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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
LIA
1651
LBMC Investment Advisors
Tennessee
$274K +$405 +4 +0.1%
QPWM
1652
Quadrant Private Wealth Management
Pennsylvania
$274K +$32.7K +323 +12%
TSWM
1653
Tyler-Stone Wealth Management
Ohio
$273K +$101 +1 +0%
ECM
1654
Everence Capital Management
Indiana
$273K +$308K +3,040 New
CBT
1655
CoreFirst Bank & Trust
Kansas
$272K +$10.1K +100 +3%
P
1656
&Partners
Tennessee
$272K +$76.1K +751 +33%
CDH
1657
Charles D. Hyman
$269K +$101K +1,000 +50%
PB
1658
Pinnacle Bancorp
Nebraska
$268K
IFWM
1659
Institute for Wealth Management
Colorado
$267K
RBCM
1660
Raub Brock Capital Management
California
$267K
MS
1661
Maven Securities
Jersey
$267K +$43.3K +427 +17%
DAM
1662
Delta Asset Management
Tennessee
$266K -$14.9K -147 -5%
HWMG
1663
Hurlow Wealth Management Group
Indiana
$266K
BBW
1664
Blue Barn Wealth
Utah
$266K +$709 +7 +0.2%
DS
1665
DRW Securities
Illinois
$265K -$96.5K -952 -24%
VWM
1666
Vigilare Wealth Management
Arizona
$263K +$296K +2,925 New
LPIC
1667
LeJeune Puetz Investment Counsel
Michigan
$262K
SCM
1668
SOL Capital Management
Maryland
$262K
AWA
1669
Arkadios Wealth Advisors
Georgia
$262K +$52K +513 +21%
3F
1670
360 Financial
Minnesota
$261K -$3.65K -36 -1%
HJIM
1671
Henry James International Management
New York
$261K
WANY
1672
Wealthspire Advisors (New York)
New York
$261K +$82K +809 +39%
DWM
1673
Dorchester Wealth Management
Quebec, Canada
$261K +$100K +990 +52%
VAG
1674
VisionPoint Advisory Group
Texas
$261K +$281K +2,778 New
AIS
1675
American Investment Services
Massachusetts
$260K