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Medtronic

2,050 hedge funds and large institutions have $111B invested in Medtronic in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 852 increasing their positions, 735 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+36
Holders Change %
+1.79%
% of All Funds
31.66%
Holding in Top 10
36
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-34.55%
% of All Funds
0.56%
New
264
Increased
852
Reduced
735
Closed
196
Calls
$1B
Puts
$978M
Net Calls
+$25M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2001
Steward Financial Group
Texas
$12K +$12K +125 New
CP
2002
Corbenic Partners
Pennsylvania
$11K -$22.4K -214 -67%
MFM
2003
MD Financial Management
Ontario, Canada
$11K
IRAG
2004
Investment Research & Advisory Group
Georgia
$11K
RG
2005
Retirement Group
California
$11K +$11K +104 New
PP
2006
PFS Partners
New Jersey
$10.7K +$10.7K +103 New
AA
2007
AlphaMark Advisors
Kentucky
$10K
TJHA
2008
Thomas J. Herzfeld Advisors
Florida
$10K +$1.44K +14 +17%
RI
2009
Rinkey Investments
California
$10K +$10K +100 New
HF
2010
Halpern Financial
Virginia
$9.83K -$12.5K -121 -56%
CMBA
2011
C.M. Bidwell & Associates
Hawaii
$9K
BAM
2012
Baldrige Asset Management
Pennsylvania
$8K -$65.4K -613 -89%
CWA
2013
Core Wealth Advisors
Florida
$8K
C
2014
Covestor
United Kingdom
$8K +$8K +74 New
TAM
2015
Tucker Asset Management
Colorado
$7.31K -$11.9K -114 -62%
GFPC
2016
Global Financial Private Client
Florida
$7.24K +$7.24K +70 New
CWM
2017
Cranbrook Wealth Management
Michigan
$7K
SCA
2018
Stuart Chaussee & Associates
California
$7K
SWM
2019
Sugarloaf Wealth Management
Georgia
$7K
CMA
2020
Cedar Mountain Advisors
Oregon
$7K
MWA
2021
Moser Wealth Advisors
Washington
$7K
NFSG
2022
Newbridge Financial Services Group
Florida
$7K +$1.96K +19 +39%
EWM
2023
Elmwood Wealth Management
California
$7K +$7K +63 New
ICM
2024
Islay Capital Management
Texas
$7K +$7K +65 New
TFGT
2025
TS Financial Group (TSFG)
Illinois
$6K