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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 %
HWM
751
HB Wealth Management
Georgia
$867K +$13.5K +53 +2%
SB
752
Strategic Blueprint
Georgia
$862K +$23K +90 +3%
LOAME
753
Lombard Odier Asset Management (Europe)
United Kingdom
$862K +$44.7K +175 +5%
STA
754
Summit Trail Advisors
New York
$861K +$231K +903 +37%
HI
755
Horizon Investments
North Carolina
$856K +$90.7K +355 +12%
BC
756
Bartlett & Co
Ohio
$843K -$160K -625 -16%
BCWM
757
Bartlett & Co Wealth Management
Ohio
$843K -$160K -625 -16%
IGWM
758
ICA Group Wealth Management
Colorado
$840K -$13K -51 -2%
AG
759
Ascent Group
Virginia
$835K +$476K +1,865 +133%
CGL
760
Clarius Group LLC
Washington
$834K -$43.4K -170 -5%
WA
761
Wealth Alliance
New York
$832K -$10.5K -41 -1%
WEG
762
World Equity Group
Illinois
$830K +$830K +40,552 New
FMB
763
Field & Main Bank
Kentucky
$825K +$43.7K +171 +6%
SWM
764
Segment Wealth Management
Texas
$819K
KPWS
765
Kestra Private Wealth Services
Texas
$817K +$93.2K +365 +13%
ITFISA
766
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$817K +$239K +950 +41%
VVP
767
Venture Visionary Partners
Ohio
$815K +$44.7K +175 +6%
VCA
768
Verdence Capital Advisors
Maryland
$813K -$16.9K -66 -2%
OIAM
769
OFI Invest Asset Management
France
$811K +$811K +207,186 New
CFGS
770
Concourse Financial Group Securities
Alabama
$811K -$9.96K -39 -1%
CCB
771
Country Club Bank
Missouri
$810K +$67.3K +268 +9%
OAM
772
Ostrum Asset Management
France
$797K +$797K +3,119 New
LOIM
773
Liberty One Investment Management
Illinois
$791K -$3.32K -13 -0.4%
MFG
774
Merit Financial Group
Georgia
$791K +$114K +445 +17%
CB
775
Centennial Bank
Arkansas
$787K -$320K -1,253 -29%