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Medtronic

2,063 hedge funds and large institutions have $95.5B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 929 increasing their positions, 725 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,063
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
172
Increased
929
Reduced
725
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
1951
Planning Capital Management Corporation
Pennsylvania
$33.7K +$5.06K +58 +18%
FGAM
1952
Financial Gravity Asset Management
Texas
$33.6K -$8.61K -99 -20%
TCM
1953
Tributary Capital Management
Nebraska
$32.6K +$32.6K +374 New
FRA
1954
Frank Rimerman Advisors
California
$30.3K +$30.3K +348 New
CSWM
1955
Cassady Schiller Wealth Management
Ohio
$29.7K
ME
1956
McIlrath & Eck
Washington
$29.1K +$7.23K +83 +33%
DWA
1957
Delos Wealth Advisors
Texas
$27K
LF
1958
LifeSteps Financial
California
$26.8K +$26.8K +307 New
GCM
1959
Gables Capital Management
Florida
$25.2K
FSWA
1960
Financial Synergies Wealth Advisors
Texas
$24.1K +$22K +253 +1,054%
HGERS
1961
Householder Group Estate & Retirement Specialist
Arizona
$23.9K -$214K -2,453 -90%
TIM
1962
Tortoise Investment Management
New York
$23.5K +$10K +115 +74%
GGI
1963
Godsey & Gibb Inc
Virginia
$22.7K -$20.8K -239 -48%
AWM
1964
Abound Wealth Management
Tennessee
$22.5K -$7.32K -84 -25%
SIC
1965
SJS Investment Consulting
Ohio
$22.4K -$20.2K -232 -47%
RFS
1966
Richardson Financial Services
Massachusetts
$22K +$22K +253 New
RFG
1967
RFP Financial Group
Georgia
$21.4K +$5.14K +59 +32%
CPG
1968
Cornerstone Planning Group
New Jersey
$21.4K -$1.63K -20 -7%
JAM
1969
JCIC Asset Management
Ontario, Canada
$20.5K
FGA
1970
Fortis Group Advisors
New Jersey
$20K -$20K -230 -50%
TCA
1971
Trifecta Capital Advisors
Illinois
$18.9K
DFA
1972
DHJJ Financial Advisors
Illinois
$18.7K
LAM
1973
Lummis Asset Management
Texas
$18.6K
TCM
1974
Tradewinds Capital Management
Washington
$18.6K
SWA
1975
SOA Wealth Advisors
New York
$18K