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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 %
BMC
1701
Beaton Management Company
Massachusetts
$225K -$7.02K -87 -3%
RZH
1702
Relyea Zuckerberg Hanson
Connecticut
$224K +$224K +2,781 New
OWA
1703
Octavia Wealth Advisors
Ohio
$224K +$3.33K +41 +2%
AIS
1704
American Investment Services
Massachusetts
$223K
HCP
1705
Hexagon Capital Partners
Arkansas
$222K +$11.4K +142 +5%
LSA
1706
Lion Street Advisors
Texas
$222K -$70.6K -875 -24%
NWM
1707
Northwest Wealth Management
Iowa
$221K +$221K +2,745 New
BWM
1708
Blossom Wealth Management
California
$221K +$221K +2,741 New
PSP
1709
Principal Street Partners
Tennessee
$220K +$220K +2,709 New
PP
1710
Pegasus Partners
Wisconsin
$220K +$220K +2,729 New
CICI
1711
Capital Investment Counsel Inc
North Carolina
$220K +$8.06K +100 +4%
WLIM
1712
White Lighthouse Investment Management
Massachusetts
$219K
WW
1713
Westshore Wealth
California
$219K +$11K +136 +5%
PIA
1714
Powell Investment Advisors
Florida
$219K +$1.79K +22 +0.8%
SIG
1715
Sky Investment Group
Connecticut
$218K -$5.72K -71 -3%
JAG
1716
Journey Advisory Group
Kentucky
$218K -$58.7K -728 -21%
SIM
1717
SSI Investment Management
California
$217K -$40.7K -505 -16%
RWA
1718
River Wealth Advisors
Pennsylvania
$216K +$216K +2,683 New
AC
1719
ASB Consultores
Florida
$216K -$139K -1,721 -39%
HPM
1720
Hoxton Planning & Management
West Virginia
$215K +$215K +2,669 New
EWM
1721
Endurance Wealth Management
Rhode Island
$215K
PAG
1722
Private Advisory Group
Washington
$215K -$12.9K -160 -6%
AMIM
1723
Aull & Monroe Investment Management
Alabama
$215K -$11.4K -142 -5%
AWM
1724
AAF Wealth Management
Massachusetts
$215K +$215K +2,663 New
CFG
1725
Carr Financial Group
Massachusetts
$215K