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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 %
TJHA
1976
Thomas J. Herzfeld Advisors
Florida
$23.1K -$1.41K -16 -6%
SIS
1977
Strategic Investment Solutions
Illinois
$23K -$24.8K -300 -52%
AWM
1978
Abound Wealth Management
Tennessee
$22.9K -$8.11K -92 -26%
SHIM
1979
Stone House Investment Management
Pennsylvania
$22.2K +$17.6K +200 +385%
RFA
1980
Register Financial Advisors
Georgia
$21.8K -$6.34K -72 -23%
SIC
1981
SJS Investment Consulting
Ohio
$21.8K +$617 +7 +3%
MAM
1982
Marquette Asset Management
Minnesota
$21.5K +$21.5K +244 New
SFG
1983
Steward Financial Group
Texas
$21K +$10.3K +118 +97%
JAM
1984
JCIC Asset Management
Ontario, Canada
$20.7K
RDFA
1985
Ritter Daniher Financial Advisory
Ohio
$20.3K +$5.29K +60 +35%
OPTFSNA
1986
Old Point Trust & Financial Services N A
Virginia
$18.9K +$18.9K +215 New
TCM
1987
Tradewinds Capital Management
Washington
$18.8K
SWA
1988
SOA Wealth Advisors
New York
$18.1K
MWM
1989
Mascoma Wealth Management
New Hampshire
$18.1K -$7.57K -92 -29%
ACM
1990
Antonetti Capital Management
Florida
$17.6K -$4.41K -50 -20%
HFS
1991
HBC Financial Services
Washington
$17K +$166 +2 +1%
ME
1992
McIlrath & Eck
Washington
$16.1K -$10.3K -117 -39%
ODG
1993
O'Dell Group
Ohio
$15.3K +$15.3K +174 New
PAG
1994
Paladin Advisory Group
Iowa
$15K
HCM
1995
Hollencrest Capital Management
California
$14K -$15.4K -175 -52%
NC
1996
NewSquare Capital
Pennsylvania
$13.4K +$6.78K +77 +103%
CWA
1997
Clearview Wealth Advisors
Oregon
$13K -$6.25K -71 -32%
KFP
1998
KB Financial Partners
New Jersey
$13K -$714K -7,804 -98%
TSWM
1999
Tyler-Stone Wealth Management
Ohio
$13K +$13K +148 New
RWPA
2000
Richard W. Paul & Associates
Michigan
$12.9K -$264 -3 -2%