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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 %
TCM
1976
Tradewinds Capital Management
Washington
$17.5K
LAM
1977
Lummis Asset Management
Texas
$17.5K +$17.5K +213 New
KWAG
1978
Kiely Wealth Advisory Group
North Carolina
$17.2K +$17.2K +200 New
HFS
1979
HBC Financial Services
Washington
$17K +$164 +2 +1%
SWA
1980
SOA Wealth Advisors
New York
$17K
CPA
1981
Clear Point Advisors
New York
$16.9K +$16.9K +205 New
FRA
1982
Front Row Advisors
California
$16.6K -$46.3K -557 -74%
AT
1983
Avalon Trust
New Mexico
$16.5K
RFG
1984
RFP Financial Group
Georgia
$15.4K +$15.4K +187 New
RDFA
1985
Ritter Daniher Financial Advisory
Ohio
$14K
AW
1986
Avion Wealth
Texas
$14K +$5.05K +62 +56%
RTL
1987
Red Tortoise LLC
Georgia
$13.3K -$12K -146 -47%
QL
1988
Quarry LP
New York
$12.9K -$9.06K -110 -41%
TIM
1989
Tortoise Investment Management
New York
$12.7K +$82 +1 +0.6%
TSWM
1990
Tyler-Stone Wealth Management
Ohio
$12.2K
FWA
1991
FSC Wealth Advisors
New York
$12.2K
CI
1992
Cordant Inc
Oregon
$11.9K +$11.9K +145 New
SC
1993
Stephens Consulting
Michigan
$11.5K
FFA
1994
Fairfield Financial Advisors
Massachusetts
$11.1K -$412 -5 -4%
PAG
1995
Paladin Advisory Group
Iowa
$10.9K -$3.13K -38 -22%
PPWM
1996
PFG Private Wealth Management
Florida
$10.7K -$15.2K -184 -59%
OPTFSNA
1997
Old Point Trust & Financial Services N A
Virginia
$10.6K +$10.6K +129 New
RWPA
1998
Richard W. Paul & Associates
Michigan
$10.5K -$2.39K -29 -18%
GIS
1999
Grayhawk Investment Strategies
Alberta, Canada
$10.5K
IWP
2000
IAG Wealth Partners
Wisconsin
$10.3K +$83 +1 +0.8%