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Medtronic

2,021 hedge funds and large institutions have $95.6B invested in Medtronic in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 855 increasing their positions, 807 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $943M | Put options by funds: $494M

6% more repeat investments, than reductions

Existing positions increased: 855 | Existing positions reduced: 807

0.15% less ownership

Funds ownership: 80.74%80.59% (-0.15%)

4% less funds holding

Funds holding: 2,1012,021 (-80)

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

32% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 167

42% less capital invested

Capital invested by funds: $165B → $95.6B (-$69.1B)

Holders
2,021
Holders Change
-80
Holders Change %
-3.81%
% of All Funds
34.05%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.54%
New
114
Increased
855
Reduced
807
Closed
167
Calls
$943M
Puts
$494M
Net Calls
+$450M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
2001
Burleson & Co
California
$5K +$1.01K +10 +20%
DFCM
2002
Dark Forest Capital Management
Puerto Rico
$5K +$5.78K +57 New
WWMSC
2003
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$6.08K +60 New
MBFW
2004
Morton Brown Family Wealth
Pennsylvania
$5K +$6.18K +61 New
CTB
2005
Country Trust Bank
Illinois
$4K
SWM
2006
Selective Wealth Management
Virginia
$4K
CWM
2007
Cedar Wealth Management
California
$3K
JIR
2008
James Investment Research
Ohio
$3K
GWMIA
2009
Global Wealth Management Investment Advisory
Florida
$3K +$2.94K +29 New
CAC
2010
Certified Advisory Corp
Florida
$2K -$19.5K -192 -90%
ACK
2011
Andrew C. Karlinski
$2K
SPWM
2012
Spartan Planning & Wealth Management
North Carolina
$2K
TWP
2013
TFO Wealth Partners
Ohio
$2K +$1.82K +18 New
NMG
2014
New Millennium Group
Utah
$2K +$2.13K +21 New
WIM
2015
Westside Investment Management
California
$1.19K -$29.9K -295 -2%
IAIM
2016
International Assets Investment Management
Florida
$1.01K +$31K +306 +3%
VCM
2017
Versant Capital Management
Arizona
$1K -$3.04K -30 -71%
MAM
2018
Marquette Asset Management
Minnesota
$1K -$101 -1 -14%
LWA
2019
Lowe Wealth Advisors
Maryland
$1K
HT
2020
HighTower Trust
Texas
$424 +$11.4K +113 +2%
ED
2021
Exane Derivatives
France
$269 -$46.7K -461 -99%
CCM
2022
Camber Capital Management
Massachusetts
-$55.5M -500,000 Closed
RCAMU
2023
Rothschild & Co Asset Management US
Connecticut
-$55.4M -499,533 Closed
PWAG
2024
Polaris Wealth Advisory Group
California
-$41.9M -372,983 Closed
HA
2025
Homestead Advisers
Virginia
-$35.7M -321,540 Closed