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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
RWA
1601
Ropes Wealth Advisors
Massachusetts
$308K +$203 +2 +0.1%
AIA
1602
Angeles Investment Advisors
California
$307K
CFFP
1603
Center for Financial Planning
Michigan
$307K +$11.9K +117 +4%
PCM
1604
Perritt Capital Management
Illinois
$305K +$8K +79 +2%
NHC
1605
Nicholas Hoffman & Company
Georgia
$304K -$90.8K -896 -21%
RIM
1606
Regent Investment Management
Kentucky
$304K -$77.7K -767 -18%
ONSWM
1607
Old North State Wealth Management
North Carolina
$304K +$94.9K +937 +38%
RWB
1608
RMR Wealth Builders
New Jersey
$300K +$101 +1 +0%
CAM
1609
Carret Asset Management
New York
$300K +$3.04K +30 +0.9%
LFG
1610
Leverty Financial Group
Wisconsin
$299K
WBCM
1611
Wilson & Boucher Capital Management
California
$297K -$3.34K -33 -1%
VT
1612
Vise Technologies
New York
$296K +$121K +1,192 +57%
HCP
1613
Holt Capital Partners
Texas
$295K -$877K -8,653 -72%
TTWM
1614
TCV Trust & Wealth Management
Virginia
$295K +$12.1K +119 +4%
KWM
1615
Kolinsky Wealth Management
New Jersey
$294K +$12.5K +123 +4%
SAM
1616
Seelaus Asset Management
New Jersey
$294K +$30.2K +298 +10%
Cohen & Steers
1617
Cohen & Steers
New York
$293K +$8.51K +84 +3%
ESB
1618
Essex Savings Bank
Connecticut
$292K +$2.94K +29 +0.9%
AGP
1619
Autumn Glory Partners
Texas
$291K -$959K -9,469 -75%
LWM
1620
Laidlaw Wealth Management
New York
$291K -$32.2K -318 -9%
WFI
1621
West Family Investments
California
$290K -$207K -2,047 -39%
NWM
1622
Northcape Wealth Management
New York
$289K -$767K -7,569 -70%
ZIG
1623
Zullo Investment Group
Pennsylvania
$289K -$9.02K -89 -3%
GFP
1624
Gryphon Financial Partners
Ohio
$289K +$9.73K +96 +3%
AL
1625
Aspiriant LLC
California
$289K +$115K +1,136 +55%