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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 %
CICI
2001
Capital Investment Counsel Inc
North Carolina
– -$338K -3,250 Closed
SGA
2002
Strategic Global Advisors
California
– -$301K -2,901 Closed
WorldQuant Millennium Advisors
2003
WorldQuant Millennium Advisors
New York
– -$300K -2,889 Closed
NI
2004
Nuance Investments
Missouri
– -$278K -2,673 Closed
SCP
2005
Stamos Capital Partners
California
– -$260K -2,500 Closed
BBA
2006
Braun-Bostich & Associates
Pennsylvania
– -$257K -2,470 Closed
Jacobs Levy Equity Management
2007
Jacobs Levy Equity Management
New Jersey
– -$254K -2,448 Closed
GIM
2008
Goelzer Investment Management
Indiana
– -$236K -2,267 Closed
AW
2009
Alpha Windward
Massachusetts
– -$235K -2,264 Closed
BOTW
2010
Bank of the West
California
– -$223K -2,145 Closed
SW
2011
SlateStone Wealth
Florida
– -$219K -2,100 Closed
BIAS
2012
Beacon Investment Advisory Services
New Jersey
– -$216K -2,082 Closed
Financial Engines Advisors
2013
Financial Engines Advisors
California
– -$211K -2,022 Closed
WAM
2014
Wolverine Asset Management
Illinois
– -$166K -1,606 Closed
CG
2015
Cutler Group
California
– -$135K -1,300 Closed
WCG
2016
Weaver Consulting Group
California
– -$135K -1,295 Closed
AA
2017
Advisory Alpha
Michigan
– -$107K -1,014 Closed
AIM
2018
Arcadia Investment Management
Michigan
– -$94K -900 Closed
PCM
2019
Penserra Capital Management
California
– -$81K -780 Closed
NIM
2020
NuWave Investment Management
New Jersey
– -$62K -591 Closed
CPW
2021
Catalyst Private Wealth
California
– -$31K -300 Closed
SMG
2022
Spectrum Management Group
Indiana
– -$27K -263 Closed
BBL
2023
Beck Bode LLC
Massachusetts
– -$19K -182 Closed
AJ
2024
Ashburton (Jersey)
Jersey
– -$12K -109 Closed
TWP
2025
TFO Wealth Partners
Ohio
– -$10K -95 Closed
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