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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
PFS
2076
Physicians Financial Services
North Carolina
-$346K -3,121 Closed
WI
2077
WrapManager Inc
California
-$325K -2,930 Closed
HWA
2078
Heartwood Wealth Advisors
Virginia
-$321K -2,894 Closed
KOC
2079
Koss-Olinger Consulting
Florida
-$314K -2,833 Closed
FPAS
2080
Focus Partners Advisor Solutions
Missouri
-$307K -2,771 Closed
SWRP
2081
Summit Wealth & Retirement Planning
California
-$307K -2,763 Closed
FWM
2082
Fairhaven Wealth Management
Illinois
-$304K -2,744 Closed
MWM
2083
Marietta Wealth Management
Georgia
-$299K -2,699 Closed
KMWM
2084
Keudell/Morrison Wealth Management
Oregon
-$298K -2,689 Closed
LNWTC
2085
Laird Norton Wetherby Trust Company
Washington
-$291K -2,628 Closed
SMA
2086
Sage Mountain Advisors
Georgia
-$286K -2,574 Closed
LA
2087
Latitude Advisors
Florida
-$277K -2,501 Closed
CWA
2088
Canvas Wealth Advisors
Kansas
-$255K -2,477 Closed
PAMG
2089
Patton Albertson Miller Group
Tennessee
-$271K -2,441 Closed
AMBIA
2090
Allen Mooney & Barnes Investment Advisors
Georgia
-$269K -2,424 Closed
CG
2091
CFO4Life Group
Texas
-$264K -2,376 Closed
CGA
2092
Crescent Grove Advisors
Illinois
-$261K -2,342 Closed
WCA
2093
Westover Capital Advisors
Delaware
-$258K -2,323 Closed
JSW
2094
Journey Strategic Wealth
New Jersey
-$257K -2,320 Closed
ZF
2095
Zhang Financial
Michigan
-$256K -2,312 Closed
AIM
2096
Axiom Investment Management
New York
-$256K -2,304 Closed
BWA
2097
Bordeaux Wealth Advisors
California
-$254K -2,292 Closed
KWA
2098
KCS Wealth Advisory
California
-$253K -2,281 Closed
SAM
2099
SP Asset Management
California
-$252K -2,269 Closed
TC
2100
Titleist Capital
Texas
-$251K -2,262 Closed