF
1920
Manchester Financial
California
$8K – – –
SWM
1921
Sugarloaf Wealth Management
Georgia
$8K – – –
CFN
1922
Cordasco Financial Network
Florida
$7K – – –
HGWM
1923
Harvest Group Wealth Management
Massachusetts
$6K – – –
SSWG
1924
Seven Springs Wealth Group
Tennessee
$6K +$6K +48 New
FA
1925
Fortis Advisors
Pennsylvania
$6K +$6K +55 New
75 76
77
78 79