We are live on ! Find out more
MDT icon

Medtronic

2,021 hedge funds and large institutions have $95.6B invested in Medtronic in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 855 increasing their positions, 807 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $943M | Put options by funds: $494M

6% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 807

0.15% less ownership

Funds ownership: 80.74%80.59% (-0.15%)

4% less funds holding

Funds holding: 2,1012,021 (-80)

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

32% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 167

42% less capital invested

Capital invested by funds: $165B → $95.6B (-$69.1B)

Holders
2,021
Holders Change
-80
Holders Change %
-3.81%
% of All Funds
34.05%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.54%
New
114
Increased
855
Reduced
807
Closed
167
Calls
$943M
Puts
$494M
Net Calls
+$450M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
801
Harrell Investment Partners
Texas
$2.23M +$108K +1,062 +4%
FTDI
802
First Trust Direct Indexing
Massachusetts
$2.22M -$83.2K -821 -3%
PFO
803
Pathstone Family Office
New Jersey
$2.22M +$418K +4,127 +20%
LA
804
Legacy Advisors
Pennsylvania
$2.21M +$224K +2,215 +10%
AWM
805
Apollon Wealth Management
South Carolina
$2.21M +$230K +2,271 +10%
BBHC
806
Brown Brothers Harriman & Co
New York
$2.2M -$587K -5,792 -19%
AIP
807
Ameritas Investment Partners
Nebraska
$2.19M -$35.2K -347 -1%
H
808
HoyleCohen
California
$2.18M -$7.6K -75 -0.3%
DR
809
Davis Rea
Ontario, Canada
$2.18M +$237K +2,340 +11%
GAG
810
Goodman Advisory Group
Massachusetts
$2.18M +$2.46M +24,256 New
VVP
811
Venture Visionary Partners
Ohio
$2.17M +$9.32K +92 +0.4%
BC
812
Blackhill Capital
New Jersey
$2.17M
BA
813
Bristlecone Advisors
Washington
$2.16M +$120K +1,187 +5%
MWM
814
Mattern Wealth Management
Kansas
$2.15M +$26K +257 +1%
LWIC
815
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.15M +$888K +8,764 +89%
LNWWM
816
Laird Norton Wetherby Wealth Management
California
$2.14M -$279K -2,750 -10%
NEAM
817
New England Asset Management
Connecticut
$2.14M +$192K +1,896 +9%
CS
818
Comerica Securities
Michigan
$2.14M -$502K -4,953 -17%
SA
819
Sicart Associates
New York
$2.12M +$96.6K +953 +4%
LI
820
LMCG Investments
Massachusetts
$2.12M -$93.4K -922 -4%
NDSI
821
Newman Dignan & Sheerar Inc
Rhode Island
$2.12M +$10.1K +100 +0.4%
MGP
822
Metis Global Partners
California
$2.11M +$235K +2,322 +11%
FLPIM
823
F.L. Putnam Investment Management
Massachusetts
$2.11M -$42.5K -419 -2%
NW
824
NewEdge Wealth
Pennsylvania
$2.1M +$1.37M +13,521 +137%
AF
825
Allworth Financial
California
$2.1M +$138K +1,363 +6%