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Medtronic

1,981 hedge funds and large institutions have $87.9B invested in Medtronic in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 986 increasing their positions, 619 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,981
Holders Change
+28
Holders Change %
+1.43%
% of All Funds
31.71%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.43%
New
184
Increased
986
Reduced
619
Closed
118
Calls
$666M
Puts
$555M
Net Calls
+$112M
Net Calls Change
-$265M
Name Holding Trade Value Shares
Change
Shares
Change %
GHAM
676
Gilman Hill Asset Management
Connecticut
$3M +$1.51M +18,790 +102%
IF
677
Intrua Financial
Texas
$2.98M +$1.73M +19,430 +138%
MPM
678
Meritage Portfolio Management
Kansas
$2.98M +$103K +1,278 +4%
WKWM
679
Walter & Keenan Wealth Management
Indiana
$2.95M +$30.3K +376 +1%
PWW
680
Pettyjohn Wood & White
Virginia
$2.95M -$4.92K -61 -0.2%
CAC
681
Core Alternative Capital
Georgia
$2.94M +$1.99M +24,667 +209%
FPGT
682
Financial Partners Group (Tennessee)
Tennessee
$2.94M +$16.5K +205 +0.6%
AJ
683
Ashburton (Jersey)
Jersey
$2.93M +$2.43M +3,272 +488%
AAM
684
Augustine Asset Management
Florida
$2.92M -$25.4K -315 -0.9%
SWA
685
SFMG Wealth Advisors
Texas
$2.91M +$238K +2,952 +9%
BIC
686
Beach Investment Counsel
Pennsylvania
$2.9M +$19.8K +246 +0.7%
VIM
687
VELA Investment Management
Ohio
$2.89M +$874K +10,835 +43%
SAM
688
Synergy Asset Management
Washington
$2.88M -$28.2K -350 -1%
FM
689
Family Management
New York
$2.87M +$56.4K +699 +2%
FAP
690
Financial Advisory Partners
Florida
$2.85M -$6.13K -76 -0.2%
FFA
691
First Foundation Advisors
California
$2.85M -$1.23M -15,287 -30%
CTI
692
Community Trust & Investment
Kentucky
$2.84M +$518K +6,420 +22%
FA
693
Financial Advantage
Maryland
$2.84M +$91.3K +1,132 +3%
LSPW
694
Lake Street Private Wealth
Illinois
$2.82M +$1.76M +21,872 +167%
CI
695
Conning Inc
Connecticut
$2.8M -$85.9K -1,066 -3%
IWC
696
Integrated Wealth Concepts
Massachusetts
$2.8M +$1.93M +23,942 +222%
OCA
697
Otter Creek Advisors
Florida
$2.8M +$2.8M +34,700 New
LWP
698
LMG Wealth Partners
Louisiana
$2.8M +$281K +3,489 +11%
HPC
699
HM Payson & Co
Maine
$2.79M -$80.3K -996 -3%
PCTC
700
Perkins Coie Trust Company
Washington
$2.79M +$138K +1,712 +5%