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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
PWA
1726
Physician Wealth Advisors
Utah
$229K -$29.8K -294 -11%
NG
1727
Northstar Group
New York
$229K
CC
1728
Chicago Capital
Illinois
$228K
MWM
1729
Modera Wealth Management
New Jersey
$228K +$18.9K +187 +8%
DA
1730
DSC Advisors
Illinois
$226K -$11.9K -117 -4%
RFN
1731
Redwood Financial Network
Ohio
$226K -$9.83K -97 -4%
WR
1732
WD Rutherford
Oregon
$226K
OWA
1733
Octavia Wealth Advisors
Ohio
$226K +$39.6K +391 +19%
ETIA
1734
Epic Trust Investment Advisors
Washington
$226K +$44.3K +437 +21%
NB
1735
Nicolet Bankshares
Wisconsin
$225K -$68.7K -678 -21%
SFP
1736
Shepherd Financial Partners
Massachusetts
$225K -$2.13K -21 -0.8%
EF
1737
Empirical Finance
Pennsylvania
$225K
KWS
1738
Keystone Wealth Services
California
$225K
CG
1739
Cynosure Group
Utah
$225K +$255K +2,512 New
BONH
1740
Bank of New Hampshire
New Hampshire
$224K -$4.26K -42 -2%
EL
1741
ERN LLC
Delaware
$224K +$253K +2,500 New
FDS
1742
Freedom Day Solutions
Texas
$223K -$73.2K -722 -23%
BHIA
1743
Birch Hill Investment Advisors
Massachusetts
$223K
CCFCSB
1744
Cape Cod Five Cents Savings Bank
Massachusetts
$223K
IEFM
1745
IQ EQ Fund Management
Ireland
$223K
CIA
1746
Compass Ion Advisors
Pennsylvania
$223K +$1.32K +13 +0.5%
WW
1747
Westshore Wealth
California
$223K +$46.8K +462 +23%
SLG
1748
Stanley-Laman Group
Pennsylvania
$222K -$141K -1,396 -36%
CA
1749
Claris Advisors
Missouri
$222K
MFG
1750
MidWestOne Financial Group
Iowa
$222K