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Intuitive Surgical

1,726 hedge funds and large institutions have $119B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 705 increasing their positions, 585 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+68
Holders Change %
+4.1%
% of All Funds
25.02%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
201
Increased
705
Reduced
585
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
901
Strategy Asset Managers
California
$1.09M -$362K -906 -25%
DI
902
Diligent Investors
California
$1.09M +$200K +500 +22%
TIAA Trust, National Association
903
TIAA Trust, National Association
North Carolina
$1.09M +$229K +573 +27%
WA
904
Wealth Alliance
New York
$1.09M +$37.5K +94 +4%
PPWP
905
Premier Path Wealth Partners
New Jersey
$1.08M -$18K -45 -2%
CF
906
Centaurus Financial
California
$1.08M +$210K +525 +24%
PCM
907
Prelude Capital Management
New York
$1.07M +$284K +711 +36%
JSC
908
Jackson Square Capital
California
$1.06M -$3.99K -10 -0.4%
SS
909
Sunbelt Securities
Texas
$1.06M -$49.1K -123 -4%
WH
910
Wallace Hart
Kentucky
$1.06M +$1.06M +2,645 New
NRD
911
Nebula Research & Development
New York
$1.05M +$749K +1,878 +248%
DWA
912
Douglass Winthrop Advisors
New York
$1.05M +$49.1K +123 +5%
HWM
913
Hemington Wealth Management
Virginia
$1.05M -$195K -489 -16%
MW
914
Marcum Wealth
Ohio
$1.04M -$11.6K -29 -1%
FPAS
915
Focus Partners Advisor Solutions
Missouri
$1.04M +$430K +1,078 +70%
IFWM
916
Institute for Wealth Management
Colorado
$1.04M -$14.4K -36 -1%
SC
917
Scotia Capital
Ontario, Canada
$1.04M +$28.7K +72 +3%
1IA
918
1834 Investment Advisors
Wisconsin
$1.03M
BIG
919
Brooklyn Investment Group
New York
$1.03M -$14.6K -37 -1%
SPWM
920
Schrum Private Wealth Management
Florida
$1.03M +$379K +950 +59%
PFMU
921
Privium Fund Management (UK)
United Kingdom
$1.02M +$1.02M +2,590 New
WA
922
Waverly Advisors
Alabama
$1.02M +$217K +544 +27%
BAM
923
Belpointe Asset Management
Nevada
$1.02M +$27.1K +68 +3%
BTWM
924
Brass Tax Wealth Management
Ohio
$1.01M +$1.01M +2,541 New
PA
925
Pinnacle Associates
New York
$1.01M -$6.39K -16 -0.6%