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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 %
CT
801
Columbia Trust
Oregon
$695K -$81K -317 -10%
KIA
802
KCM Investment Advisors
California
$692K -$35.3K -138 -5%
HCM
803
Hollencrest Capital Management
California
$691K -$639K -2,500 -48%
WA
804
Wambolt & Associates
Colorado
$687K -$18K -71 -3%
SC
805
Scotia Capital
Ontario, Canada
$687K -$86.1K -337 -11%
EGM
806
Engineers Gate Manager
New York
$686K +$686K +2,685 New
FHA
807
Flagship Harbor Advisors
Massachusetts
$680K -$169K -661 -20%
LOAMS
808
Lombard Odier Asset Management (Switzerland)
Switzerland
$679K +$200K +782 +42%
IFWM
809
Institute for Wealth Management
Colorado
$677K -$19.4K -76 -3%
CWM
810
Circle Wealth Management
New Jersey
$675K
TCM
811
Traynor Capital Management
Pennsylvania
$674K +$35.8K +140 +6%
DWA
812
Douglass Winthrop Advisors
New York
$673K
MW
813
Marcum Wealth
Ohio
$671K +$437K +1,709 +186%
SPWM
814
Schrum Private Wealth Management
Florida
$669K -$38.3K -150 -5%
FNT
815
First National Trust
Pennsylvania
$665K +$50.8K +199 +8%
CTC
816
Central Trust Company
Missouri
$664K +$134K +524 +25%
TTWM
817
TCV Trust & Wealth Management
Virginia
$662K -$11.5K -45 -2%
O
818
Ossiam
France
$660K +$92K +360 +16%
LG
819
LaFleur & Godfrey
Michigan
$659K -$180K -705 -21%
USCWA
820
U.S. Capital Wealth Advisors
Texas
$658K -$1.53K -6 -0.2%
TF
821
TIAA FSB
Florida
$658K +$30.4K +119 +5%
VCM
822
Virtue Capital Management
Tennessee
$654K -$97.3K -330 -13%
DGAM
823
Desjardins Global Asset Management
Quebec, Canada
$652K +$370K +1,450 +132%
JIC
824
Joel Isaacson & Co
New York
$644K
RWM
825
Ritholtz Wealth Management
New York
$644K -$27.1K -106 -4%