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Medtronic

2,065 hedge funds and large institutions have $91.7B invested in Medtronic in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 648 increasing their positions, 985 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,065
Holders Change
+103
Holders Change %
+5.25%
% of All Funds
30.27%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.47%
New
268
Increased
648
Reduced
985
Closed
135
Calls
$847M
Puts
$807M
Net Calls
+$39.9M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1951
SRH Advisors
Kansas
$33K
CB
1952
Community Bank
New York
$33K
BCMLT
1953
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.6K -$5.64K -72 -15%
KA
1954
Kozak & Associates
Colorado
$31K -$40.2K -465 -57%
TFG
1955
Team Financial Group
California
$29.4K
BWM
1956
Baystate Wealth Management
Massachusetts
$28.9K -$1.57K -19 -5%
AWM
1957
Abound Wealth Management
Tennessee
$28.2K +$12.7K +154 +82%
CSWM
1958
Cassady Schiller Wealth Management
Ohio
$28.1K
PCMC
1959
Planning Capital Management Corporation
Pennsylvania
$27.1K +$27.1K +329 New
MIA
1960
MeadowBrook Investment Advisors
Michigan
$26.7K +$26.7K +324 New
FBC
1961
Fairfield, Bush & Co
Connecticut
$26K +$26K +316 New
TAM
1962
Tucker Asset Management
Colorado
$25.8K -$6.01K -73 -19%
DWA
1963
Delos Wealth Advisors
Texas
$25.5K
DMKJ
1964
David M. Knott Jr
$25K
LF
1965
Lee Financial
Texas
$24.9K -$2.66K -32 -10%
FFO
1966
Fortitude Family Office
Arizona
$24.8K +$24.8K +301 New
GCM
1967
Gables Capital Management
Florida
$23.8K
CPG
1968
Cornerstone Planning Group
New Jersey
$23.3K -$3.71K -45 -14%
AWM
1969
Able Wealth Management
New Jersey
$22.4K +$22.4K +272 New
ME
1970
McIlrath & Eck
Washington
$20.7K +$5.6K +68 +37%
WAM
1971
WFA Asset Management
Wisconsin
$20.6K -$5.36K -65 -21%
BHWM
1972
Beaird Harris Wealth Management
Texas
$19.9K +$19.9K +242 New
JAM
1973
JCIC Asset Management
Ontario, Canada
$19.4K
TCA
1974
Trifecta Capital Advisors
Illinois
$17.9K -$659 -8 -4%
DFA
1975
DHJJ Financial Advisors
Illinois
$17.7K