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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
GWS
1751
Glassman Wealth Services
Virginia
$221K -$72.7K -718 -23%
CWM
1752
CarsonAllaria Wealth Management
Illinois
$221K +$1.11K +11 +0.4%
SIA
1753
Schechter Investment Advisors
Michigan
$220K -$942K -9,301 -79%
HFAS
1754
Hummer Financial Advisory Services
Illinois
$220K -$7.6K -75 -3%
NF
1755
NTB Financial
Colorado
$220K
5L
1756
55I LLC
Massachusetts
$219K -$514K -5,073 -68%
PFWA
1757
Paces Ferry Wealth Advisors
Georgia
$219K -$35.2K -347 -12%
SICM
1758
Sustainable Insight Capital Management
New York
$218K +$10.1K +100 +4%
PPG
1759
Peak Planning Group
Colorado
$217K +$245K +2,416 New
GWAM
1760
Guardian Wealth Advisors (Minnesota)
Minnesota
$216K +$3.24K +32 +1%
KOCAA
1761
Knights of Columbus Asset Advisors
Connecticut
$216K +$244K +2,407 New
CWP
1762
Curated Wealth Partners
California
$215K -$177K -1,747 -42%
RCS
1763
Retirement Capital Strategies
California
$215K
IAMOG
1764
Investors Asset Management of Georgia
Georgia
$214K -$65.7K -648 -21%
QC
1765
Quent Capital
New York
$214K -$36.9K -364 -13%
AWM
1766
Accurate Wealth Management
Florida
$214K -$5.07K -50 -2%
CT
1767
Columbia Trust
Oregon
$213K +$1.52K +15 +0.6%
IUHSA
1768
Itau Unibanco Holding S.A.
Brazil
$212K +$239K +2,360 New
SFO
1769
Standard Family Office
South Dakota
$212K +$239K +2,363 New
FCB
1770
First Command Bank
Texas
$211K
FCFS
1771
First Command Financial Services
Texas
$211K
HC
1772
Henshaw Capital
Massachusetts
$211K -$95.2K -940 -29%
VCP
1773
Verus Capital Partners
Arizona
$208K -$5.88K -58 -2%
AF
1774
Arrow Financial
New York
$207K -$4.56K -45 -2%
EWA
1775
ERTS Wealth Advisors
Michigan
$207K +$233K +2,303 New