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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 %
FFM
2001
Fullerton Fund Management
Singapore
– -$501K -4,273 Closed
HPCM
2002
Hunter Perkins Capital Management
Illinois
– -$469K -4,000 Closed
YMRC
2003
Yorktown Management & Research Company
Virginia
– -$456K -3,890 Closed
TA
2004
Tiedemann Advisors
New York
– -$454K -3,871 Closed
AA
2005
AQR Arbitrage
Connecticut
– -$437K -3,773 Closed
WPC
2006
Waters Parkerson & Co
Louisiana
– -$429K -3,663 Closed
BWCS
2007
Beirne Wealth Consulting Services
Connecticut
– -$409K -3,471 Closed
BCM
2008
Buckhead Capital Management
Georgia
– -$368K -3,145 Closed
GSWM
2009
Golden State Wealth Management
California
– -$341K -2,912 Closed
CFG
2010
Cooper Financial Group
California
– -$333K -2,841 Closed
WP
2011
WMS Partners
Maryland
– -$331K -2,826 Closed
VHAM
2012
Van Hulzen Asset Management
California
– -$313K -2,676 Closed
SL
2013
Stevard LLC
Illinois
– -$299K -2,555 Closed
AWA
2014
ARS Wealth Advisors
Florida
– -$273K -2,333 Closed
SAM
2015
Sequent Asset Management
Texas
– -$270K -2,309 Closed
DTL
2016
Dynamic Technology Lab
Singapore
– -$268K -2,290 Closed
CCFCSB
2017
Cape Cod Five Cents Savings Bank
Massachusetts
– -$261K -2,230 Closed
RWA
2018
RGT Wealth Advisors
Texas
– -$244K -2,084 Closed
CIC
2019
Cornercap Investment Counsel
Georgia
– -$230K -2,025 Closed
CCG
2020
Ceeto Capital Group
Florida
– -$235K -2,000 Closed
CSM
2021
CAMG Solamere Management
North Carolina
– -$230K -1,960 Closed
ZIC
2022
ZWJ Investment Counsel
Georgia
– -$218K -1,860 Closed
VCM
2023
Vivaldi Capital Management
Illinois
– -$211K -1,800 Closed
MS
2024
Maven Securities
Jersey
– -$205K -1,751 Closed
AFP
2025
Ausdal Financial Partners
Iowa
– -$203K -1,736 Closed
79 80
81
82 83