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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
RDWM
2151
Red Door Wealth Management
Tennessee
-$202K -1,826 Closed
AFAS
2152
Acorn Financial Advisory Services
Virginia
-$202K -1,820 Closed
MFGP
2153
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$202K -1,818 Closed
AMM
2154
American Money Management
California
-$202K -1,817 Closed
NFC
2155
Northeast Financial Consultants
Connecticut
-$201K -1,814 Closed
PSP
2156
Principal Street Partners
Tennessee
-$202K -1,809 Closed
UF
2157
Univest Financial
Pennsylvania
-$201K -1,809 Closed
ZAM
2158
Zevin Asset Management
Massachusetts
-$200K -1,805 Closed
FAG
2159
Fortitude Advisory Group
Washington
-$200K -1,797 Closed
TVWM
2160
Tower View Wealth Management
Wisconsin
-$183K -1,650 Closed
SOW
2161
State of Wyoming
Wyoming
-$131K -1,184 Closed
BFC
2162
Bedel Financial Consulting
Indiana
-$124K -1,119 Closed
CAGAS
2163
Capital Advisory Group Advisory Services
Minnesota
-$111K -1,003 Closed
SIMG
2164
Stephens Investment Management Group
Texas
-$101K -908 Closed
CSIA
2165
Carl Stuart Investment Advisor
Texas
-$888K -800 Closed
PWP
2166
Pursue Wealth Partners
California
-$71.9K -640 Closed
PAG
2167
Paladin Advisory Group
Iowa
-$63.9K -631 Closed
CIR
2168
Clear Investment Research
Georgia
-$67K -600 Closed
WSCM
2169
Wellington Shields Capital Management
New York
-$65K -585 Closed
LAS
2170
Lloyd Advisory Services
Georgia
-$62K -559 Closed
FFA
2171
Freedman Financial Associates
Massachusetts
-$58K -524 Closed
HA
2172
Herold Advisors
New York
-$50K -450 Closed
MAM
2173
McCarthy Asset Management
California
-$50K -450 Closed
SCA
2174
Sandy Cove Advisors
Massachusetts
-$43K -391 Closed
BSWA
2175
Bromfield Sneider Wealth Advisors
Massachusetts
-$33K -300 Closed