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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
CWM
1926
Castle Wealth Management
Florida
$28K +$31.7K +313 New
SC
1927
Stephens Consulting
Michigan
$27.6K
TJHA
1928
Thomas J. Herzfeld Advisors
Florida
$27K
UIA
1929
Ulland Investment Advisors
Minnesota
$27K
SSC
1930
Syverson Strege & Co
Iowa
$27K +$3.85K +38 +14%
AS
1931
Altshuler Shaham
Israel
$27K +$30.7K +303 New
TC
1932
Trust Company
Kansas
$26K
FCMT
1933
Founders Capital Management (Texas)
Texas
$26K +$6.69K +66 +29%
CWA
1934
Clearview Wealth Advisors
Oregon
$25K
SC
1935
Solstein Capital
California
$25K
CFG
1936
CKW Financial Group
Hawaii
$23K
PG
1937
Proffitt & Goodson
Tennessee
$22K
PWC
1938
PYA Waltman Capital
Tennessee
$22K
FBT
1939
First Bank & Trust
South Dakota
$21K -$10K -99 -30%
JAM
1940
JCIC Asset Management
Ontario, Canada
$21K
RCC
1941
Red Cedar Capital
Nebraska
$21K
Bank Julius Baer & Co
1942
Bank Julius Baer & Co
Switzerland
$20K
IWP
1943
IAG Wealth Partners
Wisconsin
$20K
SWA
1944
SOA Wealth Advisors
New York
$19K -$33.7K -333 -61%
TCM
1945
Tradewinds Capital Management
Washington
$19K -$22.6K -223 -51%
CWM
1946
Curi Wealth Management
North Carolina
$19K -$6.69K -66 -24%
WA
1947
Win Advisors
Florida
$19K +$6.89K +68 +50%
WWP
1948
WR Wealth Planners
Missouri
$18.5K
BBPWM
1949
Blue Bell Private Wealth Management
Pennsylvania
$18K
VRM
1950
Vectors Research Management
New York
$18K +$8.11K +80 +65%