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Intuitive Surgical

1,403 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 520 increasing their positions, 519 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
-26
Holders Change %
-1.82%
% of All Funds
22.46%
Holding in Top 10
44
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.81%
% of All Funds
0.7%
New
114
Increased
520
Reduced
519
Closed
111
Calls
$804M
Puts
$547M
Net Calls
+$257M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
626
Raymond James Trust
Florida
$1.59M +$305K +1,192 +24%
KWM
627
Keebeck Wealth Management
Illinois
$1.59M
TRCT
628
Tower Research Capital (TRC)
New York
$1.58M -$1.22M -4,783 -44%
IAS
629
IMA Advisory Services
Colorado
$1.58M -$207K -812 -12%
MCC
630
Money Concepts Capital
Florida
$1.58M -$446K -1,746 -22%
CAM
631
Claret Asset Management
Quebec, Canada
$1.57M -$22.5K -88 -1%
DWP
632
Daymark Wealth Partners
Ohio
$1.57M -$76.6K -300 -5%
LNWWM
633
Laird Norton Wetherby Wealth Management
California
$1.55M -$132K -517 -8%
BFG
634
Bleakley Financial Group
New Jersey
$1.55M -$166K -650 -10%
SS
635
Simplicity Solutions
Minnesota
$1.55M +$653K +2,557 +73%
TCA
636
Trifecta Capital Advisors
Illinois
$1.54M +$17.9K +70 +1%
TFS
637
Thoroughbred Financial Services
Tennessee
$1.53M -$1.56M -6,092 -50%
VC
638
Vestor Capital
Illinois
$1.53M +$18.1K +71 +1%
AG
639
AIA Group
Hong Kong
$1.52M +$125K +491 +9%
CS
640
Comerica Securities
Michigan
$1.51M -$29.6K -116 -2%
WJWM
641
Williams Jones Wealth Management
New York
$1.49M -$5.62K -22 -0.4%
SFA
642
Sequoia Financial Advisors
Ohio
$1.49M -$71.5K -280 -5%
FHA
643
First Horizon Advisors
Tennessee
$1.47M -$17.1K -67 -1%
PFO
644
Pathstone Family Office
New Jersey
$1.47M -$4.58M -17,862 -76%
ETH
645
Exos TFP Holdings
New York
$1.46M +$759K +2,970 +109%
AW
646
Alaethes Wealth
Nevada
$1.44M +$41.6K +163 +3%
HSA
647
HBK Sorce Advisory
Pennsylvania
$1.44M -$115K -450 -7%
IP
648
Intellectus Partners
California
$1.43M +$452K +1,770 +46%
EHC
649
Everett Harris & Co
California
$1.43M +$46K +180 +3%
CAM
650
Cresset Asset Management
Illinois
$1.42M -$227K -890 -14%