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Medtronic

2,047 hedge funds and large institutions have $95.7B invested in Medtronic in 2023 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 894 increasing their positions, 762 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,047
Holders Change
+66
Holders Change %
+3.33%
% of All Funds
32.28%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.57%
New
167
Increased
894
Reduced
762
Closed
90
Calls
$746M
Puts
$686M
Net Calls
+$60.6M
Net Calls Change
-$51.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
1726
Tempus Wealth Planning
California
$250K -$29.6K -336 -11%
SPWG
1727
Sage Private Wealth Group
Illinois
$249K +$264 +3 +0.1%
CAG
1728
Crestwood Advisors Group
Massachusetts
$249K +$22.2K +252 +10%
CA
1729
Crane Advisory
California
$249K
LWP
1730
Lumature Wealth Partners
Georgia
$248K -$1.94K -22 -0.8%
AR
1731
Apeiron RIA
Texas
$247K +$22.3K +253 +10%
PSP
1732
Principal Street Partners
Tennessee
$247K +$6.3K +71 +3%
FCP
1733
Fidelis Capital Partners
Florida
$247K +$247K +2,800 New
ALAM
1734
Asahi Life Asset Management
Japan
$247K -$324K -3,680 -57%
FC
1735
Fulcrum Capital
Washington
$247K
EWA
1736
ERTS Wealth Advisors
Michigan
$246K -$2.38K -27 -1%
BMC
1737
Beaton Management Company
Massachusetts
$246K
PCP
1738
Proficio Capital Partners
Massachusetts
$245K -$124K -1,413 -34%
CWA
1739
CM Wealth Advisors
Ohio
$243K -$857K -9,710 -78%
CWM
1740
Centurion Wealth Management
Virginia
$243K -$26.3K -299 -10%
WMA
1741
Wealth Management Associates
New Jersey
$242K -$3.97K -45 -2%
AL
1742
Aspiriant LLC
California
$242K +$12.2K +138 +5%
NWM
1743
Northwest Wealth Management
Iowa
$240K -$1.41K -16 -0.6%
CICI
1744
Capital Investment Counsel Inc
North Carolina
$240K
SW
1745
SteelPeak Wealth
California
$240K +$240K +2,700 New
WLIM
1746
White Lighthouse Investment Management
Massachusetts
$239K
VWA
1747
Visionary Wealth Advisors
Illinois
$239K +$9.34K +106 +4%
SIG
1748
Sky Investment Group
Connecticut
$238K
JAG
1749
Journey Advisory Group
Kentucky
$238K
TWA
1750
Talisman Wealth Advisors
New Jersey
$236K -$24.6K -279 -9%