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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
CPA
1576
Capital Planning Advisors
California
$326K -$42K -415 -10%
CBFP
1577
Cedar Brook Financial Partners
Ohio
$326K -$10.3K -102 -3%
SB
1578
Sunflower Bank
Texas
$325K -$307K -3,028 -46%
TFO
1579
Tarbox Family Office
California
$325K -$73.2K -722 -17%
FMWA
1580
Forvis Mazars Wealth Advisors
Missouri
$325K +$118K +1,166 +47%
WFS
1581
Widmann Financial Services
Maryland
$323K
JGIA
1582
Jackson Grant Investment Advisers
Connecticut
$323K +$6.59K +65 +2%
Q
1583
QVR
California
$323K +$365K +3,600 New
JA
1584
JVL Associates
Michigan
$322K -$16.9K -167 -4%
HPWM
1585
Highland Private Wealth Management
Washington
$321K -$100K -990 -22%
CW
1586
CreativeOne Wealth
Kansas
$320K -$101K -992 -22%
CFA
1587
CWS Financial Advisors
Michigan
$319K +$91.8K +906 +34%
FWA
1588
FSM Wealth Advisors
Ohio
$316K +$342K +3,372 New
MIAS
1589
Mason Investment Advisory Services
Virginia
$316K -$1.16M -11,440 -76%
HC
1590
Hendley & Co
Ohio
$315K -$5.07K -50 -1%
ACM
1591
Alethea Capital Management
Washington
$314K -$698K -6,889 -66%
PIA
1592
Pinion Investment Advisors
Kansas
$314K -$114K -1,121 -24%
AA
1593
ACT Advisors
North Carolina
$314K -$68.3K -674 -16%
CPIG
1594
Chicago Partners Investment Group
Illinois
$314K -$14.5K -143 -4%
CWP
1595
CFM Wealth Partners
Texas
$311K -$14.9K -147 -4%
CI
1596
CX Institutional
Indiana
$310K +$33.6K +332 +11%
IIM
1597
InTrack Investment Management
Vermont
$310K +$34.1K +337 +11%
CP
1598
Covenant Partners
Tennessee
$310K +$350K +3,450 New
TFCP
1599
Twin Focus Capital Partners
Massachusetts
$309K -$10.4K -103 -3%
SFS
1600
Summit Financial Strategies
Ohio
$309K -$10.1K -100 -3%