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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 %
PCA
2026
Personal Capital Advisors
California
– -$203K -1,735 Closed
AIM
2027
Acropolis Investment Management
Missouri
– -$115K -984 Closed
BWM
2028
Birchcreek Wealth Management
Ohio
– -$111K -950 Closed
AWG
2029
Altus Wealth Group
Colorado
– -$104K -886 Closed
NR
2030
Newfound Research
Massachusetts
– -$89K -758 Closed
IA
2031
Inspire Advisors
Idaho
– -$84K -717 Closed
DWM
2032
Defined Wealth Management
Oregon
– -$83K -710 Closed
BSSFA
2033
Baron Silver Stevens Financial Advisors
Florida
– -$76K -657 Closed
HIM
2034
Hillsdale Investment Management
Ontario, Canada
– -$75K -645 Closed
PS
2035
Planned Solutions
California
– -$71K -610 Closed
GM
2036
GeoWealth Management
Illinois
– -$63K -543 Closed
FFG
2037
Fortem Financial Group
California
– -$50K -423 Closed
Loomis, Sayles & Company
2038
Loomis, Sayles & Company
Massachusetts
– -$34K -290 Closed
BBHBI
2039
B, B, H, & B Inc
Alabama
– -$29K -248 Closed
D
2040
Diversified
Delaware
– -$25K -238 Closed
SIAG
2041
Safeguard Investment Advisory Group
California
– -$26K -228 Closed
VCG
2042
Vantage Consulting Group
Virginia
– -$26K -221 Closed
FWM
2043
FSA Wealth Management
Massachusetts
– -$23K -200 Closed
CWM
2044
Curi Wealth Management
North Carolina
– -$15K -131 Closed
BWA
2045
Burt Wealth Advisors
Maryland
– -$15K -126 Closed
NCM
2046
New Capital Management
Texas
– -$14K -117 Closed
CL
2047
COWA LLC
Oklahoma
– -$10K -84 Closed
HGWM
2048
Harvest Group Wealth Management
Massachusetts
– -$6K -50 Closed
SSWG
2049
Seven Springs Wealth Group
Tennessee
– -$6K -48 Closed
GWMIA
2050
Global Wealth Management Investment Advisory
Florida
– -$4K -38 Closed
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