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 %
BAM
1926
Bellevue Asset Management
Washington
$5K – – –
CIA
1927
CSat Investment Advisory
Michigan
$4K -$901K -6,985 -100%
CS
1928
Candriam SCA
Luxembourg
$4K -$757 -7 -16%
TFGT
1929
TS Financial Group (TSFG)
Illinois
$4K -$471 -4 -11%
RBC
1930
Roble Belko & Company
Pennsylvania
$4K – – –
GWMIA
1931
Global Wealth Management Investment Advisory
Florida
$4K +$1.05K +10 +36%
MIM
1932
Merrion Investment Management
New Jersey
$4K +$4K +31 New
TI
1933
tru Independence
Oregon
$3.54K +$403 +594 +13%
UFF
1934
USA Financial Formulas
Michigan
$3K -$261 -2 -8%
APC
1935
Aspire Private Capital
North Carolina
$3K – – –
NDSI
1936
Newman Dignan & Sheerar Inc
Rhode Island
$2.96K – – –
SFA
1937
Semmax Financial Advisors
North Carolina
$2K – – –
ADIM
1938
Alpha DNA Investment Management
Maryland
$2K +$2K +19 New
IPW
1939
IronBridge Private Wealth
Texas
$2K +$2K +20 New
MFA
1940
McClarren Financial Advisors
Pennsylvania
$2K +$2K +20 New
WIM
1941
Westside Investment Management
California
$1.47K -$61 -525 -4%
FI
1942
Fosun International
China
$1.46K +$116 +1,000 +9%
CBTWT
1943
Community Bank & Trust (Waco, Texas)
Texas
$1.24K +$158 +1,348 +15%
APWM
1944
Atlas Private Wealth Management
New York
$1K -$11.8K -142 -92%
RWG
1945
Regal Wealth Group
California
$1K – – –
TFA
1946
Transamerica Financial Advisors
Florida
$1K – – –
LWA
1947
Lowe Wealth Advisors
Maryland
$1K – – –
SWM
1948
Selective Wealth Management
Virginia
$1K – – –
MFT
1949
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +11 New
AIM
1950
Axiom Investment Management
New York
$328 +$56 +576 +20%
76 77
78
79 80