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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 %
FCM
901
Family Capital Management
Michigan
$494K -$6.39K -25 -1%
FFM
902
Forum Financial Management
Illinois
$492K +$9.2K +36 +2%
RWPA
903
Richard W. Paul & Associates
Michigan
$489K +$43.7K +171 +10%
CP
904
Covenant Partners
Tennessee
$486K +$88.9K +348 +22%
PIA
905
Perennial Investment Advisors
California
$486K +$24K +94 +5%
WPC
906
Wedmont Private Capital
Pennsylvania
$472K -$251K -969 -35%
TIMH
907
Tilt Investment Management Holdings
New York
$472K +$60.4K +239 +15%
MSAM
908
Moloney Securities Asset Management
Missouri
$470K +$248K +970 +112%
PI
909
PFG Investments
New York
$469K +$469K +1,835 New
VFA
910
Values First Advisors
Tennessee
$468K -$121K -472 -20%
FCP
911
Fidelis Capital Partners
Florida
$467K +$467K +1,531 New
BFIM
912
Beese Fulmer Investment Management
Ohio
$466K -$21.5K -84 -4%
SIC
913
SFE Investment Counsel
California
$464K
WA
914
Wealth Architects
California
$463K +$2.04K +8 +0.4%
Capstone Investment Advisors
915
Capstone Investment Advisors
New York
$462K -$1.34M -5,243 -74%
HT
916
Heritage Trust
Oklahoma
$460K -$112K -438 -20%
NL
917
Navalign LLC
California
$460K
HIM
918
Hillsdale Investment Management
Ontario, Canada
$459K +$459K +1,795 New
BP
919
Ballentine Partners
Massachusetts
$457K +$1.28K +5 +0.3%
GWANC
920
Guardian Wealth Advisors (North Carolina)
North Carolina
$456K -$64.4K -252 -12%
PPP
921
Private Portfolio Partners
New Jersey
$456K -$57.5K -225 -11%
PHIC
922
Pine Haven Investment Counsel
Massachusetts
$453K +$6.39K +25 +1%
MMG
923
Monetary Management Group
Missouri
$452K +$452K +1,770 New
WG
924
Winton Group
United Kingdom
$451K +$237K +928 +111%
CQS
925
Credential Qtrade Securities
$450K +$28.6K +112 +7%