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Intuitive Surgical

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
751
Americana Partners
Texas
$622K -$346K -1,851 -36%
VFA
752
Voya Financial Advisors
Connecticut
$622K -$10.6K -56 -2%
FHA
753
Flagship Harbor Advisors
Massachusetts
$621K -$7.31K -39 -1%
CI
754
Conning Inc
Connecticut
$620K -$40.8K -218 -6%
LG
755
LaFleur & Godfrey
Michigan
$620K
WIM
756
WealthPlan Investment Management
Nebraska
$619K +$619K +2,309 New
LOIM
757
Liberty One Investment Management
Illinois
$612K +$374K +1,998 +158%
OWM
758
OneAscent Wealth Management
Alabama
$604K -$8.43K -45 -1%
LOAME
759
Lombard Odier Asset Management (Europe)
United Kingdom
$600K
SWM
760
Segment Wealth Management
Texas
$599K +$48K +256 +9%
WCM
761
Wisconsin Capital Management
Wisconsin
$598K -$2.76M -14,726 -82%
PA
762
Parallel Advisors
California
$593K -$86.7K -463 -13%
CCA
763
Checchi Capital Advisers
California
$589K -$3.93K -21 -0.7%
MMC
764
Mizuho Markets Cayman
Cayman Islands
$589K +$379K +2,021 +180%
AIA
765
Avalon Investment & Advisory
Texas
$586K -$96K -512 -14%
FMB
766
Field & Main Bank
Kentucky
$576K +$16.9K +90 +3%
GWM
767
Geneos Wealth Management
Colorado
$574K +$24.3K +130 +4%
HWA
768
Heritage Wealth Advisors
Virginia
$573K +$243K +1,299 +74%
ZCA
769
Zeke Capital Advisors
Pennsylvania
$570K -$588K -3,134 -51%
TIA
770
Tiemann Investment Advisors
California
$567K +$3.75K +20 +0.7%
VVP
771
Venture Visionary Partners
Ohio
$566K
CCB
772
Country Club Bank
Missouri
$564K +$31.4K +166 +6%
SFA
773
Sequoia Financial Advisors
Ohio
$563K -$43.8K -234 -7%
B
774
Bellecapital
Switzerland
$563K +$35.8K +191 +7%
CI
775
Clal Insurance
Israel
$562K -$412K -2,200 -42%